NOI
SCHM icon

Newton One Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Newton One Investments’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 		$5.91M Sell
190,885
-2,183
-1% -$69.5K 1.6% 15
2025
Q4 		$5.81M Buy
193,068
+948
+0.5% +$28.3K 1.71% 13
2025
Q3 		$5.69M Buy
192,120
+813
+0.4% +$23.7K 1.69% 13
2025
Q2 		$5.37M Sell
191,307
-34,804
-15% -$918K 1.69% 13
2025
Q1 		$5.92M Sell
226,111
-426
-0.2% -$11.9K 2.12% 13
2024
Q4 		$6.28M Sell
226,537
-473,231
-68% -$13.5M 2.42% 12
2024
Q3 		$19.4M Buy
699,768
+7,110
+1% +$189K 7.77% 5
2024
Q2 		$18M Sell
692,658
-576
-0.1% -$15.1K 7.75% 4
2024
Q1 		$18.8M Buy
693,234
+12,441
+2% +$317K 8.27% 4
2023
Q4 		$17.1M Buy
680,793
+28,491
+4% +$653K 7.86% 5
2023
Q3 		$14.7M Buy
652,302
+9,744
+2% +$231K 8.76% 4
2023
Q2 		$15.2M Buy
642,558
+11,667
+2% +$263K 8.73% 4
2023
Q1 		$14.3M Sell
630,891
-7,080
-1% -$163K 8.57% 4
2022
Q4 		$14M Buy
637,971
+4,173
+0.7% +$91.5K 9% 4
2022
Q3 		$12.8M Buy
633,798
+1,686
+0.3% +$37.6K 9.1% 3
2022
Q2 		$13.2M Sell
632,112
-6,582
-1% -$152K 9.83% 3
2022
Q1 		$16.1M Buy
638,694
+10,218
+2% +$256K 11.77% 3
2021
Q4 		$16.8M Buy
628,476
+4,719
+0.8% +$126K 11.9% 3
2021
Q3 		$15.9M Buy
623,757
+56,421
+10% +$1.47M 11.88% 3
2021
Q2 		$14.8M Buy
567,336
+3,411
+0.6% +$88.1K 11.75% 3
2021
Q1 		$14M Buy
563,925
+12,348
+2% +$300K 12.44% 3
2020
Q4 		$12.5M Buy
+551,577
New +$11.5M 12.32% 3

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

Newton One Investments's SCHM Position: Q1 2026 in Review

Newton One Investments reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.1% in Q1 2026, selling an estimated $69.5K and leaving 190,885 shares worth $5.91M. The position accounts for 1.6% of the portfolio, ranked #15.

Newton One Investments first reported a position in SCHM in Q4 2020 and has held it in 22 quarters since. The position peaked at $19.4M in Q3 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Newton One Investments held 190,885 shares of Schwab US Mid-Cap ETF worth $5.91M as of Q1 2026.
  • Newton One Investments sold 2,183 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $69.5K.
  • Schwab US Mid-Cap ETF made up 1.6% of Newton One Investments's portfolio in Q1 2026, its #15 holding.
  • Newton One Investments first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Newton One Investments's Schwab US Mid-Cap ETF position peaked at $19.4M in Q3 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Newton One Investments's 13F filing for Q1 2026, filed 24 Apr 2026.