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Lutz Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Lutz Financial Services’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 		$21M Buy
678,368
+8,061
+1% +$257K 1.41% 19
2025
Q4 		$20.2M Sell
670,307
-4,674
-0.7% -$139K 1.37% 20
2025
Q3 		$20M Sell
674,981
-13,661
-2% -$398K 1.45% 19
2025
Q2 		$19.3M Buy
688,642
+141,958
+26% +$3.74M 1.5% 18
2025
Q1 		$14.3M Sell
546,684
-18,583
-3% -$518K 1.17% 22
2024
Q4 		$15.7M Buy
565,267
+1,828
+0.3% +$52.1K 1.27% 20
2024
Q3 		$15.6M Sell
563,439
-6,069
-1% -$161K 1.27% 20
2024
Q2 		$14.8M Sell
569,508
-36,924
-6% -$966K 1.29% 19
2024
Q1 		$16.5M Sell
606,432
-3,684
-0.6% -$94K 1.44% 18
2023
Q4 		$15.3M Buy
610,116
+62,238
+11% +$1.43M 1.44% 17
2023
Q3 		$12.4M Buy
547,878
+1,038
+0.2% +$24.6K 1.35% 19
2023
Q2 		$12.9M Sell
546,840
-10,668
-2% -$240K 1.39% 20
2023
Q1 		$12.6M Buy
557,508
+35,001
+7% +$806K 1.44% 20
2022
Q4 		$11.4M Sell
522,507
-16,140
-3% -$354K 1.4% 21
2022
Q3 		$10.9M Buy
538,647
+3,519
+0.7% +$78.5K 1.48% 19
2022
Q2 		$11.2M Buy
535,128
+54,798
+11% +$1.26M 1.48% 21
2022
Q1 		$12.1M Buy
480,330
+12,030
+3% +$302K 1.5% 21
2021
Q4 		$12.6M Sell
468,300
-60,651
-11% -$1.62M 1.54% 21
2021
Q3 		$13.5M Buy
528,951
+29,418
+6% +$769K 1.76% 19
2021
Q2 		$13M Sell
499,533
-6,558
-1% -$169K 1.74% 20
2021
Q1 		$12.6M Sell
506,091
-5,538
-1% -$134K 1.86% 18
2020
Q4 		$11.6M Sell
511,629
-10,698
-2% -$223K 1.91% 16
2020
Q3 		$9.66M Sell
522,327
-9,294
-2% -$172K 1.86% 17
2020
Q2 		$9.32M Sell
531,621
-254,067
-32% -$4.14M 1.9% 17
2020
Q1 		$11M Buy
785,688
+767,706
+4,269% +$14.1M 2.45% 12
2019
Q4 		$361K Buy
17,982
+165
+0.9% +$3.19K 0.06% 62
2019
Q3 		$336K Buy
17,817
+6,108
+52% +$115K 0.06% 62
2019
Q2 		$223K Hold
11,709
– – 0.04% 65
2019
Q1 		$216K Sell
11,709
-1,872
-14% -$33.5K 0.04% 61
2018
Q4 		$217K Buy
+13,581
New +$237K 0.05% 62

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

Lutz Financial Services's SCHM Position: Q1 2026 in Review

Lutz Financial Services increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.2% in Q1 2026, buying an estimated $257K and bringing the position to 678,368 shares worth $21M. The position accounts for 1.41% of the portfolio, ranked #19.

Lutz Financial Services first reported a position in SCHM in Q4 2018 and has held it in 30 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Lutz Financial Services held 678,368 shares of Schwab US Mid-Cap ETF worth $21M as of Q1 2026.
  • Lutz Financial Services bought 8,061 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $257K.
  • Schwab US Mid-Cap ETF made up 1.41% of Lutz Financial Services's portfolio in Q1 2026, its #19 holding.
  • Lutz Financial Services first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.