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

DHJJ Financial Advisors’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 		$6.21M Buy
200,720
+871
+0.4% +$27.7K 2.06% 10
2025
Q4 		$6.01M Sell
199,849
-526
-0.3% -$15.7K 2% 10
2025
Q3 		$5.94M Buy
200,375
+3,096
+2% +$90.1K 2.01% 10
2025
Q2 		$5.53M Sell
197,279
-12,901
-6% -$340K 2% 11
2025
Q1 		$5.51M Sell
210,180
-775
-0.4% -$21.6K 2.22% 11
2024
Q4 		$5.85M Sell
210,955
-6,674
-3% -$190K 2.28% 10
2024
Q3 		$6.03M Buy
217,629
+11,331
+5% +$301K 2.39% 9
2024
Q2 		$5.35M Sell
206,298
-735
-0.4% -$19.2K 2.26% 10
2024
Q1 		$5.62M Sell
207,033
-71,340
-26% -$1.82M 2.49% 10
2023
Q4 		$6.99M Sell
278,373
-813
-0.3% -$18.6K 3.27% 4
2023
Q3 		$6.3M Buy
279,186
+1,227
+0.4% +$29.1K 3.2% 4
2023
Q2 		$6.58M Buy
277,959
+7,083
+3% +$160K 3.43% 4
2023
Q1 		$6.13M Buy
270,876
+9,090
+3% +$209K 3.32% 5
2022
Q4 		$5.72M Sell
261,786
-34,641
-12% -$759K 3.28% 7
2022
Q3 		$5.98M Buy
296,427
+1,380
+0.5% +$30.8K 3.49% 4
2022
Q2 		$6.18M Buy
295,047
+9,864
+3% +$228K 3.45% 5
2022
Q1 		$7.25M Buy
285,183
+4,968
+2% +$125K 3.48% 5
2021
Q4 		$7.51M Buy
280,215
+11,571
+4% +$309K 3.53% 5
2021
Q3 		$6.88M Buy
268,644
+12,813
+5% +$335K 3.56% 5
2021
Q2 		$6.68M Buy
255,831
+5,637
+2% +$146K 3.53% 5
2021
Q1 		$6.21M Sell
250,194
-1,155
-0.5% -$28K 3.6% 5
2020
Q4 		$5.71M Buy
+251,349
New +$5.24M 3.59% 5

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

DHJJ Financial Advisors's SCHM Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.44% in Q1 2026, buying an estimated $27.7K and bringing the position to 200,720 shares worth $6.21M. The position accounts for 2.06% of the portfolio, ranked #10.

DHJJ Financial Advisors first reported a position in SCHM in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.51M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • DHJJ Financial Advisors held 200,720 shares of Schwab US Mid-Cap ETF worth $6.21M as of Q1 2026.
  • DHJJ Financial Advisors bought 871 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $27.7K.
  • Schwab US Mid-Cap ETF made up 2.06% of DHJJ Financial Advisors's portfolio in Q1 2026, its #10 holding.
  • DHJJ Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • DHJJ Financial Advisors's Schwab US Mid-Cap ETF position peaked at $7.51M in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.