Midwest Capital Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Midwest Capital 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	$726K	Buy	23,437 +229	+1%	+$7.29K	0.34%	32
2025 Q4	$698K	Sell	23,208 -4,619	-17%	-$138K	0.33%	32
2025 Q3	$825K	Buy	27,827 +117	+0.4%	+$3.41K	0.4%	28
2025 Q2	$777K	Sell	27,710 -4,875	-15%	-$129K	0.41%	29
2025 Q1	$854K	Sell	32,585 -6,403	-16%	-$178K	0.52%	23
2024 Q4	$1.08M	Buy	+38,988	New	+$1.11M	0.79%	22

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

Midwest Capital Advisors's SCHM Position: Q1 2026 in Review

Midwest Capital Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.99% in Q1 2026, buying an estimated $7.29K and bringing the position to 23,437 shares worth $726K. The position accounts for 0.34% of the portfolio, ranked #32.

Midwest Capital Advisors first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Midwest Capital Advisors held 23,437 shares of Schwab US Mid-Cap ETF worth $726K as of Q1 2026.
Midwest Capital Advisors bought 229 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $7.29K.
Schwab US Mid-Cap ETF made up 0.34% of Midwest Capital Advisors's portfolio in Q1 2026, its #32 holding.
Midwest Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Midwest Capital Advisors's Schwab US Mid-Cap ETF position peaked at $1.08M in Q4 2024.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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