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

Evernest 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	$604K	Sell	17,912 -2,922	-14%	-$93K	0.13%	106
2025 Q4	$683K	Buy	20,834 +78	+0.4%	+$2.33K	0.14%	101
2025 Q3	$615K	Buy	20,756 +75	+0.4%	+$2.18K	0.17%	107
2025 Q2	$580K	Buy	20,681 +3,061	+17%	+$80.8K	0.19%	101
2025 Q1	$462K	Buy	17,620 +52	+0.3%	+$1.45K	0.17%	107
2024 Q4	$487K	Buy	17,568 +72	+0.4%	+$2.05K	0.13%	112
2024 Q3	$485K	Buy	17,496 +123	+0.7%	+$3.27K	0.13%	107
2024 Q2	$451K	Hold	17,373	–	–	0.2%	92
2024 Q1	$438K	Sell	17,373 -17,178	-50%	-$438K	0.21%	89
2023 Q4	$867K	Buy	+34,551	New	+$792K	0.44%	52
2021 Q4	$438K	Buy	+17,316	New	+$462K	0.23%	87

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

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

Evernest Financial Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 14% in Q1 2026, selling an estimated $93K and leaving 17,912 shares worth $604K. The position accounts for 0.13% of the portfolio, ranked #106.

Evernest Financial Advisors first reported a position in SCHM in Q4 2021 and has held it in 11 quarters since. The position peaked at $867K in Q4 2023. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Evernest Financial Advisors held 17,912 shares of Schwab US Mid-Cap ETF worth $604K as of Q1 2026.
Evernest Financial Advisors sold 2,922 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $93K.
Schwab US Mid-Cap ETF made up 0.13% of Evernest Financial Advisors's portfolio in Q1 2026, its #106 holding.
Evernest Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's Schwab US Mid-Cap ETF position peaked at $867K in Q4 2023.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.