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Savvy Advisors Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Savvy Advisors Inc’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 		$3.38M Buy
109,142
+71,612
+191% +$2.28M 0.09% 174
2025
Q4 		$1.13M Sell
37,530
-730
-2% -$21.8K 0.04% 340
2025
Q3 		$1.13M Sell
38,260
-1,922
-5% -$56K 0.05% 244
2025
Q2 		$1.13M Buy
40,182
+3,359
+9% +$88.6K 0.08% 197
2025
Q1 		$965K Buy
36,823
+1,171
+3% +$32.6K 0.1% 172
2024
Q4 		$988K Buy
35,652
+10,752
+43% +$306K 0.12% 141
2024
Q3 		$690K Buy
24,900
+1,554
+7% +$41.3K 0.14% 148
2024
Q2 		$606K Sell
23,346
-90
-0.4% -$2.35K 0.2% 116
2024
Q1 		$636K Sell
23,436
-7,011
-23% -$179K 0.37% 73
2023
Q4 		$764K Buy
+30,447
New +$698K 0.74% 29

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

Savvy Advisors Inc's SCHM Position: Q1 2026 in Review

Savvy Advisors Inc increased its Schwab US Mid-Cap ETF (SCHM) stake by 191% in Q1 2026, buying an estimated $2.28M and bringing the position to 109,142 shares worth $3.38M. The position accounts for 0.09% of the portfolio, ranked #174.

Savvy Advisors Inc first reported a position in SCHM in Q4 2023 and has held it in 10 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Savvy Advisors Inc held 109,142 shares of Schwab US Mid-Cap ETF worth $3.38M as of Q1 2026.
  • Savvy Advisors Inc bought 71,612 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $2.28M.
  • Schwab US Mid-Cap ETF made up 0.09% of Savvy Advisors Inc's portfolio in Q1 2026, its #174 holding.
  • Savvy Advisors Inc first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.