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

Madison Wealth Partners’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 		$841K Sell
27,154
-68,485
-72% -$2.18M 0.13% 78
2025
Q4 		$2.88M Buy
95,639
+35,205
+58% +$1.05M 0.52% 34
2025
Q3 		$1.79M Sell
60,434
-3,074
-5% -$89.5K 0.35% 40
2025
Q2 		$1.78M Buy
63,508
+12,398
+24% +$327K 0.39% 36
2025
Q1 		$1.34M Sell
51,110
-3,067
-6% -$85.4K 0.33% 37
2024
Q4 		$1.5M Buy
54,177
+6,639
+14% +$189K 0.42% 34
2024
Q3 		$1.32M Buy
47,538
+11,370
+31% +$302K 0.39% 35
2024
Q2 		$938K Buy
36,168
+1,410
+4% +$36.9K 0.32% 42
2024
Q1 		$943K Buy
34,758
+3,000
+9% +$76.5K 0.34% 35
2023
Q4 		$797K Buy
31,758
+12,090
+61% +$277K 0.32% 38
2023
Q3 		$444K Buy
19,668
+1,548
+9% +$36.7K 0.22% 50
2023
Q2 		$429K Buy
18,120
+330
+2% +$7.44K 0.2% 49
2023
Q1 		$402K Buy
17,790
+672
+4% +$15.5K 0.2% 53
2022
Q4 		$374K Buy
+17,118
New +$375K 0.22% 52

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

Madison Wealth Partners's SCHM Position: Q1 2026 in Review

Madison Wealth Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 72% in Q1 2026, selling an estimated $2.18M and leaving 27,154 shares worth $841K. The position accounts for 0.13% of the portfolio, ranked #78.

Madison Wealth Partners first reported a position in SCHM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.88M in Q4 2025. 1,013 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Madison Wealth Partners held 27,154 shares of Schwab US Mid-Cap ETF worth $841K as of Q1 2026.
  • Madison Wealth Partners sold 68,485 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $2.18M.
  • Schwab US Mid-Cap ETF made up 0.13% of Madison Wealth Partners's portfolio in Q1 2026, its #78 holding.
  • Madison Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Madison Wealth Partners's Schwab US Mid-Cap ETF position peaked at $2.88M in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.