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Seneca Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Seneca Financial Advisors’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 		$23.6M Buy
761,028
+28,894
+4% +$920K 6.9% 5
2025
Q4 		$22M Buy
732,134
+35,967
+5% +$1.07M 6.7% 4
2025
Q3 		$20.6M Buy
696,167
+100,076
+17% +$2.91M 6.74% 5
2025
Q2 		$16.7M Buy
596,091
+134,837
+29% +$3.56M 6.44% 5
2025
Q1 		$12.1M Buy
461,254
+8,561
+2% +$238K 5.86% 5
2024
Q4 		$12.5M Sell
452,693
-3,340
-0.7% -$95.2K 6.23% 5
2024
Q3 		$12.6M Buy
456,033
+6,888
+2% +$183K 6.14% 5
2024
Q2 		$11.7M Sell
449,145
-1,302
-0.3% -$34.1K 6.04% 5
2024
Q1 		$12.2M Sell
450,447
-6,438
-1% -$164K 6.52% 4
2023
Q4 		$11.5M Sell
456,885
-3,633
-0.8% -$83.2K 6.65% 4
2023
Q3 		$10.4M Buy
460,518
+813
+0.2% +$19.3K 7.11% 4
2023
Q2 		$10.9M Sell
459,705
-24,861
-5% -$560K 7.22% 4
2023
Q1 		$11M Sell
484,566
-14,202
-3% -$327K 7.04% 4
2022
Q4 		$10.9M Sell
498,768
-178,194
-26% -$3.91M 6.9% 5
2022
Q3 		$13.7M Sell
676,962
-4,164
-0.6% -$92.9K 9.77% 3
2022
Q2 		$14.2M Buy
681,126
+46,017
+7% +$1.06M 9.58% 3
2022
Q1 		$16.1M Buy
635,109
+31,389
+5% +$787K 9.75% 3
2021
Q4 		$16.2M Sell
603,720
-1,980
-0.3% -$52.8K 9.58% 3
2021
Q3 		$15.5M Sell
605,700
-7,572
-1% -$198K 10.25% 3
2021
Q2 		$16M Sell
613,272
-9,054
-1% -$234K 10.47% 3
2021
Q1 		$15.4M Sell
622,326
-4,374
-0.7% -$106K 10.87% 2
2020
Q4 		$14.2M Buy
+626,700
New +$13.1M 10.82% 3

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

Seneca Financial Advisors's SCHM Position: Q1 2026 in Review

Seneca Financial Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.9% in Q1 2026, buying an estimated $920K and bringing the position to 761,028 shares worth $23.6M. The position accounts for 6.9% of the portfolio, ranked #5.

Seneca Financial Advisors first reported a position in SCHM in Q4 2020 and has held it in 22 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Seneca Financial Advisors held 761,028 shares of Schwab US Mid-Cap ETF worth $23.6M as of Q1 2026.
  • Seneca Financial Advisors bought 28,894 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $920K.
  • Schwab US Mid-Cap ETF made up 6.9% of Seneca Financial Advisors's portfolio in Q1 2026, its #5 holding.
  • Seneca Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.