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Moneywise Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Moneywise Inc’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 		$5.6M Buy
180,794
+16,592
+10% +$528K 2.44% 15
2025
Q4 		$4.94M Buy
164,202
+6,168
+4% +$184K 2.05% 15
2025
Q3 		$4.68M Sell
158,034
-2,492
-2% -$72.5K 2.12% 14
2025
Q2 		$4.5M Sell
160,526
-29,500
-16% -$778K 2.11% 12
2025
Q1 		$4.98M Sell
190,026
-18,033
-9% -$502K 2.64% 10
2024
Q4 		$5.77M Sell
208,059
-45,426
-18% -$1.29M 2.89% 10
2024
Q3 		$7.02M Sell
253,485
-149,697
-37% -$3.98M 3.45% 9
2024
Q2 		$10.5M Sell
403,182
-81,549
-17% -$2.13M 5.54% 4
2024
Q1 		$13.2M Sell
484,731
-130,824
-21% -$3.34M 7.15% 2
2023
Q4 		$15.5M Sell
615,555
-98,112
-14% -$2.25M 8.87% 2
2023
Q3 		$16.1M Sell
713,667
-69,216
-9% -$1.64M 10.1% 2
2023
Q2 		$18.5M Sell
782,883
-72,417
-8% -$1.63M 11.49% 2
2023
Q1 		$19.3M Buy
855,300
+42,051
+5% +$968K 12.51% 2
2022
Q4 		$17.8M Sell
813,249
-83,937
-9% -$1.84M 13.3% 2
2022
Q3 		$18.1M Buy
897,186
+84,891
+10% +$1.89M 14.77% 2
2022
Q2 		$17M Buy
812,295
+29,886
+4% +$690K 13.24% 2
2022
Q1 		$19.8M Buy
782,409
+44,316
+6% +$1.11M 13.03% 3
2021
Q4 		$19.8M Sell
738,093
-64,878
-8% -$1.73M 12.71% 3
2021
Q3 		$20.5M Buy
802,971
+97,278
+14% +$2.54M 13.39% 3
2021
Q2 		$18.4M Sell
705,693
-55,566
-7% -$1.44M 12.57% 3
2021
Q1 		$18.9M Sell
761,259
-7,071
-0.9% -$172K 12.74% 3
2020
Q4 		$17.5M Buy
768,330
+2,682
+0.4% +$55.9K 12.49% 3
2020
Q3 		$14.2M Buy
765,648
+24,276
+3% +$450K 11.24% 3
2020
Q2 		$13M Buy
741,372
+43,113
+6% +$703K 10.42% 3
2020
Q1 		$9.81M Buy
698,259
+21,942
+3% +$402K 8.64% 3
2019
Q4 		$12.7M Sell
676,317
-1,887
-0.3% -$36.5K 9.59% 3
2019
Q3 		$12.8M Buy
678,204
+1,023
+0.2% +$19.3K 10.32% 3
2019
Q2 		$12.9M Buy
677,181
+56,526
+9% +$1.06M 9.84% 3
2019
Q1 		$10.9M Sell
620,655
-19,179
-3% -$343K 9.37% 3
2018
Q4 		$10.2M Buy
639,834
+33,270
+5% +$581K 9.7% 3
2018
Q3 		$11.7M Sell
606,564
-5,499
-0.9% -$105K 9.89% 3
2018
Q2 		$11.2M Sell
612,063
-24,594
-4% -$445K 9.58% 4
2018
Q1 		$11.2M Sell
636,657
-255,069
-29% -$4.58M 9.32% 3
2017
Q4 		$15.8M Sell
891,726
-61,455
-6% -$1.06M 11.85% 2
2017
Q3 		$15.9M Buy
953,181
+20,025
+2% +$325K 12.58% 2
2017
Q2 		$15M Buy
933,156
+20,784
+2% +$330K 12.76% 2
2017
Q1 		$14.4M Buy
912,372
+14,226
+2% +$222K 13.04% 2
2016
Q4 		$13.5M Sell
898,146
-35,463
-4% -$519K 13.4% 2
2016
Q3 		$13.5M Buy
+933,609
New +$13.5M 14.32% 1

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

Moneywise Inc's SCHM Position: Q1 2026 in Review

Moneywise Inc increased its Schwab US Mid-Cap ETF (SCHM) stake by 10% in Q1 2026, buying an estimated $528K and bringing the position to 180,794 shares worth $5.6M. The position accounts for 2.44% of the portfolio, ranked #15.

Moneywise Inc first reported a position in SCHM in Q3 2016 and has held it in 39 quarters since. The position peaked at $20.5M in Q3 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Moneywise Inc held 180,794 shares of Schwab US Mid-Cap ETF worth $5.6M as of Q1 2026.
  • Moneywise Inc bought 16,592 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $528K.
  • Schwab US Mid-Cap ETF made up 2.44% of Moneywise Inc's portfolio in Q1 2026, its #15 holding.
  • Moneywise Inc first reported a position in Schwab US Mid-Cap ETF in Q3 2016 and has held it in 39 quarters since.
  • Moneywise Inc's Schwab US Mid-Cap ETF position peaked at $20.5M in Q3 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Moneywise Inc's 13F filing for Q1 2026, filed 27 Apr 2026.