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Brinker Capital Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Brinker Capital Investments’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
-27,909
Closed -$839K – 2223
2025
Q4 		$839K Buy
27,909
+16,905
+154% +$504K 0.01% 1319
2025
Q3 		$326K Sell
11,004
-1,137
-9% -$33.1K ﹤0.01% 1727
2025
Q2 		$341K Buy
12,141
+2,572
+27% +$67.8K ﹤0.01% 1646
2025
Q1 		$251K Sell
9,569
-629
-6% -$17.5K ﹤0.01% 1704
2024
Q4 		$283K Sell
10,198
-3,056
-23% -$87.1K ﹤0.01% 1590
2024
Q3 		$367K Sell
13,254
-15,885
-55% -$422K ﹤0.01% 1439
2024
Q2 		$756K Sell
29,139
-1,590
-5% -$41.6K 0.01% 1108
2024
Q1 		$834K Buy
30,729
+3,765
+14% +$96K 0.01% 1063
2023
Q4 		$670K Sell
26,964
-31,455
-54% -$721K 0.01% 1098
2023
Q3 		$1.32M Sell
58,419
-2,292
-4% -$54.3K 0.02% 798
2023
Q2 		$1.44M Sell
60,711
-1,548
-2% -$34.9K 0.02% 797
2023
Q1 		$1.41M Buy
62,259
+28,212
+83% +$650K 0.02% 736
2022
Q4 		$745K Hold
34,047
– – 0.01% 850
2022
Q3 		$687K Hold
34,047
– – 0.01% 843
2022
Q2 		$712K Sell
34,047
-1,494
-4% -$34.5K 0.01% 857
2022
Q1 		$899K Sell
35,541
-762
-2% -$19.1K 0.01% 833
2021
Q4 		$973K Buy
+36,303
New +$968K 0.01% 826
2016
Q2 		– Sell
-42,564
Closed -$576K – 408
2016
Q1 		$576K Sell
42,564
-3,597
-8% -$45.4K 0.02% 204
2015
Q4 		$617K Sell
46,161
-83,376
-64% -$1.13M 0.03% 212
2015
Q3 		$1.68M Buy
129,537
+15,339
+13% +$213K 0.07% 155
2015
Q2 		$1.62M Sell
114,198
-1,437
-1% -$20.8K 0.06% 165
2015
Q1 		$1.66M Sell
115,635
-5,088
-4% -$71K 0.06% 160
2014
Q4 		$1.64M Buy
120,723
+7,536
+7% +$99.3K 0.06% 166
2014
Q3 		$1.46M Sell
113,187
-747
-0.7% -$9.89K 0.06% 160
2014
Q2 		$1.53M Buy
113,934
+13,161
+13% +$170K 0.06% 166
2014
Q1 		$1.3M Buy
100,773
+4,401
+5% +$55.5K 0.05% 170
2013
Q4 		$1.2M Buy
96,372
+9,267
+11% +$111K 0.05% 173
2013
Q3 		$1M Buy
87,105
+14,328
+20% +$162K 0.04% 180
2013
Q2 		$775K Buy
+72,777
New +$776K 0.03% 187

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Brinker Capital Investments's SCHM Position: Q1 2026 in Review

Brinker Capital Investments sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 27,909 shares — an estimated $839K sold.

Brinker Capital Investments first reported a position in SCHM in Q2 2013 and held it in 29 quarters. The position peaked at $1.68M in Q3 2015. 1,017 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Brinker Capital Investments reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 27,909 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $839K.
  • Brinker Capital Investments first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and held it in 29 quarters.
  • Brinker Capital Investments's Schwab US Mid-Cap ETF position peaked at $1.68M in Q3 2015.
  • 1,017 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.