JWCA
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J.W. Cole Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

J.W. Cole 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 		– Sell
-60,620
Closed -$265K – 1357
2025
Q4 		$265K Buy
60,620
+682
+1% +$20.3K 0.01% 1160
2025
Q3 		$1.78M Sell
59,938
-430
-0.7% -$12.5K 0.03% 509
2025
Q2 		$1.69M Buy
60,368
+51,033
+547% +$1.35M 0.04% 480
2025
Q1 		$245K Sell
9,335
-42,464
-82% -$1.18M 0.01% 1057
2024
Q4 		$1.44M Buy
51,799
+6,337
+14% +$181K 0.06% 325
2024
Q3 		$1.26M Buy
45,462
+369
+0.8% +$9.81K 0.05% 341
2024
Q2 		$1.17M Buy
45,093
+2,667
+6% +$69.8K 0.06% 319
2024
Q1 		$1.15M Buy
42,426
+5,748
+16% +$147K 0.06% 317
2023
Q4 		$921K Buy
36,678
+6,330
+21% +$145K 0.05% 316
2023
Q3 		$685K Buy
30,348
+4,902
+19% +$116K 0.05% 334
2023
Q2 		$602K Buy
25,446
+2,370
+10% +$53.4K 0.04% 379
2023
Q1 		$522K Buy
23,076
+168
+0.7% +$3.87K 0.04% 437
2022
Q4 		$501K Buy
22,908
+3,135
+16% +$68.7K 0.04% 418
2022
Q3 		$399K Buy
19,773
+2,286
+13% +$51K 0.03% 456
2022
Q2 		$366K Buy
17,487
+3,522
+25% +$81.3K 0.03% 491
2022
Q1 		$353K Buy
13,965
+2,739
+24% +$68.7K 0.02% 567
2021
Q4 		$301K Buy
+11,226
New +$299K 0.02% 651
2021
Q1 		– Sell
-17,874
Closed -$406K – 694
2020
Q4 		$406K Buy
+17,874
New +$373K 0.04% 394
2020
Q1 		– Sell
-25,518
Closed -$512K – 423
2019
Q4 		$512K Buy
+25,518
New +$494K 0.06% 302

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

J.W. Cole Advisors's SCHM Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 60,620 shares — an estimated $265K sold.

J.W. Cole Advisors first reported a position in SCHM in Q4 2019 and held it in 19 quarters. The position peaked at $1.78M in Q3 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 60,620 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $265K.
  • J.W. Cole Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 19 quarters.
  • J.W. Cole Advisors's Schwab US Mid-Cap ETF position peaked at $1.78M in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.