Patrick M. Sweeney & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Patrick M. Sweeney & Associates’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	$401K	Buy	12,957 +226	+2%	+$7.2K	0.26%	97
2025 Q4	$383K	Buy	12,731 +731	+6%	+$21.8K	0.24%	99
2025 Q3	$356K	Buy	12,000 +601	+5%	+$17.5K	0.23%	103
2025 Q2	$327K	Buy	11,399 +526	+5%	+$13.9K	0.23%	111
2025 Q1	$285K	Buy	10,873 +1	+0%	+$28	0.21%	117
2024 Q4	$301K	Buy	10,872 +180	+2%	+$5.13K	0.23%	113
2024 Q3	$296K	Buy	10,692 +1,671	+19%	+$44.4K	0.22%	116
2024 Q2	$224K	Buy	9,021 +960	+12%	+$25.1K	0.18%	127
2024 Q1	$219K	Buy	+8,061	New	+$206K	0.18%	130

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

Patrick M. Sweeney & Associates's SCHM Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.8% in Q1 2026, buying an estimated $7.2K and bringing the position to 12,957 shares worth $401K. The position accounts for 0.26% of the portfolio, ranked #97.

Patrick M. Sweeney & Associates first reported a position in SCHM in Q1 2024 and has held it in 9 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Patrick M. Sweeney & Associates held 12,957 shares of Schwab US Mid-Cap ETF worth $401K as of Q1 2026.
Patrick M. Sweeney & Associates bought 226 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $7.2K.
Schwab US Mid-Cap ETF made up 0.26% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #97 holding.
Patrick M. Sweeney & Associates first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.