Cascade Financial Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cascade Financial Partners’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	$1.09M	Buy	35,187 +3,650	+12%	+$116K	0.11%	113
2025 Q4	$948K	Sell	31,537 -2,231	-7%	-$66.5K	0.1%	120
2025 Q3	$1M	Buy	33,768 +1,344	+4%	+$39.1K	0.11%	115
2025 Q2	$909K	Buy	32,424 +1,642	+5%	+$43.3K	0.11%	119
2025 Q1	$806K	Sell	30,782 -106	-0.3%	-$2.95K	0.1%	117
2024 Q4	$856K	Sell	30,888 -61,191	-66%	-$1.74M	0.11%	109
2024 Q3	$855K	Buy	92,079 +59,127	+179%	+$1.57M	0.11%	108
2024 Q2	$855K	Sell	32,952 -30	-0.1%	-$785	0.11%	107
2024 Q1	$853K	Buy	+32,982	New	+$841K	0.12%	104

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

Cascade Financial Partners's SCHM Position: Q1 2026 in Review

Cascade Financial Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q1 2026, buying an estimated $116K and bringing the position to 35,187 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #113.

Cascade Financial Partners first reported a position in SCHM in Q1 2024 and has held it in 9 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Cascade Financial Partners held 35,187 shares of Schwab US Mid-Cap ETF worth $1.09M as of Q1 2026.
Cascade Financial Partners bought 3,650 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $116K.
Schwab US Mid-Cap ETF made up 0.11% of Cascade Financial Partners's portfolio in Q1 2026, its #113 holding.
Cascade Financial Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.