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

Sage Financial Management 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 		$4.2M Sell
135,765
-1,198
-0.9% -$38.1K 1.29% 17
2025
Q4 		$4.12M Sell
136,963
-420
-0.3% -$12.5K 1.26% 17
2025
Q3 		$4.07M Sell
137,383
-681
-0.5% -$19.8K 1.3% 17
2025
Q2 		$3.87M Sell
138,064
-3,797
-3% -$100K 1.34% 17
2025
Q1 		$3.72M Sell
141,861
-4,530
-3% -$126K 1.35% 17
2024
Q4 		$4.06M Sell
146,391
-750
-0.5% -$21.4K 1.5% 17
2024
Q3 		$4.08M Buy
+147,141
New +$3.91M 1.58% 17
2024
Q2 		– Sell
-147,447
Closed -$4M – 39
2024
Q1 		$4M Buy
147,447
+7,476
+5% +$191K 1.9% 17
2023
Q4 		$3.51M Sell
139,971
-1,887
-1% -$43.2K 1.89% 16
2023
Q3 		$3.2M Buy
+141,858
New +$3.36M 1.92% 15
2023
Q2 		– Sell
-224,832
Closed -$5.08M – 24
2023
Q1 		$5.08M Sell
224,832
-30,102
-12% -$693K 4.1% 10
2022
Q4 		$5.58M Buy
254,934
+28,374
+13% +$622K 3.9% 11
2022
Q3 		$4.57M Sell
226,560
-26,217
-10% -$585K 4.03% 10
2022
Q2 		$5.29M Buy
252,777
+3,294
+1% +$76K 3.7% 11
2022
Q1 		$6.31M Buy
249,483
+5,889
+2% +$148K 4.33% 9
2021
Q4 		$6.53M Buy
+243,594
New +$6.5M 4.35% 9
2021
Q3 		– Sell
-242,382
Closed -$6.32M – 23
2021
Q2 		$6.32M Buy
242,382
+1,152
+0.5% +$29.8K 5.77% 7
2021
Q1 		$5.99M Sell
241,230
-21,351
-8% -$518K 4.61% 9
2020
Q4 		$5.97M Buy
+262,581
New +$5.48M 4.68% 9

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 Management Group's SCHM Position: Q1 2026 in Review

Sage Financial Management Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.87% in Q1 2026, selling an estimated $38.1K and leaving 135,765 shares worth $4.2M. The position accounts for 1.29% of the portfolio, ranked #17.

Sage Financial Management Group first reported a position in SCHM in Q4 2020 and has held it in 19 quarters since. The position peaked at $6.53M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Sage Financial Management Group held 135,765 shares of Schwab US Mid-Cap ETF worth $4.2M as of Q1 2026.
  • Sage Financial Management Group sold 1,198 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $38.1K.
  • Schwab US Mid-Cap ETF made up 1.29% of Sage Financial Management Group's portfolio in Q1 2026, its #17 holding.
  • Sage Financial Management Group first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 19 quarters since.
  • Sage Financial Management Group's Schwab US Mid-Cap ETF position peaked at $6.53M in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.