Jackson Hole Capital Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Jackson Hole Capital Partners’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	$51.1K	Hold	1,650	–	–	0.01%	256
2025 Q4	$49.6K	Hold	1,650	–	–	0.01%	254
2025 Q3	$48.9K	Hold	1,650	–	–	0.01%	251
2025 Q2	$46.3K	Hold	1,650	–	–	0.01%	237
2025 Q1	$43.2K	Hold	1,650	–	–	0.01%	234
2024 Q4	$45.7K	Hold	1,650	–	–	0.01%	231
2024 Q3	$45.7K	Hold	1,650	–	–	0.01%	226
2024 Q2	$42.8K	Hold	1,650	–	–	0.01%	228
2024 Q1	$44.8K	Hold	1,650	–	–	0.01%	226
2023 Q4	$41.4K	Hold	1,650	–	–	0.01%	224
2023 Q3	$37.2K	Hold	1,650	–	–	0.01%	209
2023 Q2	$39.1K	Hold	1,650	–	–	0.01%	222
2023 Q1	$37.3K	Hold	1,650	–	–	0.01%	242
2022 Q4	$36.1K	Hold	1,650	–	–	0.01%	213
2022 Q3	$33K	Hold	1,650	–	–	0.01%	214
2022 Q2	$35K	Buy	+1,650	New	+$38.1K	0.01%	198
2020 Q1	–	Sell	-61,560	Closed	-$1.23M	–	187
2019 Q4	$1.23M	Hold	61,560	–	–	0.68%	42
2019 Q3	$1.16M	Hold	61,560	–	–	0.65%	42
2019 Q2	$1.17M	Hold	61,560	–	–	0.73%	37
2019 Q1	$1.14M	Hold	61,560	–	–	1%	30
2018 Q4	$984K	Buy	+61,560	New	+$1.08M	1.04%	28

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

Jackson Hole Capital Partners's SCHM Position: Q1 2026 in Review

Jackson Hole Capital Partners held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 1,650 shares worth $51.1K. The position accounts for 0.01% of the portfolio, ranked #256.

Jackson Hole Capital Partners first reported a position in SCHM in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.23M in Q4 2019. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Jackson Hole Capital Partners held 1,650 shares of Schwab US Mid-Cap ETF worth $51.1K as of Q1 2026.
Jackson Hole Capital Partners left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
Schwab US Mid-Cap ETF made up 0.01% of Jackson Hole Capital Partners's portfolio in Q1 2026, its #256 holding.
Jackson Hole Capital Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 21 quarters since.
Jackson Hole Capital Partners's Schwab US Mid-Cap ETF position peaked at $1.23M in Q4 2019.
1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Jackson Hole Capital Partners's 13F filing for Q1 2026, filed 8 May 2026.