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Element Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Element Wealth’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 		$3.29M Buy
106,303
+79
+0.1% +$2.52K 1.36% 15
2025
Q4 		$3.19M Sell
106,224
-1,063
-1% -$31.7K 1.32% 15
2025
Q3 		$3.18M Sell
107,287
-4,282
-4% -$125K 1.38% 17
2025
Q2 		$3.13M Sell
111,569
-2,453
-2% -$64.7K 1.44% 15
2025
Q1 		$2.99M Sell
114,022
-1,719
-1% -$47.9K 1.6% 16
2024
Q4 		$3.21M Sell
115,741
-452
-0.4% -$12.9K 1.68% 16
2024
Q3 		$3.22M Sell
116,193
-927
-0.8% -$24.7K 1.7% 15
2024
Q2 		$3.04M Buy
117,120
+207
+0.2% +$5.42K 1.71% 15
2024
Q1 		$3.17M Sell
116,913
-315
-0.3% -$8.04K 1.86% 13
2023
Q4 		$2.94M Sell
117,228
-1,212
-1% -$27.8K 1.84% 13
2023
Q3 		$2.67M Buy
118,440
+399
+0.3% +$9.45K 1.93% 11
2023
Q2 		$2.79M Sell
118,041
-378
-0.3% -$8.52K 1.95% 11
2023
Q1 		$2.68M Sell
118,419
-3,255
-3% -$75K 2% 12
2022
Q4 		$2.66M Sell
121,674
-1,533
-1% -$33.6K 2.18% 11
2022
Q3 		$2.49M Buy
123,207
+84
+0.1% +$1.87K 2.29% 12
2022
Q2 		$2.58M Sell
123,123
-2,538
-2% -$58.6K 2.56% 11
2022
Q1 		$3.18M Sell
125,661
-3,231
-3% -$81K 2.56% 12
2021
Q4 		$3.46M Sell
128,892
-30,294
-19% -$808K 2.61% 10
2021
Q3 		$4.07M Buy
159,186
+273
+0.2% +$7.13K 3.24% 9
2021
Q2 		$4.15M Sell
158,913
-2,454
-2% -$63.4K 3.24% 9
2021
Q1 		$4M Buy
161,367
+8,889
+6% +$216K 3.33% 9
2020
Q4 		$3.46M Sell
152,478
-10,710
-7% -$223K 3.21% 8
2020
Q3 		$3.02M Sell
163,188
-16,335
-9% -$303K 3.22% 8
2020
Q2 		$3.15M Buy
179,523
+3,675
+2% +$59.9K 3.61% 8
2020
Q1 		$2.47M Sell
175,848
-1,320
-0.7% -$24.2K 3.42% 10
2019
Q4 		$3.55M Buy
+177,168
New +$3.43M 3.64% 8

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

Element Wealth's SCHM Position: Q1 2026 in Review

Element Wealth increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.07% in Q1 2026, buying an estimated $2.52K and bringing the position to 106,303 shares worth $3.29M. The position accounts for 1.36% of the portfolio, ranked #15.

Element Wealth first reported a position in SCHM in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.15M in Q2 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Element Wealth held 106,303 shares of Schwab US Mid-Cap ETF worth $3.29M as of Q1 2026.
  • Element Wealth bought 79 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $2.52K.
  • Schwab US Mid-Cap ETF made up 1.36% of Element Wealth's portfolio in Q1 2026, its #15 holding.
  • Element Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Element Wealth's Schwab US Mid-Cap ETF position peaked at $4.15M in Q2 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.