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

Eley Financial Management’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 		$757K Sell
24,437
-226
-0.9% -$7.2K 0.27% 58
2025
Q4 		$742K Sell
24,663
-122
-0.5% -$3.64K 0.27% 58
2025
Q3 		$735K Sell
24,785
-911
-4% -$26.5K 0.26% 59
2025
Q2 		$721K Sell
25,696
-936
-4% -$24.7K 0.28% 60
2025
Q1 		$701K Buy
26,632
+157
+0.6% +$4.37K 0.28% 61
2024
Q4 		$734K Sell
26,475
-831
-3% -$23.7K 0.29% 60
2024
Q3 		$756K Sell
27,306
-9
-0% -$239 0.3% 60
2024
Q2 		$709K Sell
27,315
-720
-3% -$18.8K 0.3% 59
2024
Q1 		$761K Sell
28,035
-666
-2% -$17K 0.33% 59
2023
Q4 		$721K Buy
28,701
+288
+1% +$6.6K 0.34% 59
2023
Q3 		$643K Sell
28,413
-2,067
-7% -$49K 0.33% 59
2023
Q2 		$722K Buy
30,480
+234
+0.8% +$5.27K 0.35% 58
2023
Q1 		$684K Sell
30,246
-1,515
-5% -$34.9K 0.35% 60
2022
Q4 		$695K Buy
+31,761
New +$696K 0.37% 58

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

Eley Financial Management's SCHM Position: Q1 2026 in Review

Eley Financial Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.92% in Q1 2026, selling an estimated $7.2K and leaving 24,437 shares worth $757K. The position accounts for 0.27% of the portfolio, ranked #58.

Eley Financial Management first reported a position in SCHM in Q4 2022 and has held it in 14 quarters since. The position peaked at $761K in Q1 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Eley Financial Management held 24,437 shares of Schwab US Mid-Cap ETF worth $757K as of Q1 2026.
  • Eley Financial Management sold 226 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $7.2K.
  • Schwab US Mid-Cap ETF made up 0.27% of Eley Financial Management's portfolio in Q1 2026, its #58 holding.
  • Eley Financial Management first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Eley Financial Management's Schwab US Mid-Cap ETF position peaked at $761K in Q1 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Eley Financial Management's 13F filing for Q1 2026, filed 15 May 2026.