Cetera Investment Advisers’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cetera Investment Advisers’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	$39.8M	Buy	1,285,570 +111,937	+10%	+$3.56M	0.04%	444
2025 Q4	$35.3M	Buy	1,173,633 +122,646	+12%	+$3.66M	0.04%	446
2025 Q3	$31.2M	Buy	1,050,987 +490,329	+87%	+$14.3M	0.04%	478
2025 Q2	$15.7M	Buy	560,658 +75,112	+15%	+$1.98M	0.03%	612
2025 Q1	$12.7M	Sell	485,546 -8,974	-2%	-$250K	0.02%	657
2024 Q4	$13.7M	Buy	494,520 +21,147	+4%	+$603K	0.03%	568
2024 Q3	$13.1M	Sell	473,373 -462,633	-49%	-$12.3M	0.03%	587
2024 Q2	$24.3M	Sell	936,006 -40,308	-4%	-$1.05M	0.06%	346
2024 Q1	$26.5M	Buy	976,314 +867,297	+796%	+$22.1M	0.06%	307
2023 Q4	$2.74M	Sell	109,017 -7,065	-6%	-$162K	0.02%	664
2023 Q3	$2.62M	Buy	116,082 +1,491	+1%	+$35.3K	0.02%	644
2023 Q2	$2.71M	Sell	114,591 -480	-0.4%	-$10.8K	0.02%	645
2023 Q1	$2.6M	Sell	115,071 -801	-0.7%	-$18.4K	0.02%	642
2022 Q4	$2.53M	Buy	115,872 +9,933	+9%	+$218K	0.02%	609
2022 Q3	$2.14M	Sell	105,939 -9,915	-9%	-$221K	0.04%	435
2022 Q2	$2.42M	Sell	115,854 -1,125	-1%	-$26K	0.04%	461
2022 Q1	$2.96M	Buy	116,979 +11,793	+11%	+$296K	0.04%	428
2021 Q4	$2.82M	Sell	105,186 -9,342	-8%	-$249K	0.04%	446
2021 Q3	$2.93M	Sell	114,528 -3,183	-3%	-$83.2K	0.05%	402
2021 Q2	$3.07M	Buy	117,711 +28,422	+32%	+$734K	0.05%	394
2021 Q1	$2.21M	Sell	89,289 -30,795	-26%	-$747K	0.04%	393
2020 Q4	$2.73M	Buy	120,084 +91,215	+316%	+$1.9M	0.05%	352
2020 Q3	$534K	Sell	28,869 -873	-3%	-$16.2K	0.04%	367
2020 Q2	$522K	Sell	29,742 -19,401	-39%	-$316K	0.05%	347
2020 Q1	$691K	Buy	49,143 +6,330	+15%	+$116K	0.08%	243
2019 Q4	$859K	Buy	42,813 +468	+1%	+$9.06K	0.09%	240
2019 Q3	$801K	Buy	42,345 +375	+0.9%	+$7.08K	0.1%	220
2019 Q2	$799K	Buy	41,970 +993	+2%	+$18.6K	0.1%	214
2019 Q1	$754K	Buy	40,977 +819	+2%	+$14.6K	0.11%	205
2018 Q4	$641K	Buy	40,158 +19,596	+95%	+$342K	0.1%	206
2018 Q3	$396K	Buy	20,562 +1,371	+7%	+$26.1K	0.06%	314
2018 Q2	$351K	Buy	19,191 +4,383	+30%	+$79.3K	0.06%	302
2018 Q1	$261K	Sell	14,808 -1,002	-6%	-$18K	0.05%	319
2017 Q4	$280K	Buy	+15,810	New	+$273K	0.05%	329
2017 Q3	–	Sell	-109,248	Closed	-$1.75M	–	407
2017 Q2	$1.75M	Buy	109,248 +396	+0.4%	+$6.29K	0.43%	59
2017 Q1	$1.72M	Buy	+108,852	New	+$1.7M	0.47%	56
2016 Q2	–	Sell	-15,339	Closed	-$207K	–	308
2016 Q1	$207K	Buy	+15,339	New	+$194K	0.09%	257

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

Cetera Investment Advisers's SCHM Position: Q1 2026 in Review

Cetera Investment Advisers increased its Schwab US Mid-Cap ETF (SCHM) stake by 9.5% in Q1 2026, buying an estimated $3.56M and bringing the position to 1,285,570 shares worth $39.8M. The position accounts for 0.04% of the portfolio, ranked #444.

Cetera Investment Advisers first reported a position in SCHM in Q1 2016 and has held it in 37 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Cetera Investment Advisers held 1,285,570 shares of Schwab US Mid-Cap ETF worth $39.8M as of Q1 2026.
Cetera Investment Advisers bought 111,937 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $3.56M.
Schwab US Mid-Cap ETF made up 0.04% of Cetera Investment Advisers's portfolio in Q1 2026, its #444 holding.
Cetera Investment Advisers first reported a position in Schwab US Mid-Cap ETF in Q1 2016 and has held it in 37 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.