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Continental Investors Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Continental Investors Services’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 		$481K Sell
13,815
-49
-0.4% -$1.56K 0.45% 48
2025
Q4 		$438K Sell
13,864
-786
-5% -$23.4K 0.57% 48
2025
Q3 		$432K Sell
14,650
-109
-0.7% -$3.17K 0.64% 45
2025
Q2 		$414K Sell
14,759
-103
-0.7% -$2.72K 0.74% 40
2025
Q1 		$389K Buy
14,862
+1,234
+9% +$34.4K 0.77% 39
2024
Q4 		$378K Sell
13,628
-943
-6% -$26.9K 0.75% 40
2024
Q3 		$401K Sell
14,571
-2,760
-16% -$73.4K 0.82% 38
2024
Q2 		$450K Hold
17,331
– – 1% 28
2024
Q1 		$468K Buy
17,331
+21
+0.1% +$536 1.11% 26
2023
Q4 		$435K Buy
17,310
+27
+0.2% +$619 1.13% 24
2023
Q3 		$390K Sell
17,283
-17,235
-50% -$408K 1.18% 25
2023
Q2 		$834K Buy
34,518
+18,108
+110% +$408K 0.99% 22
2023
Q1 		$371K Buy
16,410
+21
+0.1% +$484 1.05% 21
2022
Q4 		$358K Buy
16,389
+27
+0.2% +$592 1.12% 20
2022
Q3 		$330K Sell
16,362
-225
-1% -$5.02K 0.99% 24
2022
Q2 		$347K Sell
16,587
-501
-3% -$11.6K 1.01% 23
2022
Q1 		$458K Buy
17,088
+543
+3% +$13.6K 1.2% 20
2021
Q4 		$418K Buy
+16,545
New +$441K 1.11% 21

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

Continental Investors Services's SCHM Position: Q1 2026 in Review

Continental Investors Services reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.35% in Q1 2026, selling an estimated $1.56K and leaving 13,815 shares worth $481K. The position accounts for 0.45% of the portfolio, ranked #48.

Continental Investors Services first reported a position in SCHM in Q4 2021 and has held it in 18 quarters since. The position peaked at $834K in Q2 2023. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Continental Investors Services held 13,815 shares of Schwab US Mid-Cap ETF worth $481K as of Q1 2026.
  • Continental Investors Services sold 49 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $1.56K.
  • Schwab US Mid-Cap ETF made up 0.45% of Continental Investors Services's portfolio in Q1 2026, its #48 holding.
  • Continental Investors Services first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Continental Investors Services's Schwab US Mid-Cap ETF position peaked at $834K in Q2 2023.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Continental Investors Services's 13F filing for Q1 2026, filed 15 May 2026.