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Chandler Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Chandler Asset Management’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
-54,585
Closed -$1.64M – 26
2025
Q4 		$1.64M Buy
54,585
+238
+0.4% +$7.09K 0.26% 18
2025
Q3 		$1.61M Buy
54,347
+230
+0.4% +$6.7K 0.26% 19
2025
Q2 		$1.52M Buy
54,117
+195
+0.4% +$5.14K 0.27% 19
2025
Q1 		$1.41M Buy
53,922
+162
+0.3% +$4.51K 0.27% 19
2024
Q4 		$1.49M Buy
53,760
+219
+0.4% +$6.24K 0.28% 14
2024
Q3 		$494K Buy
53,541
+381
+0.7% +$10.1K 0.09% 22
2024
Q2 		$1.38M Hold
53,160
– – 0.28% 15
2024
Q1 		$1.44M Buy
53,160
+171
+0.3% +$4.36K 0.29% 14
2023
Q4 		$1.33M Buy
52,989
+252
+0.5% +$5.77K 0.31% 14
2023
Q3 		$1.19M Buy
52,737
+201
+0.4% +$4.76K 0.29% 15
2023
Q2 		$1.24M Buy
52,536
+225
+0.4% +$5.07K 0.33% 14
2023
Q1 		$1.18M Buy
52,311
+447
+0.9% +$10.3K 0.28% 16
2022
Q4 		$1.05M Hold
51,864
– – 0.3% 15
2022
Q3 		$1.05M Buy
51,864
+237
+0.5% +$5.29K 0.3% 15
2022
Q2 		$1.08M Buy
51,627
+231
+0.4% +$5.33K 0.31% 16
2022
Q1 		$1.3M Buy
51,396
+177
+0.3% +$4.44K 0.32% 16
2021
Q4 		$1.37M Buy
51,219
+171
+0.3% +$4.56K 0.32% 16
2021
Q3 		$1.3M Buy
51,048
+183
+0.4% +$4.78K 0.34% 15
2021
Q2 		$1.33M Buy
50,865
+129
+0.3% +$3.33K 0.35% 14
2021
Q1 		$1.26M Buy
+50,736
New +$1.23M 0.36% 15

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 $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

Chandler Asset Management's SCHM Position: Q1 2026 in Review

Chandler Asset Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 54,585 shares — an estimated $1.64M sold.

Chandler Asset Management first reported a position in SCHM in Q1 2021 and held it in 20 quarters. The position peaked at $1.64M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Chandler Asset Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Chandler Asset Management sold 54,585 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $1.64M.
  • Chandler Asset Management first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and held it in 20 quarters.
  • Chandler Asset Management's Schwab US Mid-Cap ETF position peaked at $1.64M in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Chandler Asset Management's 13F filing for Q1 2026, filed 14 May 2026.