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

Powers Advisory 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 		$5.58M Buy
180,170
+2,563
+1% +$81.6K 1.97% 14
2025
Q4 		$5.34M Buy
177,607
+2,914
+2% +$86.9K 2.01% 15
2025
Q3 		$5.18M Buy
174,693
+5,395
+3% +$157K 2.06% 15
2025
Q2 		$4.75M Buy
169,298
+4,585
+3% +$121K 2.09% 13
2025
Q1 		$4.32M Buy
164,713
+5,101
+3% +$142K 2.06% 13
2024
Q4 		$4.42M Buy
159,612
+2,220
+1% +$63.3K 2.21% 13
2024
Q3 		$4.36M Buy
157,392
+2,637
+2% +$70.1K 2.17% 14
2024
Q2 		$4.01M Buy
154,755
+10,119
+7% +$265K 2.19% 13
2024
Q1 		$3.93M Buy
144,636
+3,369
+2% +$85.9K 2.24% 13
2023
Q4 		$3.55M Buy
141,267
+2,475
+2% +$56.7K 2.19% 14
2023
Q3 		$3.13M Buy
138,792
+6,255
+5% +$148K 2.13% 13
2023
Q2 		$3.14M Buy
132,537
+3,723
+3% +$83.9K 2.08% 13
2023
Q1 		$2.91M Buy
128,814
+4,914
+4% +$113K 2.04% 14
2022
Q4 		$2.71M Sell
123,900
-204
-0.2% -$4.47K 2% 14
2022
Q3 		$2.5M Buy
124,104
+6,129
+5% +$137K 2% 14
2022
Q2 		$2.47M Buy
117,975
+900
+0.8% +$20.8K 1.9% 14
2022
Q1 		$2.96M Buy
117,075
+10,641
+10% +$267K 2.06% 14
2021
Q4 		$2.85M Buy
+106,434
New +$2.84M 2.01% 13

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

Powers Advisory Group's SCHM Position: Q1 2026 in Review

Powers Advisory Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.4% in Q1 2026, buying an estimated $81.6K and bringing the position to 180,170 shares worth $5.58M. The position accounts for 1.97% of the portfolio, ranked #14.

Powers Advisory Group first reported a position in SCHM in Q4 2021 and has held it in 18 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Powers Advisory Group held 180,170 shares of Schwab US Mid-Cap ETF worth $5.58M as of Q1 2026.
  • Powers Advisory Group bought 2,563 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $81.6K.
  • Schwab US Mid-Cap ETF made up 1.97% of Powers Advisory Group's portfolio in Q1 2026, its #14 holding.
  • Powers Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.