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

Private Advisor 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 		$9.36M Buy
302,269
+410
+0.1% +$13.1K 0.04% 424
2025
Q4 		$9.08M Buy
301,859
+114,890
+61% +$3.42M 0.04% 422
2025
Q3 		$5.54M Sell
186,969
-88,169
-32% -$2.57M 0.03% 570
2025
Q2 		$7.72M Sell
275,138
-10,702
-4% -$282K 0.04% 428
2025
Q1 		$7.49M Sell
285,840
-16,729
-6% -$466K 0.05% 405
2024
Q4 		$8.38M Buy
302,569
+20,353
+7% +$580K 0.05% 372
2024
Q3 		$7.82M Buy
282,216
+72,939
+35% +$1.94M 0.05% 369
2024
Q2 		$5.43M Buy
209,277
+6,045
+3% +$158K 0.04% 455
2024
Q1 		$5.52M Sell
203,232
-6,213
-3% -$158K 0.04% 426
2023
Q4 		$5.26M Buy
209,445
+933
+0.4% +$21.4K 0.04% 406
2023
Q3 		$4.7M Buy
208,512
+366
+0.2% +$8.67K 0.04% 412
2023
Q2 		$4.98M Buy
208,146
+3,789
+2% +$85.4K 0.04% 403
2023
Q1 		$4.62M Buy
204,357
+9,996
+5% +$230K 0.04% 405
2022
Q4 		$1.15M Buy
194,361
+7,218
+4% +$158K 0.06% 327
2022
Q3 		$3.78M Sell
187,143
-318,030
-63% -$7.1M 0.04% 420
2022
Q2 		$10.6M Sell
505,173
-143,310
-22% -$3.31M 0.09% 212
2022
Q1 		$16.4M Buy
648,483
+21,273
+3% +$533K 0.13% 166
2021
Q4 		$16.8M Sell
627,210
-280,542
-31% -$7.48M 0.13% 163
2021
Q3 		$23.2M Buy
907,752
+300,711
+50% +$7.86M 0.15% 140
2021
Q2 		$15.8M Buy
607,041
+5,685
+0.9% +$147K 0.14% 155
2021
Q1 		$14.9M Sell
601,356
-103,554
-15% -$2.51M 0.14% 151
2020
Q4 		$16M Buy
704,910
+175,410
+33% +$3.66M 0.17% 126
2020
Q3 		$9.56M Sell
529,500
-9,036
-2% -$167K 0.12% 174
2020
Q2 		$9.45M Sell
538,536
-4,239
-0.8% -$69.1K 0.13% 164
2020
Q1 		$7.63M Buy
542,775
+126,207
+30% +$2.31M 0.14% 159
2019
Q4 		$8.35M Buy
416,568
+65,730
+19% +$1.27M 0.13% 171
2019
Q3 		$6.61M Buy
350,838
+145,515
+71% +$2.75M 0.1% 209
2019
Q2 		$3.91M Buy
205,323
+19,095
+10% +$357K 0.07% 292
2019
Q1 		$3.44M Sell
186,228
-12,972
-7% -$232K 0.07% 293
2018
Q4 		$3.18M Buy
199,200
+32,796
+20% +$573K 0.08% 266
2018
Q3 		$3.21M Buy
166,404
+63,489
+62% +$1.21M 0.07% 294
2018
Q2 		$1.88M Buy
102,915
+48,510
+89% +$877K 0.03% 296
2018
Q1 		$959K Sell
54,405
-34,257
-39% -$615K 0.04% 419
2017
Q4 		$1.61M Sell
88,662
-20,088
-18% -$347K 0.07% 298
2017
Q3 		$1.83M Buy
108,750
+5,124
+5% +$83.3K 0.05% 389
2017
Q2 		$1.66M Buy
103,626
+5,772
+6% +$91.7K 0.05% 397
2017
Q1 		$1.52M Buy
97,854
+13,344
+16% +$208K 0.04% 421
2016
Q4 		$1.29M Buy
84,510
+8,385
+11% +$123K 0.04% 425
2016
Q3 		$1.09M Buy
76,125
+13,431
+21% +$194K 0.04% 406
2016
Q2 		$875K Buy
62,694
+3,144
+5% +$43.3K 0.04% 448
2016
Q1 		$806K Buy
59,550
+10,239
+21% +$129K 0.04% 429
2015
Q4 		$659K Buy
49,311
+1,128
+2% +$15.3K 0.03% 512
2015
Q3 		$625K Sell
48,183
-31,887
-40% -$443K 0.03% 491
2015
Q2 		$1.14M Sell
80,070
-5,862
-7% -$84.8K 0.05% 345
2015
Q1 		$1.24M Sell
85,932
-8,466
-9% -$118K 0.07% 302
2014
Q4 		$1.28M Sell
94,398
-80,865
-46% -$1.07M 0.08% 289
2014
Q3 		$2.26M Buy
+175,263
New +$2.32M 0.16% 144

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

Private Advisor Group's SCHM Position: Q1 2026 in Review

Private Advisor Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.14% in Q1 2026, buying an estimated $13.1K and bringing the position to 302,269 shares worth $9.36M. The position accounts for 0.04% of the portfolio, ranked #424.

Private Advisor Group first reported a position in SCHM in Q3 2014 and has held it in 47 quarters since. The position peaked at $23.2M in Q3 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Private Advisor Group held 302,269 shares of Schwab US Mid-Cap ETF worth $9.36M as of Q1 2026.
  • Private Advisor Group bought 410 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $13.1K.
  • Schwab US Mid-Cap ETF made up 0.04% of Private Advisor Group's portfolio in Q1 2026, its #424 holding.
  • Private Advisor Group first reported a position in Schwab US Mid-Cap ETF in Q3 2014 and has held it in 47 quarters since.
  • Private Advisor Group's Schwab US Mid-Cap ETF position peaked at $23.2M in Q3 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.