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Salomon & Ludwin’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Salomon & Ludwin’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 		$9.7K Hold
309
– – ﹤0.01% 1529
2025
Q4 		$9.54K Hold
309
– – ﹤0.01% 1463
2025
Q3 		$9.28K Hold
309
– – ﹤0.01% 1367
2025
Q2 		$8.82K Hold
309
– – ﹤0.01% 499
2025
Q1 		$8.1K Hold
309
– – ﹤0.01% 475
2024
Q4 		$8.56K Hold
309
– – ﹤0.01% 460
2024
Q3 		$8.56K Sell
309
-4,215
-93% -$112K ﹤0.01% 476
2024
Q2 		$117K Hold
4,524
– – 0.01% 177
2024
Q1 		$123K Buy
4,524
+4,215
+1,364% +$108K 0.01% 228
2023
Q4 		$6.97K Hold
309
– – ﹤0.01% 541
2023
Q3 		$6.97K Buy
+309
New +$7.32K ﹤0.01% 539

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

Salomon & Ludwin's SCHM Position: Q1 2026 in Review

Salomon & Ludwin held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 309 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Salomon & Ludwin first reported a position in SCHM in Q3 2023 and has held it in 11 quarters since. The position peaked at $123K in Q1 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Salomon & Ludwin held 309 shares of Schwab US Mid-Cap ETF worth $9.7K as of Q1 2026.
  • Salomon & Ludwin left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1529 holding.
  • Salomon & Ludwin first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • Salomon & Ludwin's Schwab US Mid-Cap ETF position peaked at $123K in Q1 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.