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Mutual Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Mutual Advisors’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 		$593K Sell
19,164
-11,974
-38% -$381K 0.01% 802
2025
Q4 		$936K Sell
31,138
-501
-2% -$14.9K 0.02% 601
2025
Q3 		$946K Buy
31,639
+502
+2% +$14.6K 0.02% 592
2025
Q2 		$906K Sell
31,137
-326
-1% -$8.6K 0.02% 552
2025
Q1 		$799K Sell
31,463
-115
-0.4% -$3.2K 0.02% 535
2024
Q4 		$906K Sell
31,578
-62,145
-66% -$1.77M 0.03% 511
2024
Q3 		$867K Sell
93,723
-59,685
-39% -$1.59M 0.03% 533
2024
Q2 		$4.12M Buy
153,408
+14,331
+10% +$375K 0.12% 161
2024
Q1 		$3.78M Sell
139,077
-21,444
-13% -$547K 0.12% 159
2023
Q4 		$4.03M Buy
160,521
+23,415
+17% +$536K 0.14% 153
2023
Q3 		$3.09M Buy
137,106
+34,218
+33% +$811K 0.12% 171
2023
Q2 		$2.44M Sell
102,888
-15,612
-13% -$352K 0.09% 219
2023
Q1 		$2.68M Sell
118,500
-35,871
-23% -$826K 0.11% 194
2022
Q4 		$3.38M Buy
154,371
+5,979
+4% +$131K 0.15% 148
2022
Q3 		$2.99M Sell
148,392
-8,262
-5% -$184K 0.15% 133
2022
Q2 		$3.28M Buy
156,654
+22,716
+17% +$524K 0.22% 105
2022
Q1 		$3.39M Sell
133,938
-51,834
-28% -$1.3M 0.19% 116
2021
Q4 		$4.98M Sell
185,772
-5,268
-3% -$140K 0.26% 79
2021
Q3 		$4.88M Buy
191,040
+55,173
+41% +$1.44M 0.29% 75
2021
Q2 		$3.54M Buy
135,867
+26,529
+24% +$685K 0.21% 115
2021
Q1 		$2.71M Buy
+109,338
New +$2.65M 0.19% 135

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

Mutual Advisors's SCHM Position: Q1 2026 in Review

Mutual Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 38% in Q1 2026, selling an estimated $381K and leaving 19,164 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #802.

Mutual Advisors first reported a position in SCHM in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.98M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Mutual Advisors held 19,164 shares of Schwab US Mid-Cap ETF worth $593K as of Q1 2026.
  • Mutual Advisors sold 11,974 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $381K.
  • Schwab US Mid-Cap ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #802 holding.
  • Mutual Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • Mutual Advisors's Schwab US Mid-Cap ETF position peaked at $4.98M in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.