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

FF 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	$1.98M	Buy	58,884 +18,478	+46%	+$588K	0.8%	32
2025 Q4	$1.22M	Sell	40,406 -44	-0.1%	-$1.31K	0.54%	40
2025 Q3	$1.2M	Hold	40,450	–	–	0.57%	38
2025 Q2	$1.13M	Hold	40,450	–	–	0.59%	38
2025 Q1	$1.06M	Buy	40,450 +7,945	+24%	+$221K	0.61%	38
2024 Q4	$942K	Sell	32,505 -104,250	-76%	-$2.97M	0.64%	40
2024 Q3	$1.28M	Buy	136,755 +89,430	+189%	+$2.38M	0.83%	34
2024 Q2	$1.23M	Sell	47,325 -180	-0.4%	-$4.71K	0.86%	32
2024 Q1	$1.29M	Buy	47,505 +7,887	+20%	+$201K	0.89%	33
2023 Q4	$995K	Buy	+39,618	New	+$908K	0.83%	34

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

FF Advisors's SCHM Position: Q1 2026 in Review

FF Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 46% in Q1 2026, buying an estimated $588K and bringing the position to 58,884 shares worth $1.98M. The position accounts for 0.8% of the portfolio, ranked #32.

FF Advisors first reported a position in SCHM in Q4 2023 and has held it in 10 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

FF Advisors held 58,884 shares of Schwab US Mid-Cap ETF worth $1.98M as of Q1 2026.
FF Advisors bought 18,478 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $588K.
Schwab US Mid-Cap ETF made up 0.8% of FF Advisors's portfolio in Q1 2026, its #32 holding.
FF Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on FF Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.