NorthRock Partners
SCHM icon

NorthRock Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

NorthRock Partners’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
Q3 		$3.84M Buy
112,914
+4,673
+4% +$165K 0.05% 156
2026
Q2 		$3.99M Sell
108,241
-3,724
-3% -$128K 0.06% 140
2026
Q1 		$3.47M Sell
111,965
-4,002
-3% -$127K 0.06% 151
2025
Q4 		$3.49M Buy
115,967
+425
+0.4% +$12.7K 0.06% 146
2025
Q3 		$3.42M Buy
115,542
+55,935
+94% +$1.63M 0.06% 136
2025
Q2 		$1.67M Sell
59,607
-1,619
-3% -$42.7K 0.04% 155
2025
Q1 		$1.6M Sell
61,226
-12,195
-17% -$340K 0.05% 142
2024
Q4 		$2.03M Buy
73,421
+170
+0.2% +$4.84K 0.07% 119
2024
Q3 		$2.03M Buy
73,251
+6,327
+9% +$168K 0.07% 125
2024
Q2 		$1.74M Sell
66,924
-15,951
-19% -$417K 0.07% 128
2024
Q1 		$2.25M Sell
82,875
-33,072
-29% -$844K 0.09% 110
2023
Q4 		$2.91M Buy
115,947
+19,290
+20% +$442K 0.12% 88
2023
Q3 		$2.18M Buy
+96,657
New +$2.29M 0.23% 49
2018
Q2 		– Sell
-14,136
Closed -$251K – 62
2018
Q1 		$251K Sell
14,136
-8,058
-36% -$145K 0.08% 49
2017
Q4 		$393K Sell
22,194
-12,855
-37% -$222K 0.13% 30
2017
Q3 		$586K Sell
35,049
-27,630
-44% -$449K 0.22% 20
2017
Q2 		$1M Sell
62,679
-90,858
-59% -$1.44M 0.42% 17
2017
Q1 		$2.42M Sell
153,537
-174,108
-53% -$2.71M 1.04% 13
2016
Q4 		$4.93M Buy
+327,645
New +$4.79M 1.74% 13

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NorthRock Partners's SCHM Position: Q3 2026 in Review

NorthRock Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 4.3% in Q3 2026, buying an estimated $165K and bringing the position to 112,914 shares worth $3.84M. The position accounts for 0.05% of the portfolio, ranked #156.

NorthRock Partners first reported a position in SCHM in Q4 2016 and has held it in 19 quarters since. The position peaked at $4.93M in Q4 2016. 961 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • NorthRock Partners held 112,914 shares of Schwab US Mid-Cap ETF worth $3.84M as of Q3 2026.
  • NorthRock Partners bought 4,673 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $165K.
  • Schwab US Mid-Cap ETF made up 0.05% of NorthRock Partners's portfolio in Q3 2026, its #156 holding.
  • NorthRock Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and has held it in 19 quarters since.
  • NorthRock Partners's Schwab US Mid-Cap ETF position peaked at $4.93M in Q4 2016.
  • 961 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on NorthRock Partners's 13F filing for Q3 2026, filed 13 Nov 2026.