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

Hilltop Wealth 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 		$4.72M Sell
152,398
-6,921
-4% -$220K 2.83% 7
2025
Q4 		$4.79M Buy
159,319
+117
+0.1% +$3.49K 2.41% 10
2025
Q3 		$4.72M Buy
159,202
+1,988
+1% +$57.9K 2.46% 9
2025
Q2 		$4.41M Sell
157,214
-366
-0.2% -$9.65K 2.48% 7
2025
Q1 		$4.13M Sell
157,580
-7,720
-5% -$215K 2.33% 10
2024
Q4 		$4.58M Sell
165,300
-7,065
-4% -$201K 2.32% 10
2024
Q3 		$4.77M Sell
172,365
-1,182
-0.7% -$31.4K 2.23% 11
2024
Q2 		$4.5M Sell
173,547
-11,385
-6% -$298K 2.26% 10
2024
Q1 		$5.02M Sell
184,932
-20,940
-10% -$534K 2.57% 10
2023
Q4 		$5.17M Buy
205,872
+1,107
+0.5% +$25.4K 2.95% 9
2023
Q3 		$4.62M Sell
204,765
-306
-0.1% -$7.25K 3.58% 6
2023
Q2 		$4.86M Buy
205,071
+2,511
+1% +$56.6K 3.58% 6
2023
Q1 		$4.58M Sell
202,560
-5,202
-3% -$120K 3.69% 6
2022
Q4 		$4.54M Buy
207,762
+5,421
+3% +$119K 3.85% 6
2022
Q3 		$4.08M Sell
202,341
-20,643
-9% -$461K 4.2% 7
2022
Q2 		$4.66M Buy
222,984
+26,667
+14% +$615K 4.54% 7
2022
Q1 		$4.96M Buy
196,317
+8,625
+5% +$216K 4.23% 7
2021
Q4 		$5.03M Buy
187,692
+1,386
+0.7% +$37K 3.49% 10
2021
Q3 		$4.76M Buy
186,306
+381
+0.2% +$9.96K 3.34% 10
2021
Q2 		$4.85M Buy
185,925
+4,347
+2% +$112K 3.43% 10
2021
Q1 		$4.5M Sell
181,578
-87,120
-32% -$2.11M 3.44% 10
2020
Q4 		$6.11M Buy
268,698
+4,353
+2% +$90.8K 5.44% 8
2020
Q3 		$4.89M Buy
264,345
+8,130
+3% +$151K 4.95% 8
2020
Q2 		$4.49M Buy
+256,215
New +$4.18M 4.92% 8

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 Wealth Advisors's SCHM Position: Q1 2026 in Review

Hilltop Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.3% in Q1 2026, selling an estimated $220K and leaving 152,398 shares worth $4.72M. The position accounts for 2.83% of the portfolio, ranked #7.

Hilltop Wealth Advisors first reported a position in SCHM in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.11M in Q4 2020. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Hilltop Wealth Advisors held 152,398 shares of Schwab US Mid-Cap ETF worth $4.72M as of Q1 2026.
  • Hilltop Wealth Advisors sold 6,921 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $220K.
  • Schwab US Mid-Cap ETF made up 2.83% of Hilltop Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • Hilltop Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • Hilltop Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $6.11M in Q4 2020.
  • 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.