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FAS Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

FAS Wealth Partners’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 		$19.4M Buy
627,188
+22,838
+4% +$727K 1.21% 16
2025
Q4 		$18.2M Buy
604,350
+36,811
+6% +$1.1M 1.17% 19
2025
Q3 		$16.8M Buy
567,539
+7,638
+1% +$222K 1.14% 19
2025
Q2 		$15.7M Buy
559,901
+13,613
+2% +$359K 1.16% 20
2025
Q1 		$14.3M Buy
546,288
+12,154
+2% +$338K 1.17% 19
2024
Q4 		$14.8M Sell
534,134
-19,318
-3% -$550K 1.24% 18
2024
Q3 		$15.3M Buy
553,452
+4,476
+0.8% +$119K 1.22% 18
2024
Q2 		$14.2M Buy
548,976
+8,610
+2% +$225K 1.23% 17
2024
Q1 		$14.7M Buy
540,366
+5,913
+1% +$151K 1.3% 17
2023
Q4 		$13.4M Buy
534,453
+3,615
+0.7% +$82.8K 1.27% 17
2023
Q3 		$12M Sell
530,838
-357
-0.1% -$8.46K 1.28% 16
2023
Q2 		$12.6M Sell
531,195
-1,899
-0.4% -$42.8K 1.59% 13
2023
Q1 		$12.1M Buy
533,094
+2,808
+0.5% +$64.7K 1.31% 17
2022
Q4 		$11.6M Buy
530,286
+2,409
+0.5% +$52.8K 1.31% 17
2022
Q3 		$10.7M Buy
527,877
+13,164
+3% +$294K 1.18% 19
2022
Q2 		$10.8M Buy
514,713
+8,370
+2% +$193K 1.13% 19
2022
Q1 		$12.8M Sell
506,343
-1,026
-0.2% -$25.7K 1.21% 16
2021
Q4 		$13.6M Sell
507,369
-25,818
-5% -$689K 1.25% 17
2021
Q3 		$13.6M Buy
533,187
+13,065
+3% +$341K 1.28% 17
2021
Q2 		$13.6M Buy
520,122
+17,988
+4% +$465K 1.27% 17
2021
Q1 		$12.5M Buy
502,134
+39,873
+9% +$967K 1.3% 17
2020
Q4 		$10.5M Buy
462,261
+88,530
+24% +$1.85M 1.2% 19
2020
Q3 		$6.91M Buy
373,731
+38,130
+11% +$706K 0.94% 20
2020
Q2 		$5.89M Buy
335,601
+101,295
+43% +$1.65M 0.87% 19
2020
Q1 		$3.29M Buy
234,306
+36,132
+18% +$662K 0.58% 36
2019
Q4 		$3.97M Buy
198,174
+10,416
+6% +$202K 0.67% 29
2019
Q3 		$3.54M Buy
187,758
+3,486
+2% +$65.9K 0.64% 31
2019
Q2 		$3.51M Buy
184,272
+4,803
+3% +$89.8K 0.65% 30
2019
Q1 		$3.31M Buy
179,469
+4,722
+3% +$84.4K 0.65% 32
2018
Q4 		$2.79M Sell
174,747
-2,709
-2% -$47.3K 0.64% 33
2018
Q3 		$3.42M Buy
177,456
+4,884
+3% +$93K 0.78% 27
2018
Q2 		$3.16M Buy
172,572
+6,135
+4% +$111K 0.85% 28
2018
Q1 		$2.93M Buy
166,437
+8,520
+5% +$153K 0.85% 28
2017
Q4 		$2.8M Buy
157,917
+7,935
+5% +$137K 0.74% 29
2017
Q3 		$2.5M Buy
149,982
+876
+0.6% +$14.2K 0.7% 29
2017
Q2 		$2.39M Buy
149,106
+7,104
+5% +$113K 0.71% 29
2017
Q1 		$2.24M Buy
142,002
+45,105
+47% +$703K 0.69% 29
2016
Q4 		$1.46M Buy
96,897
+17,244
+22% +$252K 0.43% 35
2016
Q3 		$1.16M Buy
79,653
+22,899
+40% +$331K 0.38% 40
2016
Q2 		$795K Buy
+56,754
New +$782K 0.29% 45

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

FAS Wealth Partners's SCHM Position: Q1 2026 in Review

FAS Wealth Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.8% in Q1 2026, buying an estimated $727K and bringing the position to 627,188 shares worth $19.4M. The position accounts for 1.21% of the portfolio, ranked #16.

FAS Wealth Partners first reported a position in SCHM in Q2 2016 and has held it in 40 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • FAS Wealth Partners held 627,188 shares of Schwab US Mid-Cap ETF worth $19.4M as of Q1 2026.
  • FAS Wealth Partners bought 22,838 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $727K.
  • Schwab US Mid-Cap ETF made up 1.21% of FAS Wealth Partners's portfolio in Q1 2026, its #16 holding.
  • FAS Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2016 and has held it in 40 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.