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Goepper Burkhardt’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Goepper Burkhardt’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 		$774K Sell
25,006
-3,288
-12% -$105K 0.26% 44
2025
Q4 		$851K Sell
28,294
-6,387
-18% -$190K 0.28% 41
2025
Q3 		$1.03M Sell
34,681
-3,200
-8% -$93.2K 0.35% 36
2025
Q2 		$1.06M Sell
37,881
-3,500
-8% -$92.3K 0.39% 30
2025
Q1 		$1.08M Sell
41,381
-500
-1% -$13.9K 0.43% 31
2024
Q4 		$1.16M Sell
41,881
-3,989
-9% -$114K 0.47% 30
2024
Q3 		$1.27M Buy
45,870
+375
+0.8% +$9.97K 0.52% 29
2024
Q2 		$1.18M Buy
45,495
+300
+0.7% +$7.85K 0.53% 28
2024
Q1 		$1.2M Buy
45,195
+2,700
+6% +$68.9K 0.56% 27
2023
Q4 		$1.07M Sell
42,495
-930
-2% -$21.3K 0.54% 26
2023
Q3 		$980K Sell
43,425
-360
-0.8% -$8.53K 0.6% 25
2023
Q2 		$1.04M Sell
43,785
-600
-1% -$13.5K 0.63% 24
2023
Q1 		$1M Buy
44,385
+2,775
+7% +$63.9K 0.66% 24
2022
Q4 		$910K Sell
41,610
-4,050
-9% -$88.8K 0.64% 25
2022
Q3 		$921K Sell
45,660
-1,560
-3% -$34.8K 0.68% 22
2022
Q2 		$987K Sell
47,220
-75
-0.2% -$1.73K 0.7% 22
2022
Q1 		$1.2M Sell
47,295
-2,700
-5% -$67.7K 0.73% 20
2021
Q4 		$1.34M Sell
49,995
-1,095
-2% -$29.2K 0.8% 19
2021
Q3 		$1.31M Sell
51,090
-2,700
-5% -$70.5K 0.83% 19
2021
Q2 		$1.4M Sell
53,790
-15,000
-22% -$387K 0.89% 19
2021
Q1 		$1.71M Sell
68,790
-13,200
-16% -$320K 1.16% 15
2020
Q4 		$1.86M Buy
+81,990
New +$1.71M 1.35% 15

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goepper Burkhardt's SCHM Position: Q1 2026 in Review

Goepper Burkhardt reduced its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q1 2026, selling an estimated $105K and leaving 25,006 shares worth $774K. The position accounts for 0.26% of the portfolio, ranked #44.

Goepper Burkhardt first reported a position in SCHM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.86M in Q4 2020. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Goepper Burkhardt held 25,006 shares of Schwab US Mid-Cap ETF worth $774K as of Q1 2026.
  • Goepper Burkhardt sold 3,288 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $105K.
  • Schwab US Mid-Cap ETF made up 0.26% of Goepper Burkhardt's portfolio in Q1 2026, its #44 holding.
  • Goepper Burkhardt first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Goepper Burkhardt's Schwab US Mid-Cap ETF position peaked at $1.86M in Q4 2020.
  • 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Goepper Burkhardt's 13F filing for Q1 2026, filed 13 May 2026.