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Miracle Mile Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Miracle Mile 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 		$3.63M Buy
117,208
+4,062
+4% +$129K 0.05% 231
2025
Q4 		$3.4M Buy
113,146
+19,822
+21% +$591K 0.05% 236
2025
Q3 		$2.77M Sell
93,324
-21,880
-19% -$637K 0.04% 257
2025
Q2 		$3.23M Sell
115,204
-5,924
-5% -$156K 0.05% 203
2025
Q1 		$3.17M Sell
121,128
-13,661
-10% -$380K 0.06% 170
2024
Q4 		$3.74M Sell
134,789
-74,242
-36% -$2.12M 0.08% 165
2024
Q3 		$5.79M Sell
209,031
-2,631
-1% -$70K 0.13% 98
2024
Q2 		$5.49M Sell
211,662
-1,344
-0.6% -$35.2K 0.13% 97
2024
Q1 		$5.78M Sell
213,006
-20,454
-9% -$522K 0.15% 100
2023
Q4 		$5.86M Sell
233,460
-55,857
-19% -$1.28M 0.16% 95
2023
Q3 		$6.53M Sell
289,317
-73,155
-20% -$1.73M 0.2% 89
2023
Q2 		$8.58M Sell
362,472
-97,872
-21% -$2.21M 0.26% 79
2023
Q1 		$10.4M Sell
460,344
-2,307
-0.5% -$53.1K 0.34% 70
2022
Q4 		$10.1M Sell
462,651
-585
-0.1% -$12.8K 0.35% 71
2022
Q3 		$9.35M Buy
463,236
+19,227
+4% +$429K 0.44% 50
2022
Q2 		$9.28M Buy
444,009
+47,826
+12% +$1.1M 0.44% 53
2022
Q1 		$10M Buy
396,183
+8,358
+2% +$209K 0.43% 51
2021
Q4 		$10.4M Sell
387,825
-4,368
-1% -$116K 0.41% 57
2021
Q3 		$10M Buy
392,193
+14,094
+4% +$368K 0.48% 48
2021
Q2 		$9.87M Buy
378,099
+24,357
+7% +$629K 0.52% 42
2021
Q1 		$8.78M Buy
353,742
+23,316
+7% +$566K 0.5% 44
2020
Q4 		$7.51M Buy
330,426
+17,616
+6% +$367K 0.46% 53
2020
Q3 		$5.79M Buy
+312,810
New +$5.79M 0.4% 60

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

Miracle Mile Advisors's SCHM Position: Q1 2026 in Review

Miracle Mile Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.6% in Q1 2026, buying an estimated $129K and bringing the position to 117,208 shares worth $3.63M. The position accounts for 0.05% of the portfolio, ranked #231.

Miracle Mile Advisors first reported a position in SCHM in Q3 2020 and has held it in 23 quarters since. The position peaked at $10.4M in Q1 2023. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Miracle Mile Advisors held 117,208 shares of Schwab US Mid-Cap ETF worth $3.63M as of Q1 2026.
  • Miracle Mile Advisors bought 4,062 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $129K.
  • Schwab US Mid-Cap ETF made up 0.05% of Miracle Mile Advisors's portfolio in Q1 2026, its #231 holding.
  • Miracle Mile Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • Miracle Mile Advisors's Schwab US Mid-Cap ETF position peaked at $10.4M in Q1 2023.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Miracle Mile Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.