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

Cynosure 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 		$886K Buy
28,603
+8
+0% +$255 0.11% 56
2025
Q4 		$860K Sell
28,595
-21,459
-43% -$640K 0.09% 78
2025
Q3 		$1.48M Buy
50,054
+20,557
+70% +$598K 0.16% 54
2025
Q2 		$827K Buy
29,497
+90
+0.3% +$2.37K 0.09% 110
2025
Q1 		$770K Buy
29,407
+74
+0.3% +$2.06K 0.11% 93
2024
Q4 		$813K Buy
29,333
+101
+0.3% +$2.88K 0.12% 91
2024
Q3 		$810K Hold
29,232
– – 0.12% 90
2024
Q2 		$758K Hold
29,232
– – 0.12% 111
2024
Q1 		$793K Hold
29,232
– – 0.14% 77
2023
Q4 		$734K Hold
29,232
– – 0.13% 107
2023
Q3 		$659K Sell
29,232
-16,971
-37% -$402K 0.2% 99
2023
Q2 		$1.09M Buy
+46,203
New +$1.04M 0.33% 71

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

Cynosure Group's SCHM Position: Q1 2026 in Review

Cynosure Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.03% in Q1 2026, buying an estimated $255 and bringing the position to 28,603 shares worth $886K. The position accounts for 0.11% of the portfolio, ranked #56.

Cynosure Group first reported a position in SCHM in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.48M in Q3 2025. 1,011 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Cynosure Group held 28,603 shares of Schwab US Mid-Cap ETF worth $886K as of Q1 2026.
  • Cynosure Group bought 8 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $255.
  • Schwab US Mid-Cap ETF made up 0.11% of Cynosure Group's portfolio in Q1 2026, its #56 holding.
  • Cynosure Group first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • Cynosure Group's Schwab US Mid-Cap ETF position peaked at $1.48M in Q3 2025.
  • 1,011 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.