CAG
SCHM icon

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

Curtis Advisory 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 		$392K Sell
12,653
-832
-6% -$26.5K 0.08% 102
2025
Q4 		$405K Sell
13,485
-635
-4% -$18.9K 0.09% 94
2025
Q3 		$419K Sell
14,120
-3,424
-20% -$99.7K 0.09% 84
2025
Q2 		$492K Buy
17,544
+2,170
+14% +$57.2K 0.12% 74
2025
Q1 		$403K Buy
15,374
+9
+0.1% +$251 0.12% 78
2024
Q4 		$426K Sell
15,365
-1,627
-10% -$46.4K 0.11% 74
2024
Q3 		$471K Sell
16,992
-279
-2% -$7.42K 0.13% 67
2024
Q2 		$448K Buy
17,271
+6
+0% +$157 0.16% 64
2024
Q1 		$469K Sell
17,265
-801
-4% -$20.4K 0.18% 64
2023
Q4 		$454K Sell
18,066
-768
-4% -$17.6K 0.21% 63
2023
Q3 		$425K Sell
18,834
-546
-3% -$12.9K 0.14% 64
2023
Q2 		$459K Sell
19,380
-1,125
-5% -$25.4K 0.15% 62
2023
Q1 		$464K Sell
20,505
-846
-4% -$19.5K 0.17% 58
2022
Q4 		$467K Sell
21,351
-55,464
-72% -$1.22M 0.19% 54
2022
Q3 		$1.55M Buy
76,815
+47,415
+161% +$1.06M 0.64% 24
2022
Q2 		$615K Buy
29,400
+2,541
+9% +$58.6K 0.24% 48
2022
Q1 		$679K Sell
26,859
-2,652
-9% -$66.5K 0.23% 44
2021
Q4 		$791K Sell
29,511
-41,130
-58% -$1.1M 0.26% 45
2021
Q3 		$1.8M Sell
70,641
-426
-0.6% -$11.1K 0.66% 26
2021
Q2 		$1.85M Sell
71,067
-609
-0.8% -$15.7K 0.8% 23
2021
Q1 		$1.78M Sell
71,676
-2,196
-3% -$53.3K 0.79% 26
2020
Q4 		$1.68M Sell
73,872
-2,214
-3% -$46.2K 0.82% 23
2020
Q3 		$1.41M Buy
76,086
+1,914
+3% +$35.5K 0.83% 20
2020
Q2 		$1.3M Buy
74,172
+13,629
+23% +$222K 0.93% 19
2020
Q1 		$851K Sell
60,543
-12,045
-17% -$221K 0.56% 20
2019
Q4 		$1.46M Buy
+72,588
New +$1.41M 0.84% 17

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

Curtis Advisory Group's SCHM Position: Q1 2026 in Review

Curtis Advisory Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6.2% in Q1 2026, selling an estimated $26.5K and leaving 12,653 shares worth $392K. The position accounts for 0.08% of the portfolio, ranked #102.

Curtis Advisory Group first reported a position in SCHM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.85M in Q2 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Curtis Advisory Group held 12,653 shares of Schwab US Mid-Cap ETF worth $392K as of Q1 2026.
  • Curtis Advisory Group sold 832 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $26.5K.
  • Schwab US Mid-Cap ETF made up 0.08% of Curtis Advisory Group's portfolio in Q1 2026, its #102 holding.
  • Curtis Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Curtis Advisory Group's Schwab US Mid-Cap ETF position peaked at $1.85M in Q2 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.