Mission Creek Capital Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Mission Creek Capital Partners’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	$623K	Buy	22,890 +11,764	+106%	+$375K	0.12%	135
2025 Q4	$251K	Hold	11,126	–	–	0.05%	192
2025 Q3	$247K	Hold	11,126	–	–	0.05%	190
2025 Q2	$234K	Hold	11,126	–	–	0.05%	190
2025 Q1	$219K	Sell	11,126 -750	-6%	-$20.9K	0.05%	188
2024 Q4	$252K	Buy	11,876 +2,876	+32%	+$81.9K	0.06%	212
2024 Q3	$249K	Hold	9,000	–	–	0.06%	205
2024 Q2	$233K	Sell	9,000 -732	-8%	-$19.2K	0.06%	193
2024 Q1	$264K	Sell	9,732 -282	-3%	-$7.19K	0.07%	214
2023 Q4	$251K	Hold	10,014	–	–	0.06%	205
2023 Q3	$226K	Hold	10,014	–	–	0.08%	200
2023 Q2	$237K	Hold	10,014	–	–	0.08%	207
2023 Q1	$226K	Hold	10,014	–	–	0.08%	207
2022 Q4	$219K	Hold	10,014	–	–	0.08%	210
2022 Q3	$202K	Buy	+10,014	New	+$223K	0.08%	199
2022 Q2	–	Sell	-9,282	Closed	-$235K	–	227
2022 Q1	$235K	Hold	9,282	–	–	0.06%	211
2021 Q4	$249K	Hold	9,282	–	–	0.05%	223
2021 Q3	$237K	Hold	9,282	–	–	0.04%	229
2021 Q2	$242K	Hold	9,282	–	–	0.04%	216
2021 Q1	$230K	Hold	9,282	–	–	0.03%	217
2020 Q4	$211K	Buy	+9,282	New	+$194K	0.06%	199

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 $103B AUM 28.65% 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

Mission Creek Capital Partners's SCHM Position: Q1 2026 in Review

Mission Creek Capital Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 106% in Q1 2026, buying an estimated $375K and bringing the position to 22,890 shares worth $623K. The position accounts for 0.12% of the portfolio, ranked #135.

Mission Creek Capital Partners first reported a position in SCHM in Q4 2020 and has held it in 21 quarters since. 1,015 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Mission Creek Capital Partners held 22,890 shares of Schwab US Mid-Cap ETF worth $623K as of Q1 2026.
Mission Creek Capital Partners bought 11,764 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $375K.
Schwab US Mid-Cap ETF made up 0.12% of Mission Creek Capital Partners's portfolio in Q1 2026, its #135 holding.
Mission Creek Capital Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
1,015 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Mission Creek Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.