Camelot Portfolios’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Camelot Portfolios’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	-3,900	Closed	-$117K	–	471
2025 Q4	$117K	Buy	+3,900	New	+$116K	0.07%	225
2024 Q3	–	Sell	-3,900	Closed	-$101K	–	480
2024 Q2	$101K	Buy	+3,900	New	+$102K	0.06%	249
2021 Q4	–	Sell	-11,154	Closed	-$285K	–	267
2021 Q3	$285K	Sell	11,154 -9	-0.1%	-$235	0.15%	172
2021 Q2	$291K	Buy	11,163 +2,073	+23%	+$53.5K	0.12%	191
2021 Q1	$226K	Hold	9,090	–	–	0.09%	188
2020 Q4	$207K	Buy	+9,090	New	+$190K	0.11%	194
2019 Q3	–	Sell	-14,136	Closed	-$269K	–	244
2019 Q2	$269K	Hold	14,136	–	–	0.11%	187
2019 Q1	$261K	Buy	+14,136	New	+$253K	0.11%	198

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Camelot Portfolios's SCHM Position: Q1 2026 in Review

Camelot Portfolios sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 3,900 shares — an estimated $117K sold.

Camelot Portfolios first reported a position in SCHM in Q1 2019 and held it in 8 quarters. The position peaked at $291K in Q2 2021. 1,017 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Camelot Portfolios reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Camelot Portfolios sold 3,900 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $117K.
Camelot Portfolios first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and held it in 8 quarters.
Camelot Portfolios's Schwab US Mid-Cap ETF position peaked at $291K in Q2 2021.
1,017 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.