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Elwood & Goetz Wealth Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$10.7M Sell
345,745
-928
-0.3% -$29.5K 1.82% 12
2025
Q4 		$10.4M Sell
346,673
-11,250
-3% -$335K 1.83% 12
2025
Q3 		$10.6M Sell
357,923
-668,568
-65% -$19.5M 2.04% 11
2025
Q2 		$28.8M Sell
1,026,491
-57,495
-5% -$1.52M 6.22% 6
2025
Q1 		$28.4M Buy
1,083,986
+23,223
+2% +$647K 6.94% 5
2024
Q4 		$29.4M Buy
1,060,763
+37,943
+4% +$1.08M 7.17% 6
2024
Q3 		$28.3M Buy
1,022,820
+51,438
+5% +$1.37M 7.01% 6
2024
Q2 		$25.2M Buy
971,382
+35,643
+4% +$933K 7.15% 6
2024
Q1 		$25.4M Buy
935,739
+20,598
+2% +$525K 6.16% 5
2023
Q4 		$23M Sell
915,141
-2,775
-0.3% -$63.6K 4.86% 7
2023
Q3 		$20.7M Sell
917,916
-36,597
-4% -$867K 4.8% 8
2023
Q2 		$22.6M Buy
954,513
+30,072
+3% +$678K 5.15% 7
2023
Q1 		$20.9M Buy
924,441
+72,462
+9% +$1.67M 4.99% 8
2022
Q4 		$18.6M Buy
851,979
+60,963
+8% +$1.34M 5.68% 8
2022
Q3 		$16M Buy
791,016
+23,985
+3% +$535K 5.39% 8
2022
Q2 		$16M Sell
767,031
-50,130
-6% -$1.16M 5.36% 8
2022
Q1 		$20.7M Buy
817,161
+19,008
+2% +$476K 6.41% 8
2021
Q4 		$21.4M Buy
798,153
+35,100
+5% +$936K 6.66% 8
2021
Q3 		$19.5M Buy
763,053
+58,791
+8% +$1.54M 6.73% 8
2021
Q2 		$18.4M Buy
704,262
+26,937
+4% +$696K 6.91% 7
2021
Q1 		$16.8M Buy
677,325
+33,483
+5% +$812K 6.97% 7
2020
Q4 		$14.6M Buy
643,842
+3,801
+0.6% +$79.3K 6.68% 7
2020
Q3 		$11.8M Buy
640,041
+48,462
+8% +$898K 6.38% 7
2020
Q2 		$10.4M Buy
591,579
+34,677
+6% +$565K 6.33% 8
2020
Q1 		$7.83M Buy
556,902
+44,502
+9% +$815K 5.84% 8
2019
Q4 		$10.3M Buy
512,400
+31,701
+7% +$614K 7.37% 7
2019
Q3 		$9.06M Buy
480,699
+46,407
+11% +$877K 7.17% 7
2019
Q2 		$8.27M Buy
434,292
+19,968
+5% +$374K 7.09% 7
2019
Q1 		$7.65M Buy
414,324
+32,379
+8% +$579K 7.03% 7
2018
Q4 		$6.1M Buy
+381,945
New +$6.67M 6.46% 7

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

Elwood & Goetz Wealth Advisory Group's SCHM Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.27% in Q1 2026, selling an estimated $29.5K and leaving 345,745 shares worth $10.7M. The position accounts for 1.82% of the portfolio, ranked #12.

Elwood & Goetz Wealth Advisory Group first reported a position in SCHM in Q4 2018 and has held it in 30 quarters since. The position peaked at $29.4M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group held 345,745 shares of Schwab US Mid-Cap ETF worth $10.7M as of Q1 2026.
  • Elwood & Goetz Wealth Advisory Group sold 928 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $29.5K.
  • Schwab US Mid-Cap ETF made up 1.82% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #12 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Elwood & Goetz Wealth Advisory Group's Schwab US Mid-Cap ETF position peaked at $29.4M in Q4 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.