Savant Capital
SCHM icon

Savant Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Savant Capital’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
Q3 		$179M Buy
5,255,612
+2,023,969
+63% +$71.7M 0.51% 34
2026
Q2 		$115M Buy
3,231,643
+2,752,495
+574% +$94.7M 0.34% 48
2026
Q1 		$14.8M Sell
479,148
-365
-0.1% -$11.6K 0.07% 151
2025
Q4 		$14.4M Sell
479,513
-9,828
-2% -$293K 0.08% 144
2025
Q3 		$14.5M Buy
489,341
+2,837
+0.6% +$82.6K 0.09% 136
2025
Q2 		$13.6M Sell
486,504
-11,128
-2% -$294K 0.1% 125
2025
Q1 		$13M Sell
497,632
-10,403
-2% -$290K 0.11% 116
2024
Q4 		$14.1M Sell
508,035
-16,587
-3% -$473K 0.11% 122
2024
Q3 		$14.5M Sell
524,622
-5,247
-1% -$140K 0.12% 120
2024
Q2 		$13.7M Sell
529,869
-15,087
-3% -$395K 0.14% 113
2024
Q1 		$14.8M Sell
544,956
-9,351
-2% -$239K 0.17% 100
2023
Q4 		$13.9M Sell
554,307
-37,611
-6% -$862K 0.18% 96
2023
Q3 		$13.4M Buy
591,918
+252,831
+75% +$5.99M 0.2% 98
2023
Q2 		$8.03M Buy
339,087
+8,757
+3% +$197K 0.13% 122
2023
Q1 		$7.47M Sell
330,330
-86,736
-21% -$2M 0.14% 113
2022
Q4 		$9.12M Sell
417,066
-324,180
-44% -$7.1M 0.22% 60
2022
Q3 		$15M Sell
741,246
-121,677
-14% -$2.71M 0.47% 39
2022
Q2 		$18M Sell
862,923
-2,154
-0.2% -$49.7K 0.55% 33
2022
Q1 		$21.9M Buy
865,077
+2,148
+0.2% +$53.8K 0.72% 29
2021
Q4 		$23.1M Buy
862,929
+842,631
+4,151% +$22.5M 0.75% 32
2021
Q3 		$519K Buy
+20,298
New +$530K 0.02% 320

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Savant Capital's SCHM Position: Q3 2026 in Review

Savant Capital increased its Schwab US Mid-Cap ETF (SCHM) stake by 63% in Q3 2026, buying an estimated $71.7M and bringing the position to 5,255,612 shares worth $179M. The position accounts for 0.51% of the portfolio, ranked #34.

Savant Capital first reported a position in SCHM in Q3 2021 and has held it in 21 quarters since. 929 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Savant Capital held 5,255,612 shares of Schwab US Mid-Cap ETF worth $179M as of Q3 2026.
  • Savant Capital bought 2,023,969 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $71.7M.
  • Schwab US Mid-Cap ETF made up 0.51% of Savant Capital's portfolio in Q3 2026, its #34 holding.
  • Savant Capital first reported a position in Schwab US Mid-Cap ETF in Q3 2021 and has held it in 21 quarters since.
  • 929 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.