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

IEQ 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	$1.72M	Buy	55,614 +6,156	+12%	+$196K	0.01%	830
2025 Q4	$1.49M	Buy	49,458 +8,217	+20%	+$245K	﹤0.01%	890
2025 Q3	$1.22M	Sell	41,241 -6,627	-14%	-$193K	﹤0.01%	935
2025 Q2	$1.34M	Buy	47,868 +7,030	+17%	+$185K	0.01%	768
2025 Q1	$1.07M	Buy	+40,838	New	+$1.14M	0.01%	737
2023 Q3	–	Sell	-10,401	Closed	-$246K	–	961
2023 Q2	$246K	Buy	+10,401	New	+$234K	0.01%	748
2022 Q3	–	Sell	-17,550	Closed	-$367K	–	869
2022 Q2	$367K	Hold	17,550	–	–	0.01%	542
2022 Q1	$444K	Hold	17,550	–	–	0.01%	534
2021 Q4	$471K	Hold	17,550	–	–	0.01%	471
2021 Q3	$448K	Hold	17,550	–	–	0.01%	466
2021 Q2	$458K	Hold	17,550	–	–	0.01%	381
2021 Q1	$435K	Buy	+17,550	New	+$426K	0.02%	295
2020 Q4	–	Sell	-17,550	Closed	-$325K	–	359
2020 Q3	$325K	Hold	17,550	–	–	0.02%	288
2020 Q2	$308K	Hold	17,550	–	–	0.02%	240
2020 Q1	$247K	Sell	17,550 -90	-0.5%	-$1.65K	0.02%	307
2019 Q4	$354K	Buy	+17,640	New	+$342K	0.03%	282

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

IEQ Capital's SCHM Position: Q1 2026 in Review

IEQ Capital increased its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q1 2026, buying an estimated $196K and bringing the position to 55,614 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #830.

IEQ Capital first reported a position in SCHM in Q4 2019 and has held it in 16 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

IEQ Capital held 55,614 shares of Schwab US Mid-Cap ETF worth $1.72M as of Q1 2026.
IEQ Capital bought 6,156 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $196K.
Schwab US Mid-Cap ETF made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #830 holding.
IEQ Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 16 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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