HA
SCHM icon

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

HC 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 		$3.29M Sell
106,314
-831
-0.8% -$26.5K 2.2% 14
2025
Q4 		$3.22M Sell
107,145
-1,252
-1% -$37.3K 2.23% 15
2025
Q3 		$3.21M Buy
108,397
+6,553
+6% +$191K 2.26% 14
2025
Q2 		$2.86M Sell
101,844
-776
-0.8% -$20.5K 2.02% 16
2025
Q1 		$2.69M Sell
102,620
-391
-0.4% -$10.9K 2.01% 16
2024
Q4 		$2.85M Buy
103,011
+741
+0.7% +$21.1K 2.29% 14
2024
Q3 		$2.83M Buy
102,270
+348
+0.3% +$9.25K 2.33% 13
2024
Q2 		$2.64M Sell
101,922
-4,320
-4% -$113K 2.44% 13
2024
Q1 		$2.88M Buy
106,242
+4,845
+5% +$124K 1.37% 18
2023
Q4 		$2.55M Buy
101,397
+3,840
+4% +$88K 1.43% 18
2023
Q3 		$2.2M Sell
97,557
-570
-0.6% -$13.5K 1.31% 22
2023
Q2 		$2.32M Buy
98,127
+1,965
+2% +$44.3K 1.35% 20
2023
Q1 		$2.17M Sell
96,162
-2,229
-2% -$51.3K 1.34% 18
2022
Q4 		$2.15M Sell
98,391
-1,524
-2% -$33.4K 1.47% 17
2022
Q3 		$2.02M Buy
99,915
+1,602
+2% +$35.7K 1.39% 16
2022
Q2 		$2.06M Buy
98,313
+6,297
+7% +$145K 1.46% 15
2022
Q1 		$2.33M Buy
92,016
+4,695
+5% +$118K 1.48% 15
2021
Q4 		$2.34M Sell
87,321
-360
-0.4% -$9.6K 1.44% 16
2021
Q3 		$2.24M Buy
87,681
+4,209
+5% +$110K 1.47% 15
2021
Q2 		$2.18M Buy
83,472
+150
+0.2% +$3.87K 1.34% 16
2021
Q1 		$2.07M Buy
83,322
+2,784
+3% +$67.5K 1.34% 16
2020
Q4 		$1.83M Buy
80,538
+3,045
+4% +$63.5K 1.25% 16
2020
Q3 		$1.43M Sell
77,493
-3,255
-4% -$60.3K 1.16% 17
2020
Q2 		$1.42M Buy
+80,748
New +$1.32M 1.17% 21
2020
Q1 		– Sell
-74,508
Closed -$1.49M – 52
2019
Q4 		$1.49M Buy
+74,508
New +$1.44M 1.54% 19

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

HC Advisors's SCHM Position: Q1 2026 in Review

HC Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.78% in Q1 2026, selling an estimated $26.5K and leaving 106,314 shares worth $3.29M. The position accounts for 2.2% of the portfolio, ranked #14.

HC Advisors first reported a position in SCHM in Q4 2019 and has held it in 25 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • HC Advisors held 106,314 shares of Schwab US Mid-Cap ETF worth $3.29M as of Q1 2026.
  • HC Advisors sold 831 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $26.5K.
  • Schwab US Mid-Cap ETF made up 2.2% of HC Advisors's portfolio in Q1 2026, its #14 holding.
  • HC Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.