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

EverSource Wealth 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	$371K	Sell	11,974 -1,275	-10%	-$40.6K	0.01%	745
2025 Q4	$398K	Sell	13,249 -1,011	-7%	-$30.1K	0.01%	621
2025 Q3	$423K	Buy	14,260 +13,231	+1,286%	+$385K	0.02%	563
2025 Q2	$28.9K	Hold	1,029	–	–	﹤0.01%	2005
2025 Q1	$27K	Hold	1,029	–	–	﹤0.01%	1536
2024 Q4	$28.5K	Hold	1,029	–	–	﹤0.01%	1447
2024 Q3	$28.5K	Hold	1,029	–	–	﹤0.01%	1308
2024 Q2	$27.9K	Hold	1,029	–	–	﹤0.01%	1350
2024 Q1	$26.2K	Buy	1,029 +444	+76%	+$11.3K	﹤0.01%	1239
2023 Q4	$14.7K	Hold	585	–	–	﹤0.01%	1394
2023 Q3	$13.2K	Hold	585	–	–	﹤0.01%	1302
2023 Q2	$13.9K	Hold	585	–	–	﹤0.01%	1305
2023 Q1	$13.2K	Hold	585	–	–	﹤0.01%	1252
2022 Q4	$12.8K	Buy	+585	New	+$12.8K	﹤0.01%	1235

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

EverSource Wealth Advisors's SCHM Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 9.6% in Q1 2026, selling an estimated $40.6K and leaving 11,974 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #745.

EverSource Wealth Advisors first reported a position in SCHM in Q4 2022 and has held it in 14 quarters since. The position peaked at $423K in Q3 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

EverSource Wealth Advisors held 11,974 shares of Schwab US Mid-Cap ETF worth $371K as of Q1 2026.
EverSource Wealth Advisors sold 1,275 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $40.6K.
Schwab US Mid-Cap ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #745 holding.
EverSource Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $423K in Q3 2025.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.