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

NewEdge 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 		$2.44M Sell
78,792
-7,186
-8% -$229K 0.01% 1000
2025
Q4 		$2.59M Sell
85,978
-9,298
-10% -$277K 0.01% 943
2025
Q3 		$2.82M Sell
95,276
-2,808
-3% -$81.7K 0.01% 844
2025
Q2 		$2.75M Sell
98,084
-5,845
-6% -$154K 0.01% 790
2025
Q1 		$2.72M Sell
103,929
-27,959
-21% -$779K 0.02% 729
2024
Q4 		$3.65M Sell
131,888
-14,611
-10% -$416K 0.02% 600
2024
Q3 		$4.06M Sell
146,499
-4,356
-3% -$116K 0.03% 547
2024
Q2 		$3.91M Buy
150,855
+29,694
+25% +$777K 0.03% 522
2024
Q1 		$3.29M Sell
121,161
-12,171
-9% -$310K 0.03% 524
2023
Q4 		$3.34M Buy
133,332
+8,460
+7% +$194K 0.03% 474
2023
Q3 		$2.82M Buy
124,872
+18,459
+17% +$437K 0.03% 476
2023
Q2 		$2.52M Sell
106,413
-58,101
-35% -$1.31M 0.03% 517
2023
Q1 		$3.64M Buy
164,514
+19,413
+13% +$447K 0.05% 368
2022
Q4 		$1.72M Buy
145,101
+9,732
+7% +$213K 0.05% 359
2022
Q3 		$2.73M Buy
135,369
+2,910
+2% +$64.9K 0.04% 357
2022
Q2 		$2.77M Sell
132,459
-14,088
-10% -$325K 0.05% 359
2022
Q1 		$3.71M Sell
146,547
-25,011
-15% -$627K 0.06% 298
2021
Q4 		$4.6M Buy
171,558
+73,773
+75% +$1.97M 0.07% 265
2021
Q3 		$2.5M Buy
97,785
+52,620
+117% +$1.37M 0.06% 277
2021
Q2 		$1.18M Buy
45,165
+3,813
+9% +$98.5K 0.03% 448
2021
Q1 		$1.03M Buy
+41,352
New +$1M 0.03% 450

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

NewEdge Advisors's SCHM Position: Q1 2026 in Review

NewEdge Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 8.4% in Q1 2026, selling an estimated $229K and leaving 78,792 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #1000.

NewEdge Advisors first reported a position in SCHM in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.6M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • NewEdge Advisors held 78,792 shares of Schwab US Mid-Cap ETF worth $2.44M as of Q1 2026.
  • NewEdge Advisors sold 7,186 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $229K.
  • Schwab US Mid-Cap ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1000 holding.
  • NewEdge Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • NewEdge Advisors's Schwab US Mid-Cap ETF position peaked at $4.6M in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.