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Hendershot Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Hendershot Investments’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 		$749K Buy
24,207
+444
+2% +$14.1K 0.1% 71
2025
Q4 		$715K Buy
23,763
+1,204
+5% +$35.9K 0.09% 72
2025
Q3 		$669K Sell
22,559
-94
-0.4% -$2.74K 0.08% 76
2025
Q2 		$635K Buy
22,653
+697
+3% +$18.4K 0.08% 77
2025
Q1 		$575K Buy
21,956
+353
+2% +$9.83K 0.08% 83
2024
Q4 		$599K Buy
21,603
+564
+3% +$16.1K 0.08% 79
2024
Q3 		$583K Buy
21,039
+375
+2% +$9.97K 0.08% 81
2024
Q2 		$536K Buy
20,664
+447
+2% +$11.7K 0.08% 84
2024
Q1 		$549K Buy
20,217
+243
+1% +$6.2K 0.08% 78
2023
Q4 		$501K Buy
19,974
+858
+4% +$19.7K 0.08% 86
2023
Q3 		$431K Buy
19,116
+372
+2% +$8.81K 0.07% 89
2023
Q2 		$444K Buy
18,744
+1,380
+8% +$31.1K 0.07% 89
2023
Q1 		$393K Sell
17,364
-456
-3% -$10.5K 0.07% 96
2022
Q4 		$390K Buy
17,820
+471
+3% +$10.3K 0.07% 101
2022
Q3 		$350K Buy
17,349
+288
+2% +$6.42K 0.07% 103
2022
Q2 		$357K Buy
17,061
+891
+6% +$20.6K 0.06% 106
2022
Q1 		$409K Sell
16,170
-528
-3% -$13.2K 0.06% 106
2021
Q4 		$448K Buy
16,698
+813
+5% +$21.7K 0.07% 106
2021
Q3 		$406K Buy
15,885
+255
+2% +$6.66K 0.08% 72
2021
Q2 		$408K Buy
15,630
+249
+2% +$6.43K 0.09% 66
2021
Q1 		$382K Buy
15,381
+537
+4% +$13K 0.09% 64
2020
Q4 		$337K Buy
14,844
+261
+2% +$5.44K 0.09% 67
2020
Q3 		$270K Buy
14,583
+330
+2% +$6.11K 0.08% 69
2020
Q2 		$250K Buy
14,253
+807
+6% +$13.2K 0.08% 62
2020
Q1 		$189K Buy
13,446
+1,695
+14% +$31K 0.07% 71
2019
Q4 		$236K Buy
11,751
+993
+9% +$19.2K 0.07% 72
2019
Q3 		$203K Buy
+10,758
New +$203K 0.06% 74

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

Hendershot Investments's SCHM Position: Q1 2026 in Review

Hendershot Investments increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.9% in Q1 2026, buying an estimated $14.1K and bringing the position to 24,207 shares worth $749K. The position accounts for 0.1% of the portfolio, ranked #71.

Hendershot Investments first reported a position in SCHM in Q3 2019 and has held it in 27 quarters since. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Hendershot Investments held 24,207 shares of Schwab US Mid-Cap ETF worth $749K as of Q1 2026.
  • Hendershot Investments bought 444 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $14.1K.
  • Schwab US Mid-Cap ETF made up 0.1% of Hendershot Investments's portfolio in Q1 2026, its #71 holding.
  • Hendershot Investments first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and has held it in 27 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Hendershot Investments's 13F filing for Q1 2026, filed 27 Apr 2026.