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

Resurgent 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 		$395K Sell
12,760
-2,394
-16% -$76.2K 0.14% 173
2025
Q4 		$456K Sell
15,154
-1,258
-8% -$37.5K 0.23% 127
2025
Q3 		$486K Sell
16,412
-3,172
-16% -$92.3K 0.24% 126
2025
Q2 		$549K Buy
19,584
+2,687
+16% +$70.9K 0.3% 96
2025
Q1 		$443K Buy
16,897
+2,544
+18% +$70.8K 0.27% 107
2024
Q4 		$398K Sell
14,353
-125
-0.9% -$3.56K 0.23% 118
2024
Q3 		$401K Buy
14,478
+519
+4% +$13.8K 0.23% 127
2024
Q2 		$362K Sell
13,959
-8,559
-38% -$224K 0.23% 125
2024
Q1 		$611K Buy
22,518
+11,268
+100% +$287K 0.33% 88
2023
Q4 		$282K Sell
11,250
-534
-5% -$12.2K 0.17% 135
2023
Q3 		$266K Sell
11,784
-207
-2% -$4.9K 0.18% 123
2023
Q2 		$284K Sell
11,991
-597
-5% -$13.5K 0.19% 112
2023
Q1 		$285K Sell
12,588
-897
-7% -$20.7K 0.19% 113
2022
Q4 		$295K Buy
13,485
+1,938
+17% +$42.5K 0.16% 143
2022
Q3 		$233K Buy
11,547
+3
+0% +$67 0.16% 166
2022
Q2 		$241K Buy
11,544
+1,983
+21% +$45.8K 0.15% 154
2022
Q1 		$242K Buy
9,561
+1,203
+14% +$30.2K 0.15% 151
2021
Q4 		$224K Buy
+8,358
New +$223K 0.18% 112

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

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

Resurgent Financial Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 16% in Q1 2026, selling an estimated $76.2K and leaving 12,760 shares worth $395K. The position accounts for 0.14% of the portfolio, ranked #173.

Resurgent Financial Advisors first reported a position in SCHM in Q4 2021 and has held it in 18 quarters since. The position peaked at $611K in Q1 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Resurgent Financial Advisors held 12,760 shares of Schwab US Mid-Cap ETF worth $395K as of Q1 2026.
  • Resurgent Financial Advisors sold 2,394 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $76.2K.
  • Schwab US Mid-Cap ETF made up 0.14% of Resurgent Financial Advisors's portfolio in Q1 2026, its #173 holding.
  • Resurgent Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's Schwab US Mid-Cap ETF position peaked at $611K in Q1 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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