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Breakthru Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Breakthru Advisory Services’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 		– Sell
-9,595
Closed -$289K – 65
2025
Q4 		$289K Buy
9,595
+159
+2% +$4.74K 0.18% 51
2025
Q3 		$280K Buy
+9,436
New +$275K 0.18% 47

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Northwestern Mutual Wealth Management
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MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
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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

Breakthru Advisory Services's SCHM Position: Q1 2026 in Review

Breakthru Advisory Services sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 9,595 shares — an estimated $289K sold.

Breakthru Advisory Services first reported a position in SCHM in Q3 2025 and held it in 2 quarters. The position peaked at $289K in Q4 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Breakthru Advisory Services reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Breakthru Advisory Services sold 9,595 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $289K.
  • Breakthru Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and held it in 2 quarters.
  • Breakthru Advisory Services's Schwab US Mid-Cap ETF position peaked at $289K in Q4 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Breakthru Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.