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Blankinship & Foster’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Blankinship & Foster’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.12M Sell
100,627
-1,258
-1% -$40.1K 0.69% 18
2025
Q4 		$3.06M Buy
101,885
+162
+0.2% +$4.83K 0.66% 18
2025
Q3 		$3.02M Sell
101,723
-197
-0.2% -$5.74K 0.66% 18
2025
Q2 		$2.86M Buy
101,920
+50,720
+99% +$1.34M 0.67% 18
2025
Q1 		$1.34M Sell
51,200
-4,723
-8% -$132K 0.34% 25
2024
Q4 		$1.55M Sell
55,923
-810
-1% -$23.1K 0.38% 24
2024
Q3 		$1.57M Buy
56,733
+108
+0.2% +$2.87K 0.38% 22
2024
Q2 		$1.47M Buy
56,625
+3,633
+7% +$95.1K 0.38% 24
2024
Q1 		$1.44M Sell
52,992
-10,023
-16% -$256K 0.38% 24
2023
Q4 		$1.58M Buy
63,015
+46,818
+289% +$1.07M 0.45% 22
2023
Q3 		$365K Buy
16,197
+45
+0.3% +$1.07K 0.12% 43
2023
Q2 		$382K Sell
16,152
-168
-1% -$3.79K 0.12% 42
2023
Q1 		$369K Buy
16,320
+42
+0.3% +$967 0.16% 43
2022
Q4 		$356K Sell
16,278
-33,954
-68% -$744K 0.15% 45
2022
Q3 		$1.01M Buy
50,232
+33,528
+201% +$748K 0.49% 27
2022
Q2 		$349K Buy
+16,704
New +$385K 0.16% 39

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Blankinship & Foster's SCHM Position: Q1 2026 in Review

Blankinship & Foster reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.2% in Q1 2026, selling an estimated $40.1K and leaving 100,627 shares worth $3.12M. The position accounts for 0.69% of the portfolio, ranked #18.

Blankinship & Foster first reported a position in SCHM in Q2 2022 and has held it in 16 quarters since. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Blankinship & Foster held 100,627 shares of Schwab US Mid-Cap ETF worth $3.12M as of Q1 2026.
  • Blankinship & Foster sold 1,258 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $40.1K.
  • Schwab US Mid-Cap ETF made up 0.69% of Blankinship & Foster's portfolio in Q1 2026, its #18 holding.
  • Blankinship & Foster first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Blankinship & Foster's 13F filing for Q1 2026, filed 17 Apr 2026.