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Bouchey Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bouchey Financial Group’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 		$1.27M Hold
38,980
– – 0.09% 47
2025
Q4 		$1.17M Hold
38,980
– – 0.09% 52
2025
Q3 		$1.16M Buy
38,980
+370
+1% +$10.8K 0.09% 48
2025
Q2 		$1.08M Buy
38,610
+195
+0.5% +$5.14K 0.09% 46
2025
Q1 		$1.01M Hold
38,415
– – 0.09% 47
2024
Q4 		$1.06M Hold
38,415
– – 0.09% 46
2024
Q3 		$1.06M Sell
38,415
-132
-0.3% -$3.51K 0.1% 47
2024
Q2 		$1M Hold
38,547
– – 0.1% 46
2024
Q1 		$1.05M Buy
38,547
+22,803
+145% +$582K 0.1% 47
2023
Q4 		$395K Hold
15,744
– – 0.04% 87
2023
Q3 		$355K Hold
15,744
– – 0.04% 86
2023
Q2 		$373K Hold
15,744
– – 0.05% 75
2023
Q1 		$356K Hold
15,744
– – 0.05% 71
2022
Q4 		$344K Hold
15,744
– – 0.05% 68
2022
Q3 		$318K Hold
15,744
– – 0.05% 70
2022
Q2 		$329K Hold
15,744
– – 0.05% 66
2022
Q1 		$398K Hold
15,744
– – 0.05% 66
2021
Q4 		$422K Hold
15,744
– – 0.06% 68
2021
Q3 		$402K Hold
15,744
– – 0.06% 57
2021
Q2 		$411K Sell
15,744
-879
-5% -$22.7K 0.07% 49
2021
Q1 		$412K Buy
16,623
+60
+0.4% +$1.46K 0.07% 52
2020
Q4 		$376K Buy
16,563
+6
+0% +$125 0.06% 52
2020
Q3 		$306K Buy
16,557
+3,006
+22% +$55.7K 0.06% 52
2020
Q2 		$238K Buy
+13,551
New +$221K 0.05% 56
2020
Q1 		– Sell
-18,045
Closed -$362K – 73
2019
Q4 		$362K Buy
18,045
+12
+0.1% +$232 0.08% 52
2019
Q3 		$340K Buy
18,033
+9
+0% +$170 0.08% 53
2019
Q2 		$343K Hold
18,024
– – 0.08% 52
2019
Q1 		$333K Hold
18,024
– – 0.08% 57
2018
Q4 		$288K Buy
18,024
+6,024
+50% +$105K 0.08% 58
2018
Q3 		$231K Sell
12,000
-3,111
-21% -$59.3K 0.06% 65
2018
Q2 		$276K Buy
15,111
+33
+0.2% +$597 0.07% 57
2018
Q1 		$266K Sell
15,078
-343,038
-96% -$6.16M 0.08% 54
2017
Q4 		$6.36M Sell
358,116
-1,620
-0.5% -$28K 1.84% 18
2017
Q3 		$6.01M Sell
359,736
-717
-0.2% -$11.7K 1.88% 19
2017
Q2 		$5.79M Sell
360,453
-4,701
-1% -$74.7K 1.85% 20
2017
Q1 		$5.76M Sell
365,154
-14,574
-4% -$227K 2% 18
2016
Q4 		$5.71M Sell
379,728
-4,680
-1% -$68.5K 2.37% 17
2016
Q3 		$5.58M Sell
384,408
-11,787
-3% -$170K 2.18% 19
2016
Q2 		$5.55M Sell
396,195
-5,142
-1% -$70.9K 2.24% 18
2016
Q1 		$5.43M Buy
401,337
+5,301
+1% +$66.9K 2.3% 18
2015
Q4 		$5.29M Sell
396,036
-6,960
-2% -$94.5K 2.29% 20
2015
Q3 		$5.23M Buy
402,996
+28,086
+7% +$390K 2.52% 17
2015
Q2 		$5.33M Buy
374,910
+17,502
+5% +$253K 2.27% 20
2015
Q1 		$5.14M Buy
357,408
+6,702
+2% +$93.5K 2.31% 19
2014
Q4 		$4.76M Buy
350,706
+36,753
+12% +$484K 2.24% 20
2014
Q3 		$4.05M Buy
313,953
+22,173
+8% +$294K 2.05% 20
2014
Q2 		$3.91M Buy
291,780
+136,476
+88% +$1.76M 2.1% 21
2014
Q1 		$2M Buy
155,304
+9,903
+7% +$125K 1.21% 28
2013
Q4 		$1.84M Buy
+145,401
New +$1.75M 1.29% 29

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

Bouchey Financial Group's SCHM Position: Q1 2026 in Review

Bouchey Financial Group held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 38,980 shares worth $1.27M. The position accounts for 0.09% of the portfolio, ranked #47.

Bouchey Financial Group first reported a position in SCHM in Q4 2013 and has held it in 49 quarters since. The position peaked at $6.36M in Q4 2017. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Bouchey Financial Group held 38,980 shares of Schwab US Mid-Cap ETF worth $1.27M as of Q1 2026.
  • Bouchey Financial Group left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
  • Schwab US Mid-Cap ETF made up 0.09% of Bouchey Financial Group's portfolio in Q1 2026, its #47 holding.
  • Bouchey Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2013 and has held it in 49 quarters since.
  • Bouchey Financial Group's Schwab US Mid-Cap ETF position peaked at $6.36M in Q4 2017.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.