QWM
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Quadcap Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Quadcap Wealth Management’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 		$1.73M Sell
55,917
-195
-0.3% -$6.21K 0.2% 102
2025
Q4 		$1.69M Sell
56,112
-1,002
-2% -$29.9K 0.19% 101
2025
Q3 		$1.69M Sell
57,114
-235
-0.4% -$6.84K 0.2% 101
2025
Q2 		$1.61M Sell
57,349
-68
-0.1% -$1.79K 0.2% 99
2025
Q1 		$1.5M Sell
57,417
-16,219
-22% -$452K 0.22% 99
2024
Q4 		$2.04M Buy
73,636
+6,775
+10% +$193K 0.3% 69
2024
Q3 		$1.85M Sell
66,861
-7,494
-10% -$199K 0.29% 77
2024
Q2 		$1.93M Buy
+74,355
New +$1.95M 0.35% 61

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

Quadcap Wealth Management's SCHM Position: Q1 2026 in Review

Quadcap Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.35% in Q1 2026, selling an estimated $6.21K and leaving 55,917 shares worth $1.73M. The position accounts for 0.2% of the portfolio, ranked #102.

Quadcap Wealth Management first reported a position in SCHM in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.04M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Quadcap Wealth Management held 55,917 shares of Schwab US Mid-Cap ETF worth $1.73M as of Q1 2026.
  • Quadcap Wealth Management sold 195 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $6.21K.
  • Schwab US Mid-Cap ETF made up 0.2% of Quadcap Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Quadcap Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • Quadcap Wealth Management's Schwab US Mid-Cap ETF position peaked at $2.04M in Q4 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.