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

Orcam Financial 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 		$3.13M Buy
101,207
+88
+0.1% +$2.8K 2.22% 9
2025
Q4 		$3.04M Buy
101,119
+153
+0.2% +$4.56K 2.28% 9
2025
Q3 		$2.99M Buy
100,966
+149
+0.1% +$4.34K 2.42% 8
2025
Q2 		$2.83M Buy
100,817
+125
+0.1% +$3.3K 2.46% 8
2025
Q1 		$2.64M Buy
100,692
+104
+0.1% +$2.9K 2.47% 8
2024
Q4 		$2.79M Buy
100,588
+136
+0.1% +$3.88K 2.7% 8
2024
Q3 		$2.78M Buy
100,452
+246
+0.2% +$6.54K 2.7% 7
2024
Q2 		$2.6M Sell
100,206
-3,918
-4% -$103K 2.79% 7
2024
Q1 		$2.83M Buy
104,124
+162
+0.2% +$4.13K 3.09% 6
2023
Q4 		$2.61M Sell
103,962
-13,890
-12% -$318K 3.19% 6
2023
Q3 		$2.66M Buy
117,852
+147
+0.1% +$3.48K 3.58% 6
2023
Q2 		$2.79M Buy
117,705
+162
+0.1% +$3.65K 3.84% 5
2023
Q1 		$2.66M Sell
117,543
-5,856
-5% -$135K 3.69% 6
2022
Q4 		$2.7M Sell
123,399
-681
-0.5% -$14.9K 4.15% 6
2022
Q3 		$2.5M Buy
124,080
+201
+0.2% +$4.48K 4.25% 6
2022
Q2 		$2.59M Sell
123,879
-14,814
-11% -$342K 4.15% 6
2022
Q1 		$3.51M Sell
138,693
-8,925
-6% -$224K 5% 5
2021
Q4 		$3.96M Buy
+147,618
New +$3.94M 5.42% 6

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

Orcam Financial Group's SCHM Position: Q1 2026 in Review

Orcam Financial Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.09% in Q1 2026, buying an estimated $2.8K and bringing the position to 101,207 shares worth $3.13M. The position accounts for 2.22% of the portfolio, ranked #9.

Orcam Financial Group first reported a position in SCHM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.96M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Orcam Financial Group held 101,207 shares of Schwab US Mid-Cap ETF worth $3.13M as of Q1 2026.
  • Orcam Financial Group bought 88 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $2.8K.
  • Schwab US Mid-Cap ETF made up 2.22% of Orcam Financial Group's portfolio in Q1 2026, its #9 holding.
  • Orcam Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Orcam Financial Group's Schwab US Mid-Cap ETF position peaked at $3.96M in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Orcam Financial Group's 13F filing for Q1 2026, filed 12 May 2026.