HP
SCHM icon

Hilltop Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Hilltop Partners’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 		$969K Sell
31,311
-1,197
-4% -$38.1K 0.25% 51
2025
Q4 		$978K Buy
32,508
+802
+3% +$23.9K 0.25% 51
2025
Q3 		$940K Sell
31,706
-1,212
-4% -$35.3K 0.28% 51
2025
Q2 		$923K Sell
32,918
-734
-2% -$19.4K 0.28% 52
2025
Q1 		$882K Sell
33,652
-929
-3% -$25.9K 0.3% 49
2024
Q4 		$958K Sell
34,581
-813
-2% -$23.2K 0.33% 48
2024
Q3 		$980K Buy
35,394
+264
+0.8% +$7.02K 0.33% 43
2024
Q2 		$911K Sell
35,130
-1,275
-4% -$33.4K 0.34% 46
2024
Q1 		$988K Sell
36,405
-4,908
-12% -$125K 0.35% 43
2023
Q4 		$1.04M Sell
41,313
-1,749
-4% -$40.1K 0.41% 36
2023
Q3 		$971K Sell
43,062
-3,972
-8% -$94.1K 0.41% 36
2023
Q2 		$1.11M Sell
47,034
-9,903
-17% -$223K 0.46% 28
2023
Q1 		$1.29M Sell
56,937
-22,362
-28% -$515K 0.58% 28
2022
Q4 		$1.73M Buy
+79,299
New +$1.74M 0.93% 18

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

Hilltop Partners's SCHM Position: Q1 2026 in Review

Hilltop Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.7% in Q1 2026, selling an estimated $38.1K and leaving 31,311 shares worth $969K. The position accounts for 0.25% of the portfolio, ranked #51.

Hilltop Partners first reported a position in SCHM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.73M in Q4 2022. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Hilltop Partners held 31,311 shares of Schwab US Mid-Cap ETF worth $969K as of Q1 2026.
  • Hilltop Partners sold 1,197 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $38.1K.
  • Schwab US Mid-Cap ETF made up 0.25% of Hilltop Partners's portfolio in Q1 2026, its #51 holding.
  • Hilltop Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Hilltop Partners's Schwab US Mid-Cap ETF position peaked at $1.73M in Q4 2022.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Hilltop Partners's 13F filing for Q1 2026, filed 12 May 2026.