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Providence Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Providence Financial 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 		– Sell
-8,318
Closed -$250K – 60
2025
Q4 		$250K Hold
8,318
– – 0.25% 43
2025
Q3 		$247K Buy
+8,318
New +$242K 0.24% 43

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Providence Financial Advisors's SCHM Position: Q1 2026 in Review

Providence Financial Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2026, closing a stake of 8,318 shares — an estimated $250K sold.

Providence Financial Advisors first reported a position in SCHM in Q3 2025 and held it in 2 quarters. The position peaked at $250K in Q4 2025. 1,022 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Providence Financial Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Providence Financial Advisors sold 8,318 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $250K.
  • Providence Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and held it in 2 quarters.
  • Providence Financial Advisors's Schwab US Mid-Cap ETF position peaked at $250K in Q4 2025.
  • 1,022 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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