MCC
SCHM icon

Money Concepts Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Money Concepts Capital’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 		$11M Buy
355,590
+19,133
+6% +$609K 0.61% 32
2025
Q4 		$10.1M Sell
336,457
-1,165
-0.3% -$34.7K 0.57% 32
2025
Q3 		$10M Buy
337,622
+8,977
+3% +$261K 0.62% 27
2025
Q2 		$9.22M Buy
328,645
+20,251
+7% +$534K 0.62% 31
2025
Q1 		$8.08M Buy
308,394
+9,666
+3% +$269K 0.61% 32
2024
Q4 		$8.28M Sell
298,728
-8,466
-3% -$241K 0.62% 31
2024
Q3 		$8.51M Sell
307,194
-927
-0.3% -$24.7K 0.65% 30
2024
Q2 		$7.99M Buy
308,121
+16,965
+6% +$444K 0.67% 32
2024
Q1 		$7.9M Buy
291,156
+6,744
+2% +$172K 0.73% 33
2023
Q4 		$7.14M Sell
284,412
-25,620
-8% -$587K 0.66% 39
2023
Q3 		$6.99M Buy
310,032
+6,279
+2% +$149K 0.73% 36
2023
Q2 		$7.19M Sell
303,753
-1,100,514
-78% -$24.8M 0.73% 40
2023
Q1 		$5.54M Buy
1,404,267
+1,108,341
+375% +$25.5M 0.31% 71
2022
Q4 		$6.47M Sell
295,926
-9,600
-3% -$210K 0.29% 68
2022
Q3 		$6.16M Buy
305,526
+3,255
+1% +$72.6K 0.36% 58
2022
Q2 		$6.41M Buy
302,271
+8,898
+3% +$205K 0.57% 38
2022
Q1 		$7.42M Buy
293,373
+22,311
+8% +$559K 0.42% 48
2021
Q4 		$7.27M Buy
+271,062
New +$7.23M 0.61% 36
2021
Q1 		$5.94M Sell
239,247
-1,851
-0.8% -$44.9K 0.47% 53
2020
Q4 		$5.48M Buy
+241,098
New +$5.03M 0.51% 53

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 $70.5B 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 $45.5B AUM 21.01% 1-Year Est. Return