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Sage Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sage Financial 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 		$30.5M Buy
984,403
+10,359
+1% +$330K 1.98% 11
2025
Q4 		$29.3M Buy
974,044
+12,282
+1% +$366K 1.94% 11
2025
Q3 		$28.5M Buy
961,762
+11,595
+1% +$338K 1.94% 10
2025
Q2 		$26.7M Sell
950,167
-18,160
-2% -$479K 1.97% 10
2025
Q1 		$25.4M Buy
968,327
+136,527
+16% +$3.8M 2.05% 10
2024
Q4 		$23M Buy
831,800
+3,254
+0.4% +$92.7K 1.86% 9
2024
Q3 		$22.9M Buy
828,546
+9,432
+1% +$251K 1.87% 9
2024
Q2 		$21.3M Buy
819,114
+23,286
+3% +$609K 1.84% 9
2024
Q1 		$21.6M Buy
795,828
+10,317
+1% +$263K 1.94% 9
2023
Q4 		$19.7M Buy
785,511
+93,483
+14% +$2.14M 1.92% 10
2023
Q3 		$15.6M Buy
692,028
+20,391
+3% +$483K 1.73% 10
2023
Q2 		$15.9M Buy
671,637
+34,137
+5% +$769K 1.68% 10
2023
Q1 		$14.4M Buy
637,500
+75,936
+14% +$1.75M 1.63% 10
2022
Q4 		$12.3M Buy
561,564
+1,779
+0.3% +$39K 1.5% 13
2022
Q3 		$11.3M Buy
559,785
+20,172
+4% +$450K 1.55% 13
2022
Q2 		$11.3M Buy
539,613
+53,607
+11% +$1.24M 1.49% 13
2022
Q1 		$12.3M Buy
486,006
+10,221
+2% +$256K 1.43% 13
2021
Q4 		$12.8M Sell
475,785
-4,443
-0.9% -$118K 1.36% 15
2021
Q3 		$12.3M Sell
480,228
-2,259
-0.5% -$59K 1.51% 13
2021
Q2 		$12.6M Sell
482,487
-3,864
-0.8% -$99.8K 1.55% 13
2021
Q1 		$12.1M Sell
486,351
-2,556
-0.5% -$62K 1.58% 14
2020
Q4 		$11.1M Buy
488,907
+3,237
+0.7% +$67.5K 1.52% 13
2020
Q3 		$8.98M Buy
485,670
+9,144
+2% +$169K 1.47% 14
2020
Q2 		$8.36M Sell
476,526
-13,314
-3% -$217K 1.51% 14
2020
Q1 		$6.88M Sell
489,840
-90,789
-16% -$1.66M 1.3% 13
2019
Q4 		$11.6M Buy
580,629
+1,383
+0.2% +$26.8K 1.6% 14
2019
Q3 		$10.9M Sell
579,246
-12,600
-2% -$238K 1.63% 13
2019
Q2 		$11.3M Buy
591,846
+46,425
+9% +$868K 1.67% 13
2019
Q1 		$10.1M Buy
545,421
+16,755
+3% +$299K 1.56% 13
2018
Q4 		$8.45M Buy
528,666
+8,283
+2% +$145K 1.41% 15
2018
Q3 		$10M Buy
520,383
+1,542
+0.3% +$29.4K 1.97% 9
2018
Q2 		$9.49M Sell
518,841
-3,822
-0.7% -$69.1K 2.04% 8
2018
Q1 		$9.21M Buy
522,663
+19,647
+4% +$353K 2.03% 9
2017
Q4 		$8.93M Buy
503,016
+44,238
+10% +$763K 1.74% 13
2017
Q3 		$7.66M Buy
458,778
+21,801
+5% +$354K 1.68% 12
2017
Q2 		$7.01M Buy
436,977
+55,236
+14% +$878K 1.61% 12
2017
Q1 		$6.02M Buy
381,741
+77,706
+26% +$1.21M 1.48% 12
2016
Q4 		$4.58M Buy
304,035
+27,891
+10% +$408K 1.17% 13
2016
Q3 		$4.01M Buy
276,144
+45,360
+20% +$656K 1.15% 13
2016
Q2 		$3.23M Buy
230,784
+28,908
+14% +$398K 1.02% 14
2016
Q1 		$2.73M Buy
201,876
+12,804
+7% +$162K 0.95% 14
2015
Q4 		$2.52M Buy
189,072
+74,460
+65% +$1.01M 0.82% 13
2015
Q3 		$1.49M Buy
114,612
+59,361
+107% +$824K 0.53% 13
2015
Q2 		$785K Buy
55,251
+6,936
+14% +$100K 0.37% 15
2015
Q1 		$694K Sell
48,315
-45
-0.1% -$628 0.33% 14
2014
Q4 		$656K Buy
48,360
+3,201
+7% +$42.2K 0.25% 19
2014
Q3 		$583K Buy
45,159
+3,711
+9% +$49.1K 0.29% 11
2014
Q2 		$556K Buy
41,448
+150
+0.4% +$1.93K 0.27% 13
2014
Q1 		$532K Hold
41,298
– – 0.3% 14
2013
Q4 		$515K Buy
+41,298
New +$496K 0.25% 18

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

Sage Financial Group's SCHM Position: Q1 2026 in Review

Sage Financial Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.1% in Q1 2026, buying an estimated $330K and bringing the position to 984,403 shares worth $30.5M. The position accounts for 1.98% of the portfolio, ranked #11.

Sage Financial Group first reported a position in SCHM in Q4 2013 and has held it in 50 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Sage Financial Group held 984,403 shares of Schwab US Mid-Cap ETF worth $30.5M as of Q1 2026.
  • Sage Financial Group bought 10,359 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $330K.
  • Schwab US Mid-Cap ETF made up 1.98% of Sage Financial Group's portfolio in Q1 2026, its #11 holding.
  • Sage Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.