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Independent Advisor Alliance’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Independent Advisor Alliance’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 		$3.56M Buy
115,073
+106,588
+1,256% +$3.39M 0.04% 397
2025
Q4 		$255K Buy
8,485
+99
+1% +$2.95K 0.01% 849
2025
Q3 		$249K Sell
8,386
-388
-4% -$11.3K 0.01% 822
2025
Q2 		$246K Sell
8,774
-7,464
-46% -$197K 0.01% 776
2025
Q1 		$425K Sell
16,238
-91,365
-85% -$2.54M 0.01% 570
2024
Q4 		$2.98M Buy
107,603
+94,643
+730% +$2.7M 0.04% 402
2024
Q3 		$359K Sell
12,960
-7,074
-35% -$188K 0.01% 527
2024
Q2 		$520K Sell
20,034
-1,485
-7% -$38.9K 0.02% 457
2024
Q1 		$584K Buy
21,519
+4,383
+26% +$112K 0.02% 419
2023
Q4 		$430K Sell
17,136
-888
-5% -$20.3K 0.02% 468
2023
Q3 		$407K Sell
18,024
-2,796
-13% -$66.2K 0.02% 455
2023
Q2 		$493K Sell
20,820
-2,541
-11% -$57.3K 0.02% 430
2023
Q1 		$528K Sell
23,361
-786
-3% -$18.1K 0.03% 412
2022
Q4 		$528K Buy
24,147
+1,038
+4% +$22.7K 0.18% 75
2022
Q3 		$466K Buy
+23,109
New +$516K 0.03% 389
2020
Q1 		– Sell
-155,190
Closed -$3.11M – 781
2019
Q4 		$3.11M Buy
+155,190
New +$3M 0.14% 166

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

Independent Advisor Alliance's SCHM Position: Q1 2026 in Review

Independent Advisor Alliance increased its Schwab US Mid-Cap ETF (SCHM) stake by 1,256% in Q1 2026, buying an estimated $3.39M and bringing the position to 115,073 shares worth $3.56M. The position accounts for 0.04% of the portfolio, ranked #397.

Independent Advisor Alliance 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.

  • Independent Advisor Alliance held 115,073 shares of Schwab US Mid-Cap ETF worth $3.56M as of Q1 2026.
  • Independent Advisor Alliance bought 106,588 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $3.39M.
  • Schwab US Mid-Cap ETF made up 0.04% of Independent Advisor Alliance's portfolio in Q1 2026, its #397 holding.
  • Independent Advisor Alliance 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 Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.