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D.A. Davidson & Co’s Schwab US Mid-Cap ETF SCHM Stock Holding History

D.A. Davidson & Co’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 		– Sell
-29,045
Closed -$873K – 1621
2025
Q4 		$873K Buy
+29,045
New +$866K 0.01% 938
2018
Q1 		– Sell
-12,768
Closed -$227K – 1141
2017
Q4 		$227K Buy
+12,768
New +$220K ﹤0.01% 963
2017
Q3 		– Sell
-3,720
Closed -$59K – 1824
2017
Q2 		$59K Buy
3,720
+2,520
+210% +$40K ﹤0.01% 1478
2017
Q1 		$18K Hold
1,200
– – ﹤0.01% 1860
2016
Q4 		$18K Buy
+1,200
New +$17.6K ﹤0.01% 1958

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

D.A. Davidson & Co's SCHM Position: Q1 2026 in Review

D.A. Davidson & Co sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 29,045 shares — an estimated $873K sold.

D.A. Davidson & Co first reported a position in SCHM in Q4 2016 and held it in 5 quarters. The position peaked at $873K in Q4 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • D.A. Davidson & Co reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • D.A. Davidson & Co sold 29,045 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $873K.
  • D.A. Davidson & Co first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and held it in 5 quarters.
  • D.A. Davidson & Co's Schwab US Mid-Cap ETF position peaked at $873K in Q4 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.