LTL
SCHM icon

Lowery Thomas LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Lowery Thomas LLC’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 		$1.06M Buy
34,314
+284
+0.8% +$9.04K 0.61% 35
2025
Q4 		$1.02M Buy
34,030
+844
+3% +$25.2K 0.58% 35
2025
Q3 		$984K Buy
33,186
+1,389
+4% +$40.4K 0.57% 34
2025
Q2 		$892K Sell
31,797
-12,806
-29% -$338K 0.57% 35
2025
Q1 		$1.17M Buy
44,603
+132
+0.3% +$3.68K 0.8% 28
2024
Q4 		$1.23M Buy
44,471
+1,385
+3% +$39.5K 0.8% 27
2024
Q3 		$1.19M Buy
43,086
+108
+0.3% +$2.87K 0.81% 30
2024
Q2 		$1.11M Sell
42,978
-576
-1% -$15.1K 0.81% 25
2024
Q1 		$1.18M Buy
43,554
+1,038
+2% +$26.5K 0.91% 24
2023
Q4 		$1.07M Buy
42,516
+603
+1% +$13.8K 0.92% 24
2023
Q3 		$946K Buy
41,913
+1,062
+3% +$25.2K 0.9% 25
2023
Q2 		$967K Sell
40,851
-678
-2% -$15.3K 0.95% 26
2023
Q1 		$939K Buy
41,529
+2,973
+8% +$68.5K 1.04% 24
2022
Q4 		$843K Buy
38,556
+1,725
+5% +$37.8K 1.01% 22
2022
Q3 		$744K Buy
36,831
+168
+0.5% +$3.75K 0.87% 30
2022
Q2 		$767K Buy
36,663
+16,881
+85% +$390K 0.73% 30
2022
Q1 		$500K Sell
19,782
-474
-2% -$11.9K 0.39% 38
2021
Q4 		$543K Buy
+20,256
New +$540K 0.37% 38

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 $70.8B 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

Lowery Thomas LLC's SCHM Position: Q1 2026 in Review

Lowery Thomas LLC increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.83% in Q1 2026, buying an estimated $9.04K and bringing the position to 34,314 shares worth $1.06M. The position accounts for 0.61% of the portfolio, ranked #35.

Lowery Thomas LLC first reported a position in SCHM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.23M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Lowery Thomas LLC held 34,314 shares of Schwab US Mid-Cap ETF worth $1.06M as of Q1 2026.
  • Lowery Thomas LLC bought 284 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $9.04K.
  • Schwab US Mid-Cap ETF made up 0.61% of Lowery Thomas LLC's portfolio in Q1 2026, its #35 holding.
  • Lowery Thomas LLC first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Lowery Thomas LLC's Schwab US Mid-Cap ETF position peaked at $1.23M in Q4 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.