Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Carson Wealth (CWM LLC)’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 		$5.14M Sell
166,139
-8,276
-5% -$264K 0.01% 801
2025
Q4 		$5.25M Sell
174,415
-4,098
-2% -$122K 0.01% 748
2025
Q3 		$5.29M Sell
178,513
-29,942
-14% -$872K 0.02% 692
2025
Q2 		$5.85M Sell
208,455
-41,518
-17% -$1.1M 0.02% 539
2025
Q1 		$6.55M Sell
249,973
-15,257
-6% -$425K 0.03% 449
2024
Q4 		$7.35M Buy
265,230
+1,938
+0.7% +$55.2K 0.03% 387
2024
Q3 		$7.29M Sell
263,292
-3,084
-1% -$82K 0.03% 366
2024
Q2 		$6.91M Sell
266,376
-16,380
-6% -$429K 0.03% 359
2024
Q1 		$7.67M Sell
282,756
-4,998
-2% -$127K 0.04% 340
2023
Q4 		$7.22M Buy
287,754
+13,938
+5% +$319K 0.04% 334
2023
Q3 		$6.18M Sell
273,816
-9,228
-3% -$219K 0.04% 330
2023
Q2 		$6.7M Buy
283,044
+41,775
+17% +$941K 0.04% 288
2023
Q1 		$5.46M Buy
241,269
+238,278
+7,966% +$5.49M 0.04% 306
2022
Q4 		$65K Sell
2,991
-2,157
-42% -$47.3K ﹤0.01% 1593
2022
Q3 		$104K Buy
5,148
+3
+0.1% +$67 ﹤0.01% 1309
2022
Q2 		$108K Buy
5,145
+924
+22% +$21.3K ﹤0.01% 1289
2022
Q1 		$107K Buy
4,221
+138
+3% +$3.46K ﹤0.01% 1297
2021
Q4 		$109K Buy
+4,083
New +$109K ﹤0.01% 1262
2021
Q2 		$24K Hold
924
– – ﹤0.01% 1716
2021
Q1 		$24K Hold
924
– – ﹤0.01% 1716
2020
Q4 		$24K Hold
924
– – ﹤0.01% 1715
2020
Q3 		$24K Hold
924
– – ﹤0.01% 1715
2020
Q2 		$24K Hold
924
– – ﹤0.01% 1715
2020
Q1 		$24K Hold
924
– – ﹤0.01% 1715
2019
Q4 		$24K Hold
924
– – ﹤0.01% 1715
2019
Q3 		$24K Hold
924
– – ﹤0.01% 1715
2019
Q2 		$24K Hold
924
– – ﹤0.01% 1715
2019
Q1 		$24K Sell
924
-102
-10% -$1.82K ﹤0.01% 1714
2018
Q4 		$16K Sell
1,026
-795
-44% -$13.9K ﹤0.01% 1203
2018
Q3 		$35K Buy
+1,821
New +$34.7K ﹤0.01% 825

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 $13.3B AUM 18.65% 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 $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

Carson Wealth (CWM LLC)'s SCHM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.7% in Q1 2026, selling an estimated $264K and leaving 166,139 shares worth $5.14M. The position accounts for 0.01% of the portfolio, ranked #801.

Carson Wealth (CWM LLC) first reported a position in SCHM in Q3 2018 and has held it in 30 quarters since. The position peaked at $7.67M in Q1 2024. 1,016 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 166,139 shares of Schwab US Mid-Cap ETF worth $5.14M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 8,276 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $264K.
  • Schwab US Mid-Cap ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #801 holding.
  • Carson Wealth (CWM LLC) first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Schwab US Mid-Cap ETF position peaked at $7.67M in Q1 2024.
  • 1,016 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.