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Moors & Cabot’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Moors & Cabot’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 		$236K Buy
7,621
+1
+0% +$32 0.01% 804
2025
Q4 		$229K Buy
+7,620
New +$227K 0.01% 806

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Northwestern Mutual Wealth Management
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MGIA
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AA
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HighTower Advisors
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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

Moors & Cabot's SCHM Position: Q1 2026 in Review

Moors & Cabot increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.01% in Q1 2026, buying an estimated $32 and bringing the position to 7,621 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #804.

Moors & Cabot first reported a position in SCHM in Q4 2025 and has held it in 2 quarters since. 1,015 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Moors & Cabot held 7,621 shares of Schwab US Mid-Cap ETF worth $236K as of Q1 2026.
  • Moors & Cabot bought 1 Schwab US Mid-Cap ETF share in Q1 2026, an estimated $32.
  • Schwab US Mid-Cap ETF made up 0.01% of Moors & Cabot's portfolio in Q1 2026, its #804 holding.
  • Moors & Cabot first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.