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

Brown Advisory’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	$700K	Sell	22,595 -103	-0.5%	-$3.28K	﹤0.01%	956
2025 Q4	$683K	Sell	22,698 -862	-4%	-$25.7K	﹤0.01%	963
2025 Q3	$698K	Buy	23,560 +2	+0%	+$58	﹤0.01%	940
2025 Q2	$661K	Sell	23,558 -1,290	-5%	-$34K	﹤0.01%	924
2025 Q1	$651K	Buy	24,848 +3,004	+14%	+$83.7K	﹤0.01%	914
2024 Q4	$605K	Sell	21,844 -3,590	-14%	-$102K	﹤0.01%	956
2024 Q3	$704K	Buy	25,434 +1,479	+6%	+$39.3K	﹤0.01%	880
2024 Q2	$621K	Buy	23,955 +705	+3%	+$18.4K	﹤0.01%	889
2024 Q1	$631K	Hold	23,250	–	–	﹤0.01%	881
2023 Q4	$584K	Buy	23,250 +846	+4%	+$19.4K	﹤0.01%	895
2023 Q3	$505K	Hold	22,404	–	–	﹤0.01%	903
2023 Q2	$530K	Sell	22,404 -105	-0.5%	-$2.37K	﹤0.01%	894
2023 Q1	$509K	Buy	22,509 +1,023	+5%	+$23.6K	﹤0.01%	908
2022 Q4	$470K	Hold	21,486	–	–	﹤0.01%	923
2022 Q3	$433K	Hold	21,486	–	–	﹤0.01%	891
2022 Q2	$449K	Hold	21,486	–	–	﹤0.01%	869
2022 Q1	$544K	Buy	21,486 +21	+0.1%	+$526	﹤0.01%	835
2021 Q4	$576K	Sell	21,465 -2,220	-9%	-$59.2K	﹤0.01%	840
2021 Q3	$606K	Hold	23,685	–	–	﹤0.01%	791
2021 Q2	$618K	Buy	23,685 +105	+0.4%	+$2.71K	﹤0.01%	804
2021 Q1	$585K	Sell	23,580 -105	-0.4%	-$2.55K	﹤0.01%	813
2020 Q4	$538K	Sell	23,685 -4,065	-15%	-$84.8K	﹤0.01%	770
2020 Q3	$513K	Sell	27,750 -2,568	-8%	-$47.6K	﹤0.01%	741
2020 Q2	$532K	Buy	30,318 +2,568	+9%	+$41.9K	﹤0.01%	716
2020 Q1	$390K	Sell	27,750 -2,370	-8%	-$43.4K	﹤0.01%	730
2019 Q4	$604K	Sell	30,120 -1,275	-4%	-$24.7K	﹤0.01%	723
2019 Q3	$592K	Hold	31,395	–	–	﹤0.01%	714
2019 Q2	$597K	Buy	31,395 +1,230	+4%	+$23K	﹤0.01%	723
2019 Q1	$557K	Buy	30,165 +105	+0.3%	+$1.88K	﹤0.01%	956
2018 Q4	$480K	Sell	30,060 -4,578	-13%	-$80K	﹤0.01%	943
2018 Q3	$668K	Hold	34,638	–	–	﹤0.01%	921
2018 Q2	$634K	Hold	34,638	–	–	﹤0.01%	919
2018 Q1	$611K	Sell	34,638 -60,321	-64%	-$1.08M	﹤0.01%	783
2017 Q4	$1.69M	Sell	94,959 -2,877	-3%	-$49.6K	0.01%	561
2017 Q3	$1.63M	Buy	97,836 +6,621	+7%	+$108K	0.01%	551
2017 Q2	$1.46M	Sell	91,215 -327	-0.4%	-$5.2K	﹤0.01%	592
2017 Q1	$1.44M	Buy	91,542 +612	+0.7%	+$9.54K	﹤0.01%	559
2016 Q4	$1.37M	Sell	90,930 -4,629	-5%	-$67.7K	﹤0.01%	557
2016 Q3	$1.39M	Buy	95,559 +57,162	+149%	+$827K	﹤0.01%	551
2016 Q2	$538K	Hold	38,397	–	–	﹤0.01%	730
2016 Q1	$520K	Hold	38,397	–	–	﹤0.01%	707
2015 Q4	$513K	Sell	38,397 -6,180	-14%	-$83.9K	﹤0.01%	685
2015 Q3	$578K	Buy	44,577 +597	+1%	+$8.29K	﹤0.01%	658
2015 Q2	$625K	Hold	43,980	–	–	﹤0.01%	600
2015 Q1	$633K	Hold	43,980	–	–	﹤0.01%	643
2014 Q4	$596K	Hold	43,980	–	–	﹤0.01%	655
2014 Q3	$567K	Hold	43,980	–	–	﹤0.01%	646
2014 Q2	$590K	Hold	43,980	–	–	﹤0.01%	642
2014 Q1	$566K	Buy	43,980 +22,680	+106%	+$286K	﹤0.01%	642
2013 Q4	$266K	Hold	21,300	–	–	﹤0.01%	777
2013 Q3	$246K	Hold	21,300	–	–	﹤0.01%	759
2013 Q2	$227K	Buy	+21,300	New	+$227K	﹤0.01%	746

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brown Advisory's SCHM Position: Q1 2026 in Review

Brown Advisory reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.45% in Q1 2026, selling an estimated $3.28K and leaving 22,595 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Brown Advisory first reported a position in SCHM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.69M in Q4 2017. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Brown Advisory held 22,595 shares of Schwab US Mid-Cap ETF worth $700K as of Q1 2026.
Brown Advisory sold 103 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $3.28K.
Schwab US Mid-Cap ETF made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #956 holding.
Brown Advisory first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
Brown Advisory's Schwab US Mid-Cap ETF position peaked at $1.69M in Q4 2017.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.