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Great Valley Advisor Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Great Valley Advisor Group’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 		$4.09M Sell
132,122
-5,594
-4% -$178K 0.07% 238
2025
Q4 		$4.14M Sell
137,716
-6,341
-4% -$189K 0.08% 216
2025
Q3 		$4.27M Sell
144,057
-15,421
-10% -$449K 0.09% 207
2025
Q2 		$4.47M Sell
159,478
-6,309
-4% -$166K 0.1% 188
2025
Q1 		$4.34M Sell
165,787
-7,256
-4% -$202K 0.09% 189
2024
Q4 		$4.8M Sell
173,043
-4,362
-2% -$124K 0.11% 176
2024
Q3 		$4.91M Sell
177,405
-5,178
-3% -$138K 0.12% 170
2024
Q2 		$4.74M Buy
182,583
+951
+0.5% +$24.9K 0.13% 168
2024
Q1 		$4.93M Buy
181,632
+1,743
+1% +$44.5K 0.15% 153
2023
Q4 		$4.52M Sell
179,889
-543
-0.3% -$12.4K 0.16% 149
2023
Q3 		$4.07M Buy
180,432
+4,311
+2% +$102K 0.17% 148
2023
Q2 		$4.17M Buy
176,121
+4,536
+3% +$102K 0.17% 139
2023
Q1 		$3.88M Buy
171,585
+6,288
+4% +$145K 0.18% 144
2022
Q4 		$3.62M Buy
165,297
+7,800
+5% +$171K 0.18% 138
2022
Q3 		$3.18M Buy
157,497
+951
+0.6% +$21.2K 0.18% 144
2022
Q2 		$3.27M Buy
156,546
+10,440
+7% +$241K 0.18% 144
2022
Q1 		$3.69M Buy
146,106
+159
+0.1% +$3.98K 0.22% 119
2021
Q4 		$3.91M Buy
145,947
+987
+0.7% +$26.3K 0.24% 105
2021
Q3 		$3.7M Buy
144,960
+27
+0% +$705 0.26% 107
2021
Q2 		$3.78M Buy
+144,933
New +$3.74M 0.28% 95
2021
Q1 		– Sell
-23,892
Closed -$543K – 529
2020
Q4 		$543K Sell
23,892
-7,890
-25% -$165K 0.06% 268
2020
Q3 		$588K Sell
31,782
-26,922
-46% -$499K 0.07% 221
2020
Q2 		$1.03M Sell
58,704
-10,263
-15% -$167K 0.17% 145
2020
Q1 		$970K Sell
68,967
-1,530
-2% -$28K 0.26% 119
2019
Q4 		$1.41M Sell
70,497
-429
-0.6% -$8.31K 0.31% 95
2019
Q3 		$1.33M Buy
70,926
+3,129
+5% +$59.1K 0.32% 91
2019
Q2 		$1.29M Sell
67,797
-93,951
-58% -$1.76M 0.32% 92
2019
Q1 		$2.43M Buy
+161,748
New +$2.89M 0.77% 30

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

Great Valley Advisor Group's SCHM Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.1% in Q1 2026, selling an estimated $178K and leaving 132,122 shares worth $4.09M. The position accounts for 0.07% of the portfolio, ranked #238.

Great Valley Advisor Group first reported a position in SCHM in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.93M in Q1 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Great Valley Advisor Group held 132,122 shares of Schwab US Mid-Cap ETF worth $4.09M as of Q1 2026.
  • Great Valley Advisor Group sold 5,594 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $178K.
  • Schwab US Mid-Cap ETF made up 0.07% of Great Valley Advisor Group's portfolio in Q1 2026, its #238 holding.
  • Great Valley Advisor Group first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 28 quarters since.
  • Great Valley Advisor Group's Schwab US Mid-Cap ETF position peaked at $4.93M in Q1 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.