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

Hamilton Capital’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	$302K	Sell	9,768 -123	-1%	-$3.92K	0.02%	110
2025 Q4	$297K	Buy	+9,891	New	+$295K	0.01%	113
2025 Q2	$399K	Sell	14,213 -397	-3%	-$10.5K	0.02%	80
2025 Q1	$383K	Hold	14,610	–	–	0.02%	79
2024 Q4	$405K	Sell	14,610 -29,220	-67%	-$833K	0.03%	68
2024 Q3	$402K	Buy	43,830 +29,220	+200%	+$777K	0.03%	68
2024 Q2	$379K	Sell	14,610 -108	-0.7%	-$2.83K	0.03%	66
2024 Q1	$399K	Sell	14,718 -1,380	-9%	-$35.2K	0.03%	78
2023 Q4	$404K	Buy	+16,098	New	+$369K	0.03%	68

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

Hamilton Capital's SCHM Position: Q1 2026 in Review

Hamilton Capital reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.2% in Q1 2026, selling an estimated $3.92K and leaving 9,768 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #110.

Hamilton Capital first reported a position in SCHM in Q4 2023 and has held it in 9 quarters since. The position peaked at $405K in Q4 2024. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Hamilton Capital held 9,768 shares of Schwab US Mid-Cap ETF worth $302K as of Q1 2026.
Hamilton Capital sold 123 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $3.92K.
Schwab US Mid-Cap ETF made up 0.02% of Hamilton Capital's portfolio in Q1 2026, its #110 holding.
Hamilton Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 9 quarters since.
Hamilton Capital's Schwab US Mid-Cap ETF position peaked at $405K in Q4 2024.
1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Hamilton Capital's 13F filing for Q1 2026, filed 15 May 2026.