NWK Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

NWK Group’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	$159K	Buy	5,137 +185	+4%	+$5.89K	0.06%	51
2025 Q4	$149K	Hold	4,952	–	–	0.05%	52
2025 Q3	$147K	Hold	4,952	–	–	0.05%	52
2025 Q2	$139K	Hold	4,952	–	–	0.05%	49
2025 Q1	$130K	Sell	4,952 -955	-16%	-$26.6K	0.06%	49
2024 Q4	$164K	Buy	5,907 +738	+14%	+$21K	0.06%	51
2024 Q3	$143K	Hold	5,169	–	–	0.06%	53
2024 Q2	$134K	Hold	5,169	–	–	0.06%	46
2024 Q1	$140K	Sell	5,169 -60	-1%	-$1.53K	0.07%	48
2023 Q4	$131K	Hold	5,229	–	–	0.07%	49
2023 Q3	$118K	Hold	5,229	–	–	0.07%	46
2023 Q2	$124K	Sell	5,229 -1,650	-24%	-$37.2K	0.07%	49
2023 Q1	$156K	Hold	6,879	–	–	0.1%	51
2022 Q4	$150K	Hold	6,879	–	–	0.11%	47
2022 Q3	$139K	Sell	6,879 -600	-8%	-$13.4K	0.11%	42
2022 Q2	$156K	Hold	7,479	–	–	0.11%	50
2022 Q1	$189K	Hold	7,479	–	–	0.1%	52
2021 Q4	$201K	Sell	7,479 -1,950	-21%	-$52K	0.07%	56
2021 Q3	$241K	Hold	9,429	–	–	0.1%	55
2021 Q2	$246K	Hold	9,429	–	–	0.1%	58
2021 Q1	$234K	Hold	9,429	–	–	0.1%	60
2020 Q4	$214K	Sell	9,429 -93	-1%	-$1.94K	0.09%	57
2020 Q3	$176K	Sell	9,522 -96	-1%	-$1.78K	0.09%	59
2020 Q2	$169K	Hold	9,618	–	–	0.1%	58
2020 Q1	$135K	Buy	9,618 +1,155	+14%	+$21.1K	0.12%	57
2019 Q4	$170K	Buy	+8,463	New	+$164K	0.14%	63

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

NWK Group's SCHM Position: Q1 2026 in Review

NWK Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.7% in Q1 2026, buying an estimated $5.89K and bringing the position to 5,137 shares worth $159K. The position accounts for 0.06% of the portfolio, ranked #51.

NWK Group first reported a position in SCHM in Q4 2019 and has held it in 26 quarters since. The position peaked at $246K in Q2 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

NWK Group held 5,137 shares of Schwab US Mid-Cap ETF worth $159K as of Q1 2026.
NWK Group bought 185 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $5.89K.
Schwab US Mid-Cap ETF made up 0.06% of NWK Group's portfolio in Q1 2026, its #51 holding.
NWK Group first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
NWK Group's Schwab US Mid-Cap ETF position peaked at $246K in Q2 2021.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on NWK Group's 13F filing for Q1 2026, filed 7 May 2026.