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

Naples Global 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 		$1.27M Buy
41,096
+1,513
+4% +$48.2K 0.09% 203
2025
Q4 		$1.19M Buy
39,583
+1,486
+4% +$44.3K 0.09% 212
2025
Q3 		$1.13M Sell
38,097
-1,143
-3% -$33.3K 0.09% 220
2025
Q2 		$1.1M Sell
39,240
-10
-0% -$264 0.09% 217
2025
Q1 		$1.03M Sell
39,250
-5,872
-13% -$164K 0.1% 217
2024
Q4 		$1.25M Sell
45,122
-1,834
-4% -$52.3K 0.12% 193
2024
Q3 		$1.3M Buy
46,956
+21
+0% +$558 0.12% 190
2024
Q2 		$1.22M Buy
46,935
+1,224
+3% +$32K 0.12% 192
2024
Q1 		$1.24M Buy
45,711
+66
+0.1% +$1.68K 0.13% 193
2023
Q4 		$1.15M Buy
45,645
+3,225
+8% +$73.9K 0.13% 201
2023
Q3 		$957K Buy
42,420
+1,815
+4% +$43K 0.12% 210
2023
Q2 		$961K Sell
40,605
-339
-0.8% -$7.64K 0.11% 209
2023
Q1 		$926K Buy
40,944
+288
+0.7% +$6.63K 0.12% 215
2022
Q4 		$889K Buy
40,656
+492
+1% +$10.8K 0.11% 215
2022
Q3 		$810K Sell
40,164
-549
-1% -$12.2K 0.11% 214
2022
Q2 		$851K Buy
40,713
+1,182
+3% +$27.3K 0.11% 214
2022
Q1 		$1M Buy
39,531
+843
+2% +$21.1K 0.12% 208
2021
Q4 		$1.04M Buy
38,688
+1,545
+4% +$41.2K 0.12% 204
2021
Q3 		$949K Buy
37,143
+1,869
+5% +$48.8K 0.12% 203
2021
Q2 		$920K Buy
35,274
+1,644
+5% +$42.5K 0.13% 203
2021
Q1 		$834K Buy
33,630
+3,333
+11% +$80.9K 0.13% 203
2020
Q4 		$689K Buy
30,297
+957
+3% +$20K 0.12% 206
2020
Q3 		$543K Buy
29,340
+120
+0.4% +$2.22K 0.11% 208
2020
Q2 		$513K Buy
29,220
+540
+2% +$8.8K 0.11% 204
2020
Q1 		$403K Buy
28,680
+6,861
+31% +$126K 0.11% 219
2019
Q4 		$437K Buy
21,819
+4,137
+23% +$80.1K 0.09% 238
2019
Q3 		$333K Buy
17,682
+816
+5% +$15.4K 0.08% 255
2019
Q2 		$321K Buy
16,866
+2,925
+21% +$54.7K 0.08% 253
2019
Q1 		$257K Buy
+13,941
New +$249K 0.07% 268

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

Naples Global Advisors's SCHM Position: Q1 2026 in Review

Naples Global Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.8% in Q1 2026, buying an estimated $48.2K and bringing the position to 41,096 shares worth $1.27M. The position accounts for 0.09% of the portfolio, ranked #203.

Naples Global Advisors first reported a position in SCHM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.3M in Q3 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Naples Global Advisors held 41,096 shares of Schwab US Mid-Cap ETF worth $1.27M as of Q1 2026.
  • Naples Global Advisors bought 1,513 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $48.2K.
  • Schwab US Mid-Cap ETF made up 0.09% of Naples Global Advisors's portfolio in Q1 2026, its #203 holding.
  • Naples Global Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • Naples Global Advisors's Schwab US Mid-Cap ETF position peaked at $1.3M in Q3 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.