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

Financial Engines 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	$1.76B	Sell	56,835,618 -1,136,116	-2%	-$36.2M	3.57%	7
2025 Q4	$1.74B	Sell	57,971,734 -837,408	-1%	-$25M	3.3%	11
2025 Q3	$1.74B	Sell	58,809,142 -1,543,182	-3%	-$44.9M	3.33%	11
2025 Q2	$1.69B	Buy	60,352,324 +1,586,972	+3%	+$41.9M	3.38%	11
2025 Q1	$1.54B	Sell	58,765,352 -636,187	-1%	-$17.7M	3.3%	11
2024 Q4	$1.65B	Sell	59,401,539 -18,386,364	-24%	-$524M	3.46%	11
2024 Q3	$1.67B	Buy	77,787,903 +14,124,093	+22%	+$376M	3.49%	11
2024 Q2	$1.66B	Buy	63,663,810 +457,344	+0.7%	+$12M	3.68%	10
2024 Q1	$1.72B	Sell	63,206,466 -195,729	-0.3%	-$4.99M	3.87%	9
2023 Q4	$1.59B	Buy	63,402,195 +1,924,482	+3%	+$44.1M	3.75%	9
2023 Q3	$1.39B	Buy	61,477,713 +5,143,557	+9%	+$122M	3.64%	9
2023 Q2	$1.33B	Buy	56,334,156 +2,822,400	+5%	+$63.6M	3.38%	12
2023 Q1	$1.21B	Buy	53,511,756 +3,220,848	+6%	+$74.2M	3.21%	11
2022 Q4	$1.1B	Buy	50,290,908 +5,611,446	+13%	+$123M	3.14%	11
2022 Q3	$901M	Buy	44,679,462 +1,927,866	+5%	+$43M	2.94%	13
2022 Q2	$894M	Buy	42,751,596 +9,762,147	+30%	+$225M	2.72%	13
2022 Q1	$834M	Buy	32,989,449 +2,670,444	+9%	+$66.9M	2.23%	15
2021 Q4	$814M	Buy	30,319,005 +3,407,190	+13%	+$90.9M	2.16%	15
2021 Q3	$688M	Buy	26,911,815 +2,081,805	+8%	+$54.4M	2.03%	15
2021 Q2	$648M	Buy	24,830,010 +3,133,272	+14%	+$80.9M	1.88%	17
2021 Q1	$538M	Buy	21,696,738 +3,906,411	+22%	+$94.8M	1.68%	19
2020 Q4	$405M	Buy	17,790,327 +3,207,762	+22%	+$66.9M	1.38%	20
2020 Q3	$270M	Buy	14,582,565 +2,937,939	+25%	+$54.4M	1.07%	24
2020 Q2	$204M	Buy	11,644,626 +2,143,785	+23%	+$34.9M	0.89%	23
2020 Q1	$134M	Buy	9,500,841 +1,722,459	+22%	+$31.5M	0.72%	22
2019 Q4	$156M	Buy	7,778,382 +608,787	+8%	+$11.8M	0.75%	20
2019 Q3	$135M	Sell	7,169,595 -414,225	-5%	-$7.83M	0.73%	24
2019 Q2	$144M	Buy	7,583,820 +159,186	+2%	+$2.98M	0.84%	19
2019 Q1	$137M	Buy	7,424,634 +1,174,626	+19%	+$21M	0.75%	21
2018 Q4	$98.2M	Buy	6,250,008 +3,113,331	+99%	+$54.4M	0.68%	26
2018 Q3	$60.5M	Buy	3,136,677 +777,363	+33%	+$14.8M	1.15%	12
2018 Q2	$43.2M	Buy	2,359,314 +633,162	+37%	+$11.5M	1.03%	12
2018 Q1	$30.4M	Buy	1,726,152 +333,426	+24%	+$5.99M	0.89%	10
2017 Q4	$199M	Sell	1,392,726 -266,595	-16%	-$4.6M	5.71%	5
2017 Q3	$27.7M	Buy	1,659,321 +1,582,947	+2,073%	+$25.7M	0.93%	10
2017 Q2	$1.23M	Buy	+76,374	New	+$1.21M	0.06%	35

Other funds holding SCHM

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

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

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

Financial Engines Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2% in Q1 2026, selling an estimated $36.2M and leaving 56,835,618 shares worth $1.76B. The position accounts for 3.57% of the portfolio, ranked #7.

Financial Engines Advisors first reported a position in SCHM in Q2 2017 and has held it in 36 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Financial Engines Advisors held 56,835,618 shares of Schwab US Mid-Cap ETF worth $1.76B as of Q1 2026.
Financial Engines Advisors sold 1,136,116 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $36.2M.
Schwab US Mid-Cap ETF made up 3.57% of Financial Engines Advisors's portfolio in Q1 2026, its #7 holding.
Financial Engines Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and has held it in 36 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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