JIR
SCHM icon

James Investment Research’s Schwab US Mid-Cap ETF SCHM Stock Holding History

James Investment Research’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 		$863K Buy
27,885
+3,344
+14% +$106K 0.1% 183
2025
Q4 		$738K Buy
24,541
+3,196
+15% +$95.3K 0.08% 198
2025
Q3 		$633K Buy
21,345
+2,878
+16% +$83.8K 0.07% 213
2025
Q2 		$518K Buy
18,467
+1,496
+9% +$39.5K 0.06% 213
2025
Q1 		$445K Buy
16,971
+2,917
+21% +$81.2K 0.06% 218
2024
Q4 		$389K Buy
14,054
+2,699
+24% +$76.9K 0.05% 242
2024
Q3 		$314K Buy
+11,355
New +$302K 0.04% 269

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 $70.5B 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 $45.5B AUM 21.01% 1-Year Est. Return