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

Exencial 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 		$62.3M Buy
2,011,027
+387,282
+24% +$12.3M 1.94% 6
2025
Q4 		$48.8M Buy
1,623,745
+227,263
+16% +$6.77M 1.54% 12
2025
Q3 		$41.4M Buy
1,396,482
+106,485
+8% +$3.1M 1.35% 14
2025
Q2 		$36.2M Buy
1,289,997
+47,004
+4% +$1.24M 1.27% 14
2025
Q1 		$32.6M Buy
1,242,993
+133,676
+12% +$3.72M 1.21% 13
2024
Q4 		$30.7M Buy
1,109,317
+55,753
+5% +$1.59M 1.13% 16
2024
Q3 		$29.2M Buy
1,053,564
+60,513
+6% +$1.61M 1.05% 17
2024
Q2 		$25.8M Sell
993,051
-1,248
-0.1% -$32.7K 0.97% 17
2024
Q1 		$27M Buy
994,299
+84,036
+9% +$2.14M 1.01% 17
2023
Q4 		$22.9M Buy
910,263
+72,345
+9% +$1.66M 0.93% 22
2023
Q3 		$18.9M Buy
837,918
+71,052
+9% +$1.68M 0.92% 25
2023
Q2 		$18.2M Buy
766,866
+69,963
+10% +$1.58M 0.83% 31
2023
Q1 		$15.8M Buy
696,903
+43,620
+7% +$1M 0.82% 37
2022
Q4 		$14.3M Buy
653,283
+22,104
+4% +$484K 0.77% 40
2022
Q3 		$12.7M Buy
631,179
+33,072
+6% +$738K 0.77% 35
2022
Q2 		$12.5M Buy
598,107
+36,657
+7% +$846K 0.71% 41
2022
Q1 		$14.2M Buy
561,450
+48,594
+9% +$1.22M 0.71% 33
2021
Q4 		$13.8M Buy
+512,856
New +$13.7M 0.67% 31
2021
Q3 		– Sell
-440,577
Closed -$11.5M – 434
2021
Q2 		$11.5M Buy
440,577
+27,705
+7% +$716K 0.62% 37
2021
Q1 		$10.2M Buy
412,872
+18,012
+5% +$437K 0.61% 40
2020
Q4 		$8.97M Buy
394,860
+315
+0.1% +$6.57K 0.61% 46
2020
Q3 		$7.3M Sell
394,545
-5,208
-1% -$96.5K 0.39% 77
2020
Q2 		$7.01M Buy
399,753
+109,218
+38% +$1.78M 0.61% 42
2020
Q1 		$4.08M Buy
290,535
+48,591
+20% +$890K 0.73% 44
2019
Q4 		$4.85M Buy
241,944
+87,363
+57% +$1.69M 0.84% 40
2019
Q3 		$2.91M Buy
+154,581
New +$2.92M 0.63% 63

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

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

Exencial Wealth Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 24% in Q1 2026, buying an estimated $12.3M and bringing the position to 2,011,027 shares worth $62.3M. The position accounts for 1.94% of the portfolio, ranked #6.

Exencial Wealth Advisors first reported a position in SCHM in Q3 2019 and has held it in 26 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Exencial Wealth Advisors held 2,011,027 shares of Schwab US Mid-Cap ETF worth $62.3M as of Q1 2026.
  • Exencial Wealth Advisors bought 387,282 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $12.3M.
  • Schwab US Mid-Cap ETF made up 1.94% of Exencial Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Exencial Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and has held it in 26 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.