Cornerstone Wealth Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cornerstone Wealth 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	$1.29M	Sell	38,175 -11,624	-23%	-$370K	0.08%	147
2025 Q4	$1.5M	Sell	49,799 -6,371	-11%	-$190K	0.1%	124
2025 Q3	$1.66M	Sell	56,170 -2,038	-4%	-$59.3K	0.11%	118
2025 Q2	$1.63M	Sell	58,208 -8,665	-13%	-$229K	0.12%	112
2025 Q1	$1.75M	Sell	66,873 -5,318	-7%	-$148K	0.15%	114
2024 Q4	$2M	Buy	72,191 +2,996	+4%	+$85.4K	0.16%	109
2024 Q3	$1.92M	Sell	69,195 -2,115	-3%	-$56.2K	0.16%	109
2024 Q2	$1.85M	Sell	71,310 -93	-0.1%	-$2.43K	0.16%	106
2024 Q1	$1.94M	Buy	+71,403	New	+$1.82M	0.18%	100

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

Cornerstone Wealth Group's SCHM Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 23% in Q1 2026, selling an estimated $370K and leaving 38,175 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #147.

Cornerstone Wealth Group first reported a position in SCHM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Cornerstone Wealth Group held 38,175 shares of Schwab US Mid-Cap ETF worth $1.29M as of Q1 2026.
Cornerstone Wealth Group sold 11,624 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $370K.
Schwab US Mid-Cap ETF made up 0.08% of Cornerstone Wealth Group's portfolio in Q1 2026, its #147 holding.
Cornerstone Wealth Group first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Cornerstone Wealth Group's Schwab US Mid-Cap ETF position peaked at $2M in Q4 2024.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.