CJ
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Caitlin John’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Caitlin John’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
-114
Closed -$3.43K – 989
2025
Q4 		$3.43K Hold
114
– – ﹤0.01% 674
2025
Q3 		$3.38K Buy
+114
New +$3.32K ﹤0.01% 635
2025
Q1 		– Sell
-114
Closed -$3.16K – 653
2024
Q4 		$3.16K Sell
114
-228
-67% -$6.5K ﹤0.01% 609
2024
Q3 		$3.31K Buy
342
+228
+200% +$6.06K ﹤0.01% 602
2024
Q2 		$2.96K Hold
114
– – ﹤0.01% 611
2024
Q1 		$3.09K Hold
114
– – ﹤0.01% 630
2023
Q4 		$2.86K Buy
+114
New +$2.61K ﹤0.01% 642

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

Caitlin John's SCHM Position: Q1 2026 in Review

Caitlin John sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 114 shares — an estimated $3.43K sold.

Caitlin John first reported a position in SCHM in Q4 2023 and held it in 7 quarters. The position peaked at $3.43K in Q4 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Caitlin John reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Caitlin John sold 114 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $3.43K.
  • Caitlin John first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and held it in 7 quarters.
  • Caitlin John's Schwab US Mid-Cap ETF position peaked at $3.43K in Q4 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.