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Montag & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Montag & Associates’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 		$206K Hold
6,642
– – 0.01% 420
2025
Q4 		$200K Hold
6,642
– – 0.01% 410
2025
Q3 		$197K Hold
6,642
– – 0.01% 397
2025
Q2 		$186K Hold
6,642
– – 0.01% 406
2025
Q1 		$174K Hold
6,642
– – 0.01% 430
2024
Q4 		$184K Hold
6,642
– – 0.01% 434
2024
Q3 		$184K Hold
6,642
– – 0.01% 436
2024
Q2 		$173K Hold
6,642
– – 0.01% 425
2024
Q1 		$180K Hold
6,642
– – 0.01% 425
2023
Q4 		$167K Hold
6,642
– – 0.01% 421
2023
Q3 		$150K Hold
6,642
– – 0.01% 419
2023
Q2 		$157K Hold
6,642
– – 0.01% 423
2023
Q1 		$150K Hold
6,642
– – 0.01% 416
2022
Q4 		$145K Buy
+6,642
New +$146K 0.01% 414

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

Montag & Associates's SCHM Position: Q1 2026 in Review

Montag & Associates held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 6,642 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #420.

Montag & Associates first reported a position in SCHM in Q4 2022 and has held it in 14 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Montag & Associates held 6,642 shares of Schwab US Mid-Cap ETF worth $206K as of Q1 2026.
  • Montag & Associates left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of Montag & Associates's portfolio in Q1 2026, its #420 holding.
  • Montag & Associates first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.