Continuum Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Continuum Advisory's SCHM Position: Q1 2026 in Review

Continuum Advisory increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.1% in Q1 2026, buying an estimated $16K and bringing the position to 16,968 shares worth $525K. The position accounts for 0.05% of the portfolio, ranked #274.

Continuum Advisory first reported a position in SCHM in Q2 2017 and has held it in 30 quarters since. The position peaked at $1.86M in Q4 2021. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

• Continuum Advisory held 16,968 shares of Schwab US Mid-Cap ETF worth $525K as of Q1 2026.
• Continuum Advisory bought 503 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $16K.
• Schwab US Mid-Cap ETF made up 0.05% of Continuum Advisory's portfolio in Q1 2026, its #274 holding.
• Continuum Advisory first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and has held it in 30 quarters since.
• Continuum Advisory's Schwab US Mid-Cap ETF position peaked at $1.86M in Q4 2021.
• 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.