IAN
SCHM icon

Integrated Advisors Network’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Integrated Advisors Network’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 		$1.18M Sell
38,008
-12,069
-24% -$384K 0.06% 284
2025
Q4 		$1.51M Sell
50,077
-2,345
-4% -$69.9K 0.07% 274
2025
Q3 		$1.55M Sell
52,422
-1,808
-3% -$52.6K 0.07% 283
2025
Q2 		$1.52M Sell
54,230
-1,699
-3% -$44.8K 0.07% 285
2025
Q1 		$1.47M Buy
55,929
+105
+0.2% +$2.92K 0.07% 258
2024
Q4 		$1.55M Buy
55,824
+357
+0.6% +$10.2K 0.07% 238
2024
Q3 		$1.54M Sell
55,467
-183
-0.3% -$4.87K 0.07% 247
2024
Q2 		$1.44M Sell
55,650
-738
-1% -$19.3K 0.07% 240
2024
Q1 		$1.53M Sell
56,388
-1,527
-3% -$38.9K 0.08% 243
2023
Q4 		$1.45M Sell
57,915
-1,023
-2% -$23.4K 0.08% 236
2023
Q3 		$1.33M Sell
58,938
-3,252
-5% -$77K 0.08% 236
2023
Q2 		$1.47M Sell
62,190
-1,299
-2% -$29.3K 0.08% 233
2023
Q1 		$1.44M Sell
63,489
-1,047
-2% -$24.1K 0.09% 229
2022
Q4 		$1.41M Sell
64,536
-2,817
-4% -$61.7K 0.09% 236
2022
Q3 		$1.36M Buy
67,353
+408
+0.6% +$9.1K 0.09% 228
2022
Q2 		$1.4M Sell
66,945
-2,091
-3% -$48.3K 0.09% 231
2022
Q1 		$1.75M Sell
69,036
-390
-0.6% -$9.78K 0.1% 219
2021
Q4 		$1.86M Buy
69,426
+2,082
+3% +$55.5K 0.11% 192
2021
Q3 		$1.72M Buy
67,344
+7,089
+12% +$185K 0.11% 184
2021
Q2 		$1.57M Sell
60,255
-1,227
-2% -$31.7K 0.12% 176
2021
Q1 		$1.52M Sell
61,482
-2,487
-4% -$60.3K 0.14% 159
2020
Q4 		$1.45M Sell
63,969
-1,752
-3% -$36.5K 0.16% 151
2020
Q3 		$1.22M Sell
65,721
-7,482
-10% -$139K 0.15% 154
2020
Q2 		$1.28M Buy
73,203
+3,072
+4% +$50.1K 0.15% 162
2020
Q1 		$986K Buy
70,131
+11,817
+20% +$216K 0.19% 134
2019
Q4 		$1.17M Buy
+58,314
New +$1.13M 0.16% 171

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

Integrated Advisors Network's SCHM Position: Q1 2026 in Review

Integrated Advisors Network reduced its Schwab US Mid-Cap ETF (SCHM) stake by 24% in Q1 2026, selling an estimated $384K and leaving 38,008 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #284.

Integrated Advisors Network first reported a position in SCHM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.86M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Integrated Advisors Network held 38,008 shares of Schwab US Mid-Cap ETF worth $1.18M as of Q1 2026.
  • Integrated Advisors Network sold 12,069 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $384K.
  • Schwab US Mid-Cap ETF made up 0.06% of Integrated Advisors Network's portfolio in Q1 2026, its #284 holding.
  • Integrated Advisors Network first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Integrated Advisors Network's Schwab US Mid-Cap ETF position peaked at $1.86M in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.