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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
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

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

Savant Capital's SCHM Position: Q1 2026 in Review

Savant Capital reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.08% in Q1 2026, selling an estimated $11.6K and leaving 479,148 shares worth $14.8M. The position accounts for 0.07% of the portfolio, ranked #151.

Savant Capital first reported a position in SCHM in Q3 2021 and has held it in 19 quarters since. The position peaked at $23.1M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Savant Capital held 479,148 shares of Schwab US Mid-Cap ETF worth $14.8M as of Q1 2026.
  • Savant Capital sold 365 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $11.6K.
  • Schwab US Mid-Cap ETF made up 0.07% of Savant Capital's portfolio in Q1 2026, its #151 holding.
  • Savant Capital first reported a position in Schwab US Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • Savant Capital's Schwab US Mid-Cap ETF position peaked at $23.1M in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.