Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cambridge Investment Research Advisors’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 		$28.6M Buy
925,224
+65,728
+8% +$2.09M 0.07% 272
2025
Q4 		$25.8M Buy
859,496
+23,192
+3% +$691K 0.07% 278
2025
Q3 		$24.8M Sell
836,304
-12,019
-1% -$350K 0.07% 285
2025
Q2 		$23.8M Buy
848,323
+168,203
+25% +$4.44M 0.07% 273
2025
Q1 		$17.8M Sell
680,120
-24,279
-3% -$676K 0.06% 318
2024
Q4 		$19.5M Sell
704,399
-6,301
-0.9% -$180K 0.07% 286
2024
Q3 		$19.7M Buy
710,700
+58,545
+9% +$1.56M 0.07% 285
2024
Q2 		$16.9M Sell
652,155
-42,579
-6% -$1.11M 0.06% 309
2024
Q1 		$18.9M Buy
694,734
+26,424
+4% +$674K 0.07% 265
2023
Q4 		$16.8M Sell
668,310
-18,597
-3% -$426K 0.07% 268
2023
Q3 		$15.5M Buy
686,907
+63,789
+10% +$1.51M 0.07% 260
2023
Q2 		$14.8M Buy
623,118
+38,889
+7% +$876K 0.07% 278
2023
Q1 		$13.2M Buy
584,229
+3,234
+0.6% +$74.5K 0.06% 300
2022
Q4 		$12.7M Buy
580,995
+36,504
+7% +$800K 0.07% 299
2022
Q3 		$11M Buy
544,491
+9,363
+2% +$209K 0.06% 302
2022
Q2 		$11.2M Buy
535,128
+2,019
+0.4% +$46.6K 0.06% 305
2022
Q1 		$13.5M Sell
533,109
-100,269
-16% -$2.51M 0.06% 300
2021
Q4 		$17M Sell
633,378
-58,200
-8% -$1.55M 0.08% 243
2021
Q3 		$17.7M Sell
691,578
-14,334
-2% -$375K 0.09% 221
2021
Q2 		$18.4M Buy
705,912
+54,945
+8% +$1.42M 0.09% 228
2021
Q1 		$16.1M Buy
650,967
+33,213
+5% +$806K 0.09% 227
2020
Q4 		$14M Buy
617,754
+159,120
+35% +$3.32M 0.08% 230
2020
Q3 		$8.48M Sell
458,634
-376,590
-45% -$6.98M 0.06% 313
2020
Q2 		$14.7M Sell
835,224
-63,855
-7% -$1.04M 0.11% 193
2020
Q1 		$12.6M Sell
899,079
-728,301
-45% -$13.3M 0.12% 173
2019
Q4 		$32.6M Buy
1,627,380
+51,723
+3% +$1M 0.25% 81
2019
Q3 		$29.7M Buy
1,575,657
+5,781
+0.4% +$109K 0.26% 76
2019
Q2 		$29.9M Sell
1,569,876
-12,402
-0.8% -$232K 0.27% 79
2019
Q1 		$29.2M Buy
1,582,278
+108,864
+7% +$1.95M 0.28% 68
2018
Q4 		$23.5M Sell
1,473,414
-111,342
-7% -$1.95M 0.26% 83
2018
Q3 		$30.6M Buy
1,584,756
+62,400
+4% +$1.19M 0.29% 65
2018
Q2 		$27.9M Buy
1,522,356
+105,657
+7% +$1.91M 0.29% 67
2018
Q1 		$25M Buy
1,416,699
+482,904
+52% +$8.67M 0.28% 67
2017
Q4 		$16.6M Buy
933,795
+69,954
+8% +$1.21M 0.2% 112
2017
Q3 		$14.4M Buy
863,841
+163,335
+23% +$2.65M 0.19% 107
2017
Q2 		$11.2M Buy
700,506
+83,472
+14% +$1.33M 0.17% 116
2017
Q1 		$9.73M Sell
617,034
-128,184
-17% -$2M 0.17% 117
2016
Q4 		$11.2M Sell
745,218
-392,520
-35% -$5.74M 0.21% 97
2016
Q3 		$16.5M Buy
1,137,738
+529,872
+87% +$7.66M 0.31% 68
2016
Q2 		$8.51M Buy
607,866
+288,744
+90% +$3.98M 0.18% 110
2016
Q1 		$4.32M Buy
319,122
+154,695
+94% +$1.95M 0.1% 188
2015
Q4 		$2.2M Sell
164,427
-279,960
-63% -$3.8M 0.05% 330
2015
Q3 		$5.76M Buy
444,387
+117,012
+36% +$1.62M 0.17% 128
2015
Q2 		$4.65M Buy
327,375
+230,784
+239% +$3.34M 0.13% 160
2015
Q1 		$1.39M Sell
96,591
-6,315
-6% -$88.1K 0.04% 392
2014
Q4 		$1.4M Buy
102,906
+5,820
+6% +$76.7K 0.04% 388
2014
Q3 		$1.25M Sell
97,086
-35,295
-27% -$467K 0.04% 440
2014
Q2 		$1.78M Buy
132,381
+34,011
+35% +$438K 0.06% 303
2014
Q1 		$1.27M Buy
98,370
+21,948
+29% +$277K 0.05% 366
2013
Q4 		$954K Buy
76,422
+23,223
+44% +$279K 0.04% 412
2013
Q3 		$614K Buy
53,199
+13,635
+34% +$154K 0.03% 532
2013
Q2 		$421K Buy
+39,564
New +$422K 0.02% 615

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

Cambridge Investment Research Advisors's SCHM Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 7.6% in Q1 2026, buying an estimated $2.09M and bringing the position to 925,224 shares worth $28.6M. The position accounts for 0.07% of the portfolio, ranked #272.

Cambridge Investment Research Advisors first reported a position in SCHM in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.6M in Q4 2019. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Cambridge Investment Research Advisors held 925,224 shares of Schwab US Mid-Cap ETF worth $28.6M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 65,728 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $2.09M.
  • Schwab US Mid-Cap ETF made up 0.07% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #272 holding.
  • Cambridge Investment Research Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Cambridge Investment Research Advisors's Schwab US Mid-Cap ETF position peaked at $32.6M in Q4 2019.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.