Keyvantage Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Keyvantage Wealth’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	$1.42M	Sell	45,760 -468	-1%	-$14.9K	0.62%	27
2025 Q4	$1.39M	Sell	46,228 -992	-2%	-$29.6K	0.59%	28
2025 Q3	$1.4M	Sell	47,220 -327	-0.7%	-$9.52K	0.59%	28
2025 Q2	$1.33M	Sell	47,547 -1,763	-4%	-$46.5K	0.6%	27
2025 Q1	$1.29M	Sell	49,310 -37,263	-43%	-$1.04M	0.63%	26
2024 Q4	$2.4M	Buy	+86,573	New	+$2.47M	1.72%	18

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

Keyvantage Wealth's SCHM Position: Q1 2026 in Review

Keyvantage Wealth reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1% in Q1 2026, selling an estimated $14.9K and leaving 45,760 shares worth $1.42M. The position accounts for 0.62% of the portfolio, ranked #27.

Keyvantage Wealth first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.4M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Keyvantage Wealth held 45,760 shares of Schwab US Mid-Cap ETF worth $1.42M as of Q1 2026.
Keyvantage Wealth sold 468 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $14.9K.
Schwab US Mid-Cap ETF made up 0.62% of Keyvantage Wealth's portfolio in Q1 2026, its #27 holding.
Keyvantage Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Keyvantage Wealth's Schwab US Mid-Cap ETF position peaked at $2.4M in Q4 2024.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Keyvantage Wealth's 13F filing for Q1 2026, filed 5 May 2026.