CPIG
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Chicago Partners Investment Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Chicago Partners Investment Group’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 		$34.3M Buy
1,016,853
+64,931
+7% +$2.07M 0.77% 23
2025
Q4 		$30.5M Buy
951,922
+93,144
+11% +$2.78M 0.75% 24
2025
Q3 		$25.7M Buy
858,778
+78,192
+10% +$2.28M 0.67% 28
2025
Q2 		$22.7M Buy
780,586
+53,709
+7% +$1.42M 0.66% 31
2025
Q1 		$19M Buy
726,877
+72,661
+11% +$2.02M 0.63% 35
2024
Q4 		$18.3M Sell
654,216
-1,192,773
-65% -$34M 0.61% 36
2024
Q3 		$17M Buy
1,846,989
+1,265,664
+218% +$33.7M 0.61% 38
2024
Q2 		$15.6M Buy
581,325
+41,745
+8% +$1.09M 0.6% 38
2024
Q1 		$13.9M Buy
539,580
+32,277
+6% +$823K 0.59% 39
2023
Q4 		$12.6M Buy
507,303
+52,689
+12% +$1.21M 0.58% 39
2023
Q3 		$9.73M Buy
454,614
+26,808
+6% +$635K 0.52% 44
2023
Q2 		$10.4M Buy
427,806
+35,034
+9% +$790K 0.54% 39
2023
Q1 		$8.85M Buy
392,772
+31,965
+9% +$736K 0.52% 41
2022
Q4 		$8.77M Buy
360,807
+164,739
+84% +$3.61M 0.54% 39
2022
Q3 		$4.28M Buy
196,068
+32,646
+20% +$728K 0.31% 73
2022
Q2 		$3.77M Buy
163,422
+36,084
+28% +$833K 0.27% 83
2022
Q1 		$2.83M Buy
127,338
+39,288
+45% +$985K 0.22% 98
2021
Q4 		$2.19M Buy
88,050
+32,070
+57% +$855K 0.16% 128
2021
Q3 		$1.54M Buy
55,980
+13,533
+32% +$354K 0.11% 169
2021
Q2 		$1.1M Buy
42,447
+9,417
+29% +$243K 0.08% 197
2021
Q1 		$868K Buy
33,030
+2,898
+10% +$70.3K 0.07% 221
2020
Q4 		$723K Buy
30,132
+2,214
+8% +$46.2K 0.07% 217
2020
Q3 		$544K Buy
27,918
+6,822
+32% +$126K 0.06% 221
2020
Q2 		$387K Buy
21,096
+195
+0.9% +$3.18K 0.05% 246
2020
Q1 		$320K Sell
20,901
-2,280
-10% -$41.8K 0.05% 241
2019
Q4 		$477K Buy
23,181
+168
+0.7% +$3.25K 0.06% 222
2019
Q3 		$437K Buy
23,013
+2,031
+10% +$38.4K 0.06% 212
2019
Q2 		$401K Buy
20,982
+1,212
+6% +$22.7K 0.06% 211
2019
Q1 		$374K Buy
19,770
+534
+3% +$9.54K 0.06% 214
2018
Q4 		$326K Buy
19,236
+5,859
+44% +$102K 0.05% 247
2018
Q3 		$228K Buy
13,377
+3,372
+34% +$64.2K 0.03% 278
2018
Q2 		$183K Buy
10,005
+3,348
+50% +$60.6K 0.03% 290
2018
Q1 		$117K Sell
6,657
-336
-5% -$6.04K 0.02% 321
2017
Q4 		$124K Buy
6,993
+207
+3% +$3.57K 0.02% 323
2017
Q3 		$113K Buy
6,786
+6,726
+11,210% +$109K 0.02% 332
2017
Q2 		$1K Sell
60
-5,943
-99% -$94.4K ﹤0.01% 626
2017
Q1 		$95K Buy
6,003
+18
+0.3% +$281 0.03% 252
2016
Q4 		$90K Buy
5,985
+12
+0.2% +$176 0.03% 241
2016
Q3 		$87K Buy
5,973
+6
+0.1% +$87 0.03% 248
2016
Q2 		$84K Buy
5,967
+6
+0.1% +$83 0.04% 202
2016
Q1 		$81K Buy
5,961
+90
+2% +$1.14K 0.04% 196
2015
Q4 		$78K Buy
5,871
+93
+2% +$1.26K 0.04% 250
2015
Q3 		$75K Buy
5,778
+72
+1% +$1K 0.04% 203
2015
Q2 		$81K Sell
5,706
-276
-5% -$3.99K 0.04% 206
2015
Q1 		$81K Buy
5,982
+348
+6% +$4.86K 0.04% 193
2014
Q4 		$76K Buy
+5,634
New +$74.2K 0.03% 197

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
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

Chicago Partners Investment Group's SCHM Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 6.8% in Q1 2026, buying an estimated $2.07M and bringing the position to 1,016,853 shares worth $34.3M. The position accounts for 0.77% of the portfolio, ranked #23.

Chicago Partners Investment Group first reported a position in SCHM in Q4 2014 and has held it in 46 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Chicago Partners Investment Group held 1,016,853 shares of Schwab US Mid-Cap ETF worth $34.3M as of Q1 2026.
  • Chicago Partners Investment Group bought 64,931 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $2.07M.
  • Schwab US Mid-Cap ETF made up 0.77% of Chicago Partners Investment Group's portfolio in Q1 2026, its #23 holding.
  • Chicago Partners Investment Group first reported a position in Schwab US Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.