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

FSA 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	–	Sell	-8,800	Closed	-$265K	–	230
2025 Q4	$265K	Sell	8,800 -471	-5%	-$14K	0.18%	139
2025 Q3	$275K	Buy	+9,271	New	+$270K	0.22%	119
2025 Q2	–	Sell	-9,206	Closed	-$241K	–	196
2025 Q1	$241K	Buy	+9,206	New	+$256K	0.19%	152
2024 Q4	–	Sell	-8,040	Closed	-$222K	–	166
2024 Q3	$222K	Sell	8,040 -111	-1%	-$2.95K	0.22%	128
2024 Q2	$212K	Buy	8,151 +93	+1%	+$2.43K	0.22%	124
2024 Q1	$219K	Sell	8,058 -834	-9%	-$21.3K	0.23%	123
2023 Q4	$223K	Buy	+8,892	New	+$204K	0.28%	106

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

FSA Advisors's SCHM Position: Q1 2026 in Review

FSA Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 8,800 shares — an estimated $265K sold.

FSA Advisors first reported a position in SCHM in Q4 2023 and held it in 7 quarters. The position peaked at $275K in Q3 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

FSA Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
FSA Advisors sold 8,800 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $265K.
FSA Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and held it in 7 quarters.
FSA Advisors's Schwab US Mid-Cap ETF position peaked at $275K in Q3 2025.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on FSA Advisors's 13F filing for Q1 2026, filed 6 May 2026.