NWF Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHM
MGIA
AA
LWMT
NWF Advisory Services's SCHM Position: Q1 2026 in Review
NWF Advisory Services increased its Schwab US Mid-Cap ETF (SCHM) stake by 10% in Q1 2026, buying an estimated $37.4K and bringing the position to 12,370 shares worth $383K. The position accounts for 0.04% of the portfolio, ranked #246.
NWF Advisory Services first reported a position in SCHM in Q1 2023 and has held it in 12 quarters since. The position peaked at $414K in Q1 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- NWF Advisory Services held 12,370 shares of Schwab US Mid-Cap ETF worth $383K as of Q1 2026.
- NWF Advisory Services bought 1,175 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $37.4K.
- Schwab US Mid-Cap ETF made up 0.04% of NWF Advisory Services's portfolio in Q1 2026, its #246 holding.
- NWF Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 12 quarters since.
- NWF Advisory Services's Schwab US Mid-Cap ETF position peaked at $414K in Q1 2024.
- 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.