Cerity Partners
SCHM icon

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

Cerity 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 		$171M Buy
5,510,804
+72,960
+1% +$2.32M 0.24% 82
2025
Q4 		$164M Buy
5,437,844
+1,495
+0% +$44.6K 0.24% 82
2025
Q3 		$161M Sell
5,436,349
-567,574
-9% -$16.5M 0.26% 77
2025
Q2 		$168M Sell
6,003,923
-904,308
-13% -$23.9M 0.3% 68
2025
Q1 		$181M Buy
6,908,231
+193,939
+3% +$5.4M 0.37% 55
2024
Q4 		$186M Sell
6,714,292
-80,015
-1% -$2.28M 0.4% 49
2024
Q3 		$188M Buy
6,794,307
+863,811
+15% +$23M 0.42% 44
2024
Q2 		$154M Sell
5,930,496
-22,602
-0.4% -$591K 0.41% 49
2024
Q1 		$162M Sell
5,953,098
-50,876,859
-90% -$1.3B 0.43% 48
2023
Q4 		$145M Buy
56,829,957
+53,298,330
+1,509% +$1.22B 0.48% 45
2023
Q3 		$79.7M Sell
3,531,627
-131,508
-4% -$3.12M 0.39% 64
2023
Q2 		$86.7M Buy
3,663,135
+730,212
+25% +$16.5M 0.34% 66
2023
Q1 		$67.7M Buy
2,932,923
+42,672
+1% +$983K 0.16% 98
2022
Q4 		$63.2M Buy
+2,890,251
New +$63.3M 0.4% 60
2022
Q3 		– Sell
-2,097,990
Closed -$43.9M – 1251
2022
Q2 		$43.9M Buy
2,097,990
+41,799
+2% +$965K 0.48% 39
2022
Q1 		$52M Sell
2,056,191
-27,618
-1% -$692K 0.81% 19
2021
Q4 		$55.9M Buy
+2,083,809
New +$55.6M 0.85% 21
2018
Q1 		– Sell
-11,970
Closed -$213K – 575
2017
Q4 		$213K Buy
+11,970
New +$207K 0.01% 521

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
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
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Cerity Partners's SCHM Position: Q1 2026 in Review

Cerity Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.3% in Q1 2026, buying an estimated $2.32M and bringing the position to 5,510,804 shares worth $171M. The position accounts for 0.24% of the portfolio, ranked #82.

Cerity Partners first reported a position in SCHM in Q4 2017 and has held it in 18 quarters since. The position peaked at $188M in Q3 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Cerity Partners held 5,510,804 shares of Schwab US Mid-Cap ETF worth $171M as of Q1 2026.
  • Cerity Partners bought 72,960 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $2.32M.
  • Schwab US Mid-Cap ETF made up 0.24% of Cerity Partners's portfolio in Q1 2026, its #82 holding.
  • Cerity Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 18 quarters since.
  • Cerity Partners's Schwab US Mid-Cap ETF position peaked at $188M in Q3 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.