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Code Waechter’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Code Waechter’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 		$4.23M Sell
136,757
-5,321
-4% -$169K 2.52% 11
2025
Q4 		$4.27M Sell
142,078
-3,303
-2% -$98.5K 2.74% 10
2025
Q3 		$4.32M Sell
145,381
-3,322
-2% -$96.7K 2.82% 9
2025
Q2 		$4.17M Sell
148,703
-10,394
-7% -$274K 2.97% 9
2025
Q1 		$4.17M Buy
159,097
+14,808
+10% +$412K 3.43% 9
2024
Q4 		$4M Buy
144,289
+196
+0.1% +$5.58K 3.49% 9
2024
Q3 		$3.99M Buy
+144,093
New +$3.83M 3.8% 7

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

Code Waechter's SCHM Position: Q1 2026 in Review

Code Waechter reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.7% in Q1 2026, selling an estimated $169K and leaving 136,757 shares worth $4.23M. The position accounts for 2.52% of the portfolio, ranked #11.

Code Waechter first reported a position in SCHM in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.32M in Q3 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Code Waechter held 136,757 shares of Schwab US Mid-Cap ETF worth $4.23M as of Q1 2026.
  • Code Waechter sold 5,321 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $169K.
  • Schwab US Mid-Cap ETF made up 2.52% of Code Waechter's portfolio in Q1 2026, its #11 holding.
  • Code Waechter first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Code Waechter's Schwab US Mid-Cap ETF position peaked at $4.32M in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Code Waechter's 13F filing for Q1 2026, filed 15 Apr 2026.