NL
SCHM icon

NWAM LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

NWAM LLC’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 		$1.02M Buy
32,897
+267
+0.8% +$8.5K 0.06% 295
2025
Q4 		$1.04M Buy
32,630
+2,226
+7% +$66.4K 0.06% 271
2025
Q3 		$907K Buy
30,404
+1,066
+4% +$31K 0.05% 299
2025
Q2 		$838K Buy
29,338
+2,672
+10% +$70.5K 0.05% 298
2025
Q1 		$699K Buy
26,666
+1,270
+5% +$35.4K 0.06% 260
2024
Q4 		$704K Buy
25,396
+370
+1% +$10.5K 0.04% 320
2024
Q3 		$693K Buy
+25,026
New +$666K 0.04% 320
2024
Q2 		– Sell
-33,870
Closed -$894K – 446
2024
Q1 		$894K Buy
33,870
+828
+3% +$21.1K 0.07% 242
2023
Q4 		$830K Buy
33,042
+1,233
+4% +$28.3K 0.07% 257
2023
Q3 		$718K Buy
31,809
+5,550
+21% +$131K 0.07% 235
2023
Q2 		$622K Buy
26,259
+2,424
+10% +$54.6K 0.05% 295
2023
Q1 		$539K Sell
23,835
-1,008
-4% -$23.2K 0.05% 262
2022
Q4 		$543K Buy
24,843
+9,951
+67% +$218K 0.05% 302
2022
Q3 		$300K Sell
14,892
-450
-3% -$10K 0.03% 385
2022
Q2 		$326K Sell
15,342
-10,683
-41% -$247K 0.03% 390
2022
Q1 		$658K Buy
26,025
+2,370
+10% +$59.4K 0.05% 280
2021
Q4 		$634K Buy
23,655
+1,212
+5% +$32.3K 0.05% 286
2021
Q3 		$573K Buy
22,443
+21
+0.1% +$549 0.05% 296
2021
Q2 		$585K Buy
22,422
+6,879
+44% +$178K 0.05% 281
2021
Q1 		$386K Buy
15,543
+6,558
+73% +$159K 0.04% 337
2020
Q4 		$204K Buy
+8,985
New +$187K 0.02% 418
2020
Q3 		– Sell
-13,428
Closed -$236K – 396
2020
Q2 		$236K Buy
+13,428
New +$219K 0.03% 357
2020
Q1 		– Sell
-14,736
Closed -$295K – 410
2019
Q4 		$295K Buy
+14,736
New +$285K 0.05% 303

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

NWAM LLC's SCHM Position: Q1 2026 in Review

NWAM LLC increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.82% in Q1 2026, buying an estimated $8.5K and bringing the position to 32,897 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #295.

NWAM LLC first reported a position in SCHM in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.04M in Q4 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • NWAM LLC held 32,897 shares of Schwab US Mid-Cap ETF worth $1.02M as of Q1 2026.
  • NWAM LLC bought 267 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $8.5K.
  • Schwab US Mid-Cap ETF made up 0.06% of NWAM LLC's portfolio in Q1 2026, its #295 holding.
  • NWAM LLC first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • NWAM LLC's Schwab US Mid-Cap ETF position peaked at $1.04M in Q4 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.