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Legacy Edge Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Legacy Edge 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
-10,018
Closed -$301K – 231
2025
Q4 		$301K Buy
+10,018
New +$299K 0.03% 181

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 $103B AUM 28.65% 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

Legacy Edge Advisors's SCHM Position: Q1 2026 in Review

Legacy Edge Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 10,018 shares — an estimated $301K sold.

Legacy Edge Advisors first reported a position in SCHM in Q4 2025 and held it in 1 quarter. The position peaked at $301K in Q4 2025. 1,016 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Legacy Edge Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 10,018 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $301K.
  • Legacy Edge Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Legacy Edge Advisors's Schwab US Mid-Cap ETF position peaked at $301K in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Legacy Edge Advisors's 13F filing for Q1 2026, filed 11 May 2026.