Flow Traders U.S.’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Flow Traders U.S.’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	–	Sell	-41,494	Closed	-$1.25M	–	1241
2025 Q4	$1.25M	Buy	+41,494	New	+$1.24M	0.04%	330
2024 Q2	–	Sell	-104,394	Closed	-$2.83M	–	1052
2024 Q1	$2.83M	Buy	104,394 +82,098	+368%	+$2.09M	0.15%	124
2023 Q4	$560K	Buy	+22,296	New	+$511K	0.02%	480
2023 Q3	–	Sell	-44,352	Closed	-$1.05M	–	1134
2023 Q2	$1.05M	Buy	+44,352	New	+$1,000K	0.05%	321
2021 Q4	–	Sell	-65,640	Closed	-$1.68M	–	1054
2021 Q3	$1.68M	Buy	65,640 +23,298	+55%	+$609K	0.07%	323
2021 Q2	$1.1M	Sell	42,342 -14,946	-26%	-$386K	0.06%	381
2021 Q1	$1.42M	Buy	+57,288	New	+$1.39M	0.08%	244
2017 Q1	–	Sell	-114	Closed	-$2K	–	474
2016 Q4	$2K	Buy	114 +72	+171%	+$1.05K	﹤0.01%	483
2016 Q3	$1K	Buy	+42	New	+$607	﹤0.01%	397
2014 Q1	–	Sell	-2,415	Closed	-$30K	–	218
2013 Q4	$30K	Buy	+2,415	New	+$29K	﹤0.01%	141

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

Flow Traders U.S.'s SCHM Position: Q1 2026 in Review

Flow Traders U.S. sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 41,494 shares — an estimated $1.25M sold.

Flow Traders U.S. first reported a position in SCHM in Q4 2013 and held it in 10 quarters. The position peaked at $2.83M in Q1 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Flow Traders U.S. reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Flow Traders U.S. sold 41,494 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $1.25M.
Flow Traders U.S. first reported a position in Schwab US Mid-Cap ETF in Q4 2013 and held it in 10 quarters.
Flow Traders U.S.'s Schwab US Mid-Cap ETF position peaked at $2.83M in Q1 2024.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Flow Traders U.S.'s 13F filing for Q1 2026, filed 15 May 2026.