Medallion Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Medallion Wealth Advisors’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	$1.8M	Buy	58,263 +2,474	+4%	+$78.8K	0.59%	44
2025 Q4	$1.68M	Buy	55,789 +844	+2%	+$25.2K	0.56%	43
2025 Q3	$1.63M	Buy	54,945 +4,828	+10%	+$141K	0.58%	40
2025 Q2	$1.42M	Buy	50,117 +2,964	+6%	+$78.2K	0.55%	44
2025 Q1	$1.24M	Buy	47,153 +5,112	+12%	+$142K	0.56%	40
2024 Q4	$1.16M	Buy	+42,041	New	+$1.2M	0.58%	39

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

Medallion Wealth Advisors's SCHM Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 4.4% in Q1 2026, buying an estimated $78.8K and bringing the position to 58,263 shares worth $1.8M. The position accounts for 0.59% of the portfolio, ranked #44.

Medallion Wealth Advisors first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Medallion Wealth Advisors held 58,263 shares of Schwab US Mid-Cap ETF worth $1.8M as of Q1 2026.
Medallion Wealth Advisors bought 2,474 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $78.8K.
Schwab US Mid-Cap ETF made up 0.59% of Medallion Wealth Advisors's portfolio in Q1 2026, its #44 holding.
Medallion Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.