Clear Point Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Clear Point Advisors’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	$981K	Buy	31,687 +3,218	+11%	+$102K	0.76%	28
2025 Q4	$856K	Sell	28,469 -2,806	-9%	-$83.6K	0.66%	43
2025 Q3	$927K	Sell	31,275 -215	-0.7%	-$6.26K	0.72%	39
2025 Q2	$883K	Sell	31,490 -2,569	-8%	-$67.8K	0.74%	35
2025 Q1	$887K	Buy	34,059 +24	+0.1%	+$668	0.8%	36
2024 Q4	$943K	Sell	34,035 -171	-0.5%	-$4.87K	0.81%	34
2024 Q3	$947K	Sell	34,206 -117	-0.3%	-$3.11K	0.73%	34
2024 Q2	$890K	Sell	34,323 -1,323	-4%	-$34.6K	0.73%	33
2024 Q1	$968K	Sell	35,646 -4,062	-10%	-$104K	0.8%	34
2023 Q4	$997K	Buy	+39,708	New	+$910K	0.88%	29

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

Clear Point Advisors's SCHM Position: Q1 2026 in Review

Clear Point Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 11% in Q1 2026, buying an estimated $102K and bringing the position to 31,687 shares worth $981K. The position accounts for 0.76% of the portfolio, ranked #28.

Clear Point Advisors first reported a position in SCHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $997K in Q4 2023. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Clear Point Advisors held 31,687 shares of Schwab US Mid-Cap ETF worth $981K as of Q1 2026.
Clear Point Advisors bought 3,218 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $102K.
Schwab US Mid-Cap ETF made up 0.76% of Clear Point Advisors's portfolio in Q1 2026, its #28 holding.
Clear Point Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's Schwab US Mid-Cap ETF position peaked at $997K in Q4 2023.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.