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

Genesee Capital 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	$508K	Buy	16,422 +41	+0.3%	+$1.3K	0.21%	81
2025 Q4	$493K	Buy	16,381 +8,024	+96%	+$239K	0.2%	83
2025 Q3	$248K	Sell	8,357 -5,149	-38%	-$150K	0.11%	106
2025 Q2	$379K	Buy	13,506 +49	+0.4%	+$1.29K	0.17%	87
2025 Q1	$353K	Buy	13,457 +40	+0.3%	+$1.11K	0.18%	91
2024 Q4	$372K	Buy	+13,417	New	+$382K	0.17%	88
2019 Q2	–	Sell	-38,505	Closed	-$711K	–	101
2019 Q1	$711K	Sell	38,505 -549	-1%	-$9.81K	0.86%	35
2018 Q4	$624K	Buy	+39,054	New	+$682K	1.02%	29

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

Genesee Capital Advisors's SCHM Position: Q1 2026 in Review

Genesee Capital Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.25% in Q1 2026, buying an estimated $1.3K and bringing the position to 16,422 shares worth $508K. The position accounts for 0.21% of the portfolio, ranked #81.

Genesee Capital Advisors first reported a position in SCHM in Q4 2018 and has held it in 8 quarters since. The position peaked at $711K in Q1 2019. 1,011 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Genesee Capital Advisors held 16,422 shares of Schwab US Mid-Cap ETF worth $508K as of Q1 2026.
Genesee Capital Advisors bought 41 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $1.3K.
Schwab US Mid-Cap ETF made up 0.21% of Genesee Capital Advisors's portfolio in Q1 2026, its #81 holding.
Genesee Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 8 quarters since.
Genesee Capital Advisors's Schwab US Mid-Cap ETF position peaked at $711K in Q1 2019.
1,011 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Genesee Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.