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Peterson Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Peterson Wealth Advisors’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 		$6.79M Sell
219,294
-15,013
-6% -$478K 0.9% 19
2025
Q4 		$7.05M Sell
234,307
-178
-0.1% -$5.31K 0.94% 19
2025
Q3 		$6.98M Sell
234,485
-1,871
-0.8% -$54.5K 1.04% 18
2025
Q2 		$6.63M Buy
236,356
+6,305
+3% +$166K 1.09% 16
2025
Q1 		$5.39M Buy
230,051
+45,984
+25% +$1.28M 1.04% 16
2024
Q4 		$5.16M Buy
184,067
+9,656
+6% +$275K 0.93% 17
2024
Q3 		$4.83M Buy
174,411
+699
+0.4% +$18.6K 0.91% 17
2024
Q2 		$4.51M Sell
173,712
-2,241
-1% -$58.6K 0.95% 16
2024
Q1 		$4.78M Sell
175,953
-681
-0.4% -$17.4K 1.01% 16
2023
Q4 		$4.43M Sell
176,634
-22,764
-11% -$522K 1.05% 15
2023
Q3 		$4.5M Buy
199,398
+10,500
+6% +$249K 1.21% 13
2023
Q2 		$4.49M Buy
188,898
+2,562
+1% +$57.7K 1.19% 13
2023
Q1 		$4.21M Buy
186,336
+5,004
+3% +$115K 1.16% 13
2022
Q4 		$3.97M Buy
181,332
+28,419
+19% +$623K 1.2% 13
2022
Q3 		$3.08M Buy
152,913
+62,121
+68% +$1.39M 1.04% 16
2022
Q2 		$1.9M Buy
90,792
+6,279
+7% +$145K 0.63% 18
2022
Q1 		$2.14M Sell
84,513
-186
-0.2% -$4.66K 0.63% 19
2021
Q4 		$2.27M Sell
84,699
-1,290
-2% -$34.4K 0.66% 21
2021
Q3 		$2.2M Buy
85,989
+3,885
+5% +$102K 0.73% 19
2021
Q2 		$2.14M Sell
82,104
-3,321
-4% -$85.8K 0.76% 19
2021
Q1 		$2.12M Sell
85,425
-288
-0.3% -$6.99K 0.86% 16
2020
Q4 		$1.95M Sell
85,713
-15
-0% -$313 0.86% 17
2020
Q3 		$1.58M Sell
85,728
-201
-0.2% -$3.72K 0.81% 18
2020
Q2 		$1.51M Buy
85,929
+46,227
+116% +$753K 0.8% 18
2020
Q1 		$558K Buy
+39,702
New +$727K 0.36% 28

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

Peterson Wealth Advisors's SCHM Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6.4% in Q1 2026, selling an estimated $478K and leaving 219,294 shares worth $6.79M. The position accounts for 0.9% of the portfolio, ranked #19.

Peterson Wealth Advisors first reported a position in SCHM in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.05M in Q4 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Peterson Wealth Advisors held 219,294 shares of Schwab US Mid-Cap ETF worth $6.79M as of Q1 2026.
  • Peterson Wealth Advisors sold 15,013 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $478K.
  • Schwab US Mid-Cap ETF made up 0.9% of Peterson Wealth Advisors's portfolio in Q1 2026, its #19 holding.
  • Peterson Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • Peterson Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $7.05M in Q4 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.