McIlrath & Eck’s Schwab US Mid-Cap ETF SCHM Stock Holding History

McIlrath & Eck’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	$12.3K	Hold	396	–	–	﹤0.01%	982
2025 Q4	$11.9K	Hold	396	–	–	﹤0.01%	621
2025 Q3	$11.7K	Hold	396	–	–	﹤0.01%	599
2025 Q2	$11.1K	Hold	396	–	–	﹤0.01%	578
2025 Q1	$10.4K	Hold	396	–	–	﹤0.01%	599
2024 Q4	$11K	Hold	396	–	–	﹤0.01%	605
2024 Q3	$11K	Hold	396	–	–	﹤0.01%	613
2024 Q2	$10.3K	Hold	396	–	–	﹤0.01%	597
2024 Q1	$10.7K	Hold	396	–	–	﹤0.01%	587
2023 Q4	$9.94K	Sell	396 -63	-14%	-$1.44K	﹤0.01%	559
2023 Q3	$10.4K	Hold	459	–	–	﹤0.01%	541
2023 Q2	$10.9K	Hold	459	–	–	﹤0.01%	547
2023 Q1	$10.4K	Hold	459	–	–	﹤0.01%	545
2022 Q4	$10K	Sell	459 -375	-45%	-$8.22K	﹤0.01%	532
2022 Q3	$17K	Buy	834 +243	+41%	+$5.42K	﹤0.01%	436
2022 Q2	$12K	Buy	591 +132	+29%	+$3.05K	﹤0.01%	484
2022 Q1	$12K	Hold	459	–	–	﹤0.01%	504
2021 Q4	$12K	Sell	459 -366	-44%	-$9.76K	﹤0.01%	510
2021 Q3	$21K	Hold	825	–	–	0.01%	384
2021 Q2	$22K	Hold	825	–	–	0.01%	371
2021 Q1	$20K	Hold	825	–	–	0.01%	345
2020 Q4	$19K	Hold	825	–	–	0.01%	311
2020 Q3	$15K	Sell	825 -222	-21%	-$4.11K	0.01%	312
2020 Q2	$18K	Buy	1,047 +132	+14%	+$2.15K	0.01%	265
2020 Q1	$13K	Hold	915	–	–	0.01%	269
2019 Q4	$18K	Buy	915 +153	+20%	+$2.96K	0.01%	259
2019 Q3	$14K	Hold	762	–	–	0.01%	285
2019 Q2	$14K	Hold	762	–	–	0.01%	264
2019 Q1	$14K	Buy	762 +255	+50%	+$4.56K	0.01%	264
2018 Q4	$8K	Hold	507	–	–	0.01%	302
2018 Q3	$10K	Hold	507	–	–	0.01%	288
2018 Q2	$9K	Hold	507	–	–	0.01%	290
2018 Q1	$9K	Sell	507 -168	-25%	-$3.02K	0.01%	279
2017 Q4	$12K	Buy	+675	New	+$11.6K	0.01%	252

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

McIlrath & Eck's SCHM Position: Q1 2026 in Review

McIlrath & Eck held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 396 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

McIlrath & Eck first reported a position in SCHM in Q4 2017 and has held it in 34 quarters since. The position peaked at $22K in Q2 2021. 1,017 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

McIlrath & Eck held 396 shares of Schwab US Mid-Cap ETF worth $12.3K as of Q1 2026.
McIlrath & Eck left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #982 holding.
McIlrath & Eck first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
McIlrath & Eck's Schwab US Mid-Cap ETF position peaked at $22K in Q2 2021.
1,017 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.