DecisionPoint Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

DecisionPoint Financial’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	$44.2K	Buy	1,426 +3	+0.2%	+$96	0.01%	96
2025 Q4	$42.8K	Buy	1,423 +7	+0.5%	+$209	0.01%	98
2025 Q3	$42.2K	Buy	1,416 +6	+0.4%	+$175	0.01%	85
2025 Q2	$39.9K	Sell	1,410 -6,024	-81%	-$159K	0.01%	93
2025 Q1	$195K	Buy	7,434 +22	+0.3%	+$613	0.06%	40
2024 Q4	$205K	Buy	7,412 +29	+0.4%	+$826	0.06%	39
2024 Q3	$204K	Buy	7,383 +30	+0.4%	+$798	0.06%	39
2024 Q2	$199K	Buy	7,353 +24	+0.3%	+$628	0.07%	39
2024 Q1	$189K	Buy	7,329 +24	+0.3%	+$612	0.08%	35
2023 Q4	$183K	Buy	+7,305	New	+$167K	0.08%	33

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

DecisionPoint Financial's SCHM Position: Q1 2026 in Review

DecisionPoint Financial increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.21% in Q1 2026, buying an estimated $96 and bringing the position to 1,426 shares worth $44.2K. The position accounts for 0.01% of the portfolio, ranked #96.

DecisionPoint Financial first reported a position in SCHM in Q4 2023 and has held it in 10 quarters since. The position peaked at $205K in Q4 2024. 1,011 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

DecisionPoint Financial held 1,426 shares of Schwab US Mid-Cap ETF worth $44.2K as of Q1 2026.
DecisionPoint Financial bought 3 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $96.
Schwab US Mid-Cap ETF made up 0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #96 holding.
DecisionPoint Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
DecisionPoint Financial's Schwab US Mid-Cap ETF position peaked at $205K in Q4 2024.
1,011 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.