MCM
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MAI Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MAI Capital Management’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 		$18.3M Buy
591,008
+43,876
+8% +$1.4M 0.1% 178
2025
Q4 		$16.5M Buy
547,132
+8,860
+2% +$264K 0.09% 183
2025
Q3 		$16M Buy
538,272
+4,456
+0.8% +$130K 0.1% 175
2025
Q2 		$15M Sell
533,816
-155,096
-23% -$4.09M 0.1% 171
2025
Q1 		$18M Buy
688,912
+31,563
+5% +$879K 0.14% 142
2024
Q4 		$18.2M Buy
657,349
+394,477
+150% +$11.2M 0.14% 137
2024
Q3 		$7.28M Sell
262,872
-15,180
-5% -$404K 0.07% 211
2024
Q2 		$7.21M Buy
278,052
+9,249
+3% +$242K 0.07% 206
2024
Q1 		$7.3M Buy
268,803
+267
+0.1% +$6.81K 0.08% 205
2023
Q4 		$6.74M Sell
268,536
-3,357
-1% -$76.9K 0.09% 176
2023
Q3 		$6.13M Buy
271,893
+32,469
+14% +$769K 0.09% 175
2023
Q2 		$5.67M Sell
239,424
-14,640
-6% -$330K 0.08% 181
2023
Q1 		$5.75M Sell
254,064
-35,097
-12% -$808K 0.09% 177
2022
Q4 		$6.32M Buy
289,161
+54
+0% +$1.18K 0.11% 155
2022
Q3 		$5.83M Sell
289,107
-1,668
-0.6% -$37.2K 0.11% 153
2022
Q2 		$6.08M Buy
290,775
+2,298
+0.8% +$53K 0.12% 146
2022
Q1 		$7.29M Sell
288,477
-861
-0.3% -$21.6K 0.12% 139
2021
Q4 		$7.76M Buy
289,338
+6,789
+2% +$181K 0.13% 139
2021
Q3 		$7.22M Sell
282,549
-10,089
-3% -$264K 0.14% 120
2021
Q2 		$7.63M Buy
292,638
+220,056
+303% +$5.68M 0.15% 123
2021
Q1 		$1.8M Sell
72,582
-3,189
-4% -$77.4K 0.04% 227
2020
Q4 		$1.72M Buy
75,771
+14,472
+24% +$302K 0.04% 220
2020
Q3 		$1.13M Sell
61,299
-10,425
-15% -$193K 0.03% 258
2020
Q2 		$1.26M Sell
71,724
-20,016
-22% -$326K 0.04% 236
2020
Q1 		$1.29M Sell
91,740
-23,745
-21% -$435K 0.05% 198
2019
Q4 		$2.31M Sell
115,485
-7,371
-6% -$143K 0.08% 166
2019
Q3 		$2.31M Sell
122,856
-2,484
-2% -$46.9K 0.1% 151
2019
Q2 		$2.38M Buy
+125,340
New +$2.34M 0.11% 156

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

MAI Capital Management's SCHM Position: Q1 2026 in Review

MAI Capital Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 8% in Q1 2026, buying an estimated $1.4M and bringing the position to 591,008 shares worth $18.3M. The position accounts for 0.1% of the portfolio, ranked #178.

MAI Capital Management first reported a position in SCHM in Q2 2019 and has held it in 28 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • MAI Capital Management held 591,008 shares of Schwab US Mid-Cap ETF worth $18.3M as of Q1 2026.
  • MAI Capital Management bought 43,876 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $1.4M.
  • Schwab US Mid-Cap ETF made up 0.1% of MAI Capital Management's portfolio in Q1 2026, its #178 holding.
  • MAI Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and has held it in 28 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.