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Guardian Wealth Advisors (Minnesota)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 		$315K Sell
10,184
-1,124
-10% -$35.8K 0.18% 47
2025
Q4 		$340K Sell
11,308
-939
-8% -$28K 0.19% 45
2025
Q3 		$363K Buy
12,247
+304
+3% +$8.85K 0.21% 46
2025
Q2 		$335K Buy
11,943
+318
+3% +$8.39K 0.2% 50
2025
Q1 		$305K Buy
11,625
+189
+2% +$5.26K 0.2% 59
2024
Q4 		$317K Buy
11,436
+234
+2% +$6.67K 0.2% 56
2024
Q3 		$310K Sell
11,202
-2,811
-20% -$74.8K 0.19% 61
2024
Q2 		$364K Buy
14,013
+117
+0.8% +$3.06K 0.24% 55
2024
Q1 		$377K Buy
13,896
+171
+1% +$4.36K 0.25% 52
2023
Q4 		$345K Buy
13,725
+768
+6% +$17.6K 0.24% 52
2023
Q3 		$292K Sell
12,957
-396
-3% -$9.38K 0.22% 54
2023
Q2 		$316K Buy
13,353
+102
+0.8% +$2.3K 0.23% 54
2023
Q1 		$300K Buy
13,251
+366
+3% +$8.43K 0.23% 54
2022
Q4 		$282K Buy
12,885
+474
+4% +$10.4K 0.25% 53
2022
Q3 		$250K Buy
12,411
+33
+0.3% +$736 0.24% 55
2022
Q2 		$259K Sell
12,378
-201
-2% -$4.64K 0.24% 55
2022
Q1 		$318K Buy
12,579
+429
+4% +$10.8K 0.26% 51
2021
Q4 		$326K Buy
12,150
+108
+0.9% +$2.88K 0.26% 51
2021
Q3 		$308K Buy
12,042
+183
+2% +$4.78K 0.27% 51
2021
Q2 		$309K Sell
11,859
-99
-0.8% -$2.56K 0.27% 52
2021
Q1 		$297K Sell
11,958
-225
-2% -$5.46K 0.28% 53
2020
Q4 		$277K Buy
+12,183
New +$254K 0.27% 55

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

Guardian Wealth Advisors (Minnesota)'s SCHM Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its Schwab US Mid-Cap ETF (SCHM) stake by 9.9% in Q1 2026, selling an estimated $35.8K and leaving 10,184 shares worth $315K. The position accounts for 0.18% of the portfolio, ranked #47.

Guardian Wealth Advisors (Minnesota) first reported a position in SCHM in Q4 2020 and has held it in 22 quarters since. The position peaked at $377K in Q1 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 10,184 shares of Schwab US Mid-Cap ETF worth $315K as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) sold 1,124 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $35.8K.
  • Schwab US Mid-Cap ETF made up 0.18% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #47 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s Schwab US Mid-Cap ETF position peaked at $377K in Q1 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.