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Mather Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Mather Group’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 		$2.68M Buy
86,693
+660
+0.8% +$21K 0.03% 190
2025
Q4 		$2.59M Sell
86,033
-5,071
-6% -$151K 0.03% 172
2025
Q3 		$2.7M Sell
91,104
-138
-0.2% -$4.02K 0.03% 170
2025
Q2 		$2.56M Sell
91,242
-3,230
-3% -$85.2K 0.03% 169
2025
Q1 		$2.48M Sell
94,472
-17,349
-16% -$483K 0.03% 164
2024
Q4 		$3.1M Sell
111,821
-4,558
-4% -$130K 0.04% 139
2024
Q3 		$3.22M Sell
116,379
-4,584
-4% -$122K 0.04% 138
2024
Q2 		$3.28M Buy
120,963
+7,719
+7% +$202K 0.04% 142
2024
Q1 		$2.84M Sell
113,244
-9,219
-8% -$235K 0.04% 132
2023
Q4 		$3.07M Sell
122,463
-1,842
-1% -$42.2K 0.05% 129
2023
Q3 		$2.8M Sell
124,305
-6,816
-5% -$161K 0.05% 129
2023
Q2 		$3.1M Sell
131,121
-294
-0.2% -$6.63K 0.05% 130
2023
Q1 		$2.97M Sell
131,415
-1,905
-1% -$43.9K 0.05% 116
2022
Q4 		$2.92M Buy
133,320
+1,233
+0.9% +$27K 0.06% 108
2022
Q3 		$2.67M Buy
132,087
+4,749
+4% +$106K 0.06% 112
2022
Q2 		$2.66M Buy
127,338
+5,655
+5% +$130K 0.06% 108
2022
Q1 		$3.08M Buy
121,683
+588
+0.5% +$14.7K 0.06% 94
2021
Q4 		$3.25M Buy
121,095
+4,845
+4% +$129K 0.06% 81
2021
Q3 		$2.97M Sell
116,250
-1,134
-1% -$29.6K 0.07% 68
2021
Q2 		$3.06M Sell
117,384
-4,794
-4% -$124K 0.08% 61
2021
Q1 		$3.03M Sell
122,178
-4,959
-4% -$120K 0.09% 59
2020
Q4 		$2.89M Buy
127,137
+4,434
+4% +$92.5K 0.09% 57
2020
Q3 		$2.27M Buy
+122,703
New +$2.27M 0.09% 55
2019
Q4 		– Sell
-13,608
Closed -$256K – 174
2019
Q3 		$256K Buy
+13,608
New +$257K 0.02% 67

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

Mather Group's SCHM Position: Q1 2026 in Review

Mather Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.77% in Q1 2026, buying an estimated $21K and bringing the position to 86,693 shares worth $2.68M. The position accounts for 0.03% of the portfolio, ranked #190.

Mather Group first reported a position in SCHM in Q3 2019 and has held it in 24 quarters since. The position peaked at $3.28M in Q2 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Mather Group held 86,693 shares of Schwab US Mid-Cap ETF worth $2.68M as of Q1 2026.
  • Mather Group bought 660 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $21K.
  • Schwab US Mid-Cap ETF made up 0.03% of Mather Group's portfolio in Q1 2026, its #190 holding.
  • Mather Group first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and has held it in 24 quarters since.
  • Mather Group's Schwab US Mid-Cap ETF position peaked at $3.28M in Q2 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.