IWM
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IHT Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

IHT Wealth Management’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 		$4.07M Sell
131,488
-1,559
-1% -$49.6K 0.09% 219
2025
Q4 		$4M Buy
133,047
+16,205
+14% +$483K 0.1% 210
2025
Q3 		$3.46M Sell
116,842
-107
-0.1% -$3.12K 0.09% 227
2025
Q2 		$3.28M Sell
116,949
-8,037
-6% -$212K 0.09% 218
2025
Q1 		$3.27M Sell
124,986
-16,574
-12% -$462K 0.1% 198
2024
Q4 		$3.92M Sell
141,560
-85,840
-38% -$2.45M 0.13% 156
2024
Q3 		$6.28M Buy
227,400
+89,526
+65% +$2.38M 0.18% 115
2024
Q2 		$3.58M Buy
137,874
+14,511
+12% +$380K 0.13% 158
2024
Q1 		$3.35M Buy
123,363
+31,767
+35% +$810K 0.13% 152
2023
Q4 		$2.3M Buy
91,596
+45
+0% +$1.03K 0.1% 199
2023
Q3 		$2.07M Sell
91,551
-1,674
-2% -$39.7K 0.1% 192
2023
Q2 		$2.21M Sell
93,225
-2,640
-3% -$59.5K 0.12% 174
2023
Q1 		$2.17M Buy
95,865
+8,721
+10% +$201K 0.12% 161
2022
Q4 		$1.91M Sell
87,144
-9,444
-10% -$207K 0.12% 179
2022
Q3 		$1.95M Buy
96,588
+63,036
+188% +$1.41M 0.15% 154
2022
Q2 		$702K Sell
33,552
-642
-2% -$14.8K 0.06% 299
2022
Q1 		$865K Buy
34,194
+1,614
+5% +$40.5K 0.07% 283
2021
Q4 		$873K Sell
32,580
-162
-0.5% -$4.32K 0.06% 294
2021
Q3 		$837K Sell
32,742
-9,633
-23% -$252K 0.07% 284
2021
Q2 		$1.11M Buy
42,375
+2,622
+7% +$67.7K 0.07% 299
2021
Q1 		$986K Buy
39,753
+6,999
+21% +$170K 0.07% 272
2020
Q4 		$744K Buy
32,754
+936
+3% +$19.5K 0.06% 303
2020
Q3 		$588K Buy
31,818
+2,403
+8% +$44.5K 0.06% 314
2020
Q2 		$516K Sell
29,415
-4,833
-14% -$78.8K 0.07% 282
2020
Q1 		$481K Sell
34,248
-1,365
-4% -$25K 0.07% 293
2019
Q4 		$714K Buy
35,613
+783
+2% +$15.2K 0.08% 267
2019
Q3 		$656K Buy
34,830
+9,708
+39% +$183K 0.09% 269
2019
Q2 		$478K Sell
25,122
-9,048
-26% -$169K 0.07% 294
2019
Q1 		$631K Buy
34,170
+1,731
+5% +$30.9K 0.11% 225
2018
Q4 		$518K Buy
+32,439
New +$567K 0.1% 239
2018
Q2 		– Sell
-633
Closed -$11K – 1176
2018
Q1 		$11K Buy
633
+3
+0.5% +$54 ﹤0.01% 1161
2017
Q4 		$11K Buy
+630
New +$10.9K ﹤0.01% 1174

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

IHT Wealth Management's SCHM Position: Q1 2026 in Review

IHT Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.2% in Q1 2026, selling an estimated $49.6K and leaving 131,488 shares worth $4.07M. The position accounts for 0.09% of the portfolio, ranked #219.

IHT Wealth Management first reported a position in SCHM in Q4 2017 and has held it in 32 quarters since. The position peaked at $6.28M in Q3 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • IHT Wealth Management held 131,488 shares of Schwab US Mid-Cap ETF worth $4.07M as of Q1 2026.
  • IHT Wealth Management sold 1,559 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $49.6K.
  • Schwab US Mid-Cap ETF made up 0.09% of IHT Wealth Management's portfolio in Q1 2026, its #219 holding.
  • IHT Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 32 quarters since.
  • IHT Wealth Management's Schwab US Mid-Cap ETF position peaked at $6.28M in Q3 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.