Leo H. Evart Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Leo H. Evart Inc’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	$2.61M	Buy	+84,207	New	+$2.68M	2.23%	14
2023 Q3	$1.93M	Sell	85,692 -1,869	-2%	-$44.3K	2.97%	13
2023 Q2	$2.07M	Sell	87,561 -1,722	-2%	-$38.8K	2.88%	13
2023 Q1	$2.02M	Sell	89,283 -6,210	-7%	-$143K	2.95%	12
2022 Q4	$2.09M	Buy	95,493 +183	+0.2%	+$4.01K	3.16%	12
2022 Q3	$1.92M	Sell	95,310 -471	-0.5%	-$10.5K	2.93%	12
2022 Q2	$2M	Sell	95,781 -15,345	-14%	-$354K	2.43%	13
2022 Q1	$2.81M	Sell	111,126 -1,617	-1%	-$40.5K	2.9%	12
2021 Q4	$3.02M	Buy	+112,743	New	+$3.01M	2.94%	12

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

Leo H. Evart Inc's SCHM Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q1 2026: 84,207 shares worth $2.61M. The stake represents 2.23% of the portfolio and ranks #14 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in SCHM as recently as Q3 2023.

Leo H. Evart Inc first reported a position in SCHM in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.02M in Q4 2021. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Leo H. Evart Inc held 84,207 shares of Schwab US Mid-Cap ETF worth $2.61M as of Q1 2026.
Schwab US Mid-Cap ETF was a new Leo H. Evart Inc position in Q1 2026.
Schwab US Mid-Cap ETF made up 2.23% of Leo H. Evart Inc's portfolio in Q1 2026, its #14 holding.
Leo H. Evart Inc first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 9 quarters since.
Leo H. Evart Inc's Schwab US Mid-Cap ETF position peaked at $3.02M in Q4 2021.
1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.