Northwestern Mutual Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Northwestern Mutual Wealth Management’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	$360M	Buy	11,638,443 +705,814	+6%	+$22.5M	0.22%	59
2025 Q4	$329M	Buy	10,932,629 +459,489	+4%	+$13.7M	0.21%	62
2025 Q3	$310M	Buy	10,473,140 +200,917	+2%	+$5.85M	0.21%	61
2025 Q2	$288M	Buy	10,272,223 +2,070,689	+25%	+$54.6M	0.21%	60
2025 Q1	$215M	Buy	8,201,534 +616,733	+8%	+$17.2M	0.18%	61
2024 Q4	$210M	Buy	7,584,801 +469,572	+7%	+$13.4M	0.18%	62
2024 Q3	$197M	Buy	7,115,229 +268,110	+4%	+$7.13M	0.18%	61
2024 Q2	$178M	Buy	6,847,119 +1,723,425	+34%	+$45.1M	0.18%	61
2024 Q1	$139M	Buy	5,123,694 +364,017	+8%	+$9.28M	0.14%	69
2023 Q4	$120M	Buy	4,759,677 +948,126	+25%	+$21.7M	0.13%	77
2023 Q3	$86M	Buy	3,811,551 +87,642	+2%	+$2.08M	0.11%	90
2023 Q2	$88.2M	Buy	3,723,909 +3,795	+0.1%	+$85.5K	0.11%	89
2023 Q1	$84.1M	Sell	3,720,114 -140,559	-4%	-$3.24M	0.12%	87
2022 Q4	$84.4M	Buy	3,860,673 +301,656	+8%	+$6.61M	0.13%	87
2022 Q3	$71.8M	Buy	3,559,017 +199,869	+6%	+$4.46M	0.13%	79
2022 Q2	$70.2M	Buy	3,359,148 +8,583	+0.3%	+$198K	0.12%	82
2022 Q1	$84.7M	Buy	3,350,565 +87,981	+3%	+$2.21M	0.14%	75
2021 Q4	$87.5M	Sell	3,262,584 -165,483	-5%	-$4.41M	0.14%	71
2021 Q3	$87.6M	Buy	3,428,067 +28,404	+0.8%	+$742K	0.16%	65
2021 Q2	$88.7M	Sell	3,399,663 -24,459	-0.7%	-$632K	0.17%	63
2021 Q1	$85M	Sell	3,424,122 -346,440	-9%	-$8.4M	0.18%	58
2020 Q4	$85.7M	Buy	3,770,562 +145,425	+4%	+$3.03M	0.2%	55
2020 Q3	$67M	Sell	3,625,137 -62,676	-2%	-$1.16M	0.18%	60
2020 Q2	$64.7M	Sell	3,687,813 -128,757	-3%	-$2.1M	0.2%	52
2020 Q1	$53.6M	Buy	3,816,570 +578,619	+18%	+$10.6M	0.21%	52
2019 Q4	$64.9M	Buy	3,237,951 +118,062	+4%	+$2.29M	0.22%	52
2019 Q3	$58.8M	Sell	3,119,889 -305,064	-9%	-$5.76M	0.22%	51
2019 Q2	$65.2M	Buy	3,424,953 +327,372	+11%	+$6.12M	0.26%	47
2019 Q1	$57.2M	Buy	3,097,581 +312,885	+11%	+$5.59M	0.25%	48
2018 Q4	$44.5M	Buy	2,784,696 +1,629,954	+141%	+$28.5M	0.22%	52
2018 Q3	$22.3M	Buy	1,154,742 +309,522	+37%	+$5.9M	0.11%	88
2018 Q2	$15.5M	Buy	845,220 +133,566	+19%	+$2.42M	0.09%	112
2018 Q1	$12.5M	Buy	711,654 +321,366	+82%	+$5.77M	0.08%	135
2017 Q4	$6.93M	Buy	390,288 +63,777	+20%	+$1.1M	0.04%	182
2017 Q3	$5.45M	Buy	326,511 +71,622	+28%	+$1.16M	0.04%	196
2017 Q2	$4.09M	Buy	254,889 +58,857	+30%	+$935K	0.03%	205
2017 Q1	$3.09M	Buy	196,032 +83,373	+74%	+$1.3M	0.03%	221
2016 Q4	$1.7M	Buy	+112,659	New	+$1.65M	0.02%	266
2016 Q3	–	Sell	-32,796	Closed	-$459K	–	1282
2016 Q2	$459K	Buy	32,796 +32,016	+4,105%	+$441K	0.01%	416
2016 Q1	$10K	Buy	780 +480	+160%	+$6.06K	﹤0.01%	1449
2015 Q4	$4K	Sell	300 -951	-76%	-$12.9K	﹤0.01%	1361
2015 Q3	$16K	Buy	+1,251	New	+$17.4K	﹤0.01%	984
2015 Q2	–	Sell	-1,812	Closed	-$26K	–	1610
2015 Q1	$26K	Buy	+1,812	New	+$25.3K	﹤0.01%	809

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Northwestern Mutual Wealth Management's SCHM Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 6.5% in Q1 2026, buying an estimated $22.5M and bringing the position to 11,638,443 shares worth $360M. The position accounts for 0.22% of the portfolio, ranked #59.

Northwestern Mutual Wealth Management first reported a position in SCHM in Q1 2015 and has held it in 43 quarters since. 1,015 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Northwestern Mutual Wealth Management held 11,638,443 shares of Schwab US Mid-Cap ETF worth $360M as of Q1 2026.
Northwestern Mutual Wealth Management bought 705,814 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $22.5M.
Schwab US Mid-Cap ETF made up 0.22% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #59 holding.
Northwestern Mutual Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2015 and has held it in 43 quarters since.
1,015 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.