May Hill Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

May Hill Capital’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	$2.18M	Sell	70,320 -4,526	-6%	-$144K	0.55%	37
2025 Q4	$2.25M	Sell	74,846 -6,544	-8%	-$195K	0.61%	33
2025 Q3	$2.41M	Sell	81,390 -3,720	-4%	-$108K	0.71%	29
2025 Q2	$2.39M	Sell	85,110 -32,357	-28%	-$854K	0.79%	25
2025 Q1	$3.08M	Sell	117,467 -561	-0.5%	-$15.6K	1.16%	19
2024 Q4	$3.27M	Buy	+118,028	New	+$3.36M	1.27%	17

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

May Hill Capital's SCHM Position: Q1 2026 in Review

May Hill Capital reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6% in Q1 2026, selling an estimated $144K and leaving 70,320 shares worth $2.18M. The position accounts for 0.55% of the portfolio, ranked #37.

May Hill Capital first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.27M in Q4 2024. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

May Hill Capital held 70,320 shares of Schwab US Mid-Cap ETF worth $2.18M as of Q1 2026.
May Hill Capital sold 4,526 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $144K.
Schwab US Mid-Cap ETF made up 0.55% of May Hill Capital's portfolio in Q1 2026, its #37 holding.
May Hill Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
May Hill Capital's Schwab US Mid-Cap ETF position peaked at $3.27M in Q4 2024.
1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on May Hill Capital's 13F filing for Q1 2026, filed 6 May 2026.