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

SignatureFD’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	$131K	Hold	4,247	–	–	﹤0.01%	1222
2025 Q4	$128K	Hold	4,247	–	–	﹤0.01%	1196
2025 Q3	$126K	Hold	4,247	–	–	﹤0.01%	1184
2025 Q2	$119K	Buy	4,247 +155	+4%	+$4.09K	﹤0.01%	1162
2025 Q1	$107K	Sell	4,092 -597	-13%	-$16.6K	﹤0.01%	1178
2024 Q4	$130K	Hold	4,689	–	–	﹤0.01%	1093
2024 Q3	$130K	Hold	4,689	–	–	﹤0.01%	1085
2024 Q2	$122K	Hold	4,689	–	–	﹤0.01%	1067
2024 Q1	$127K	Buy	4,689 +597	+15%	+$15.2K	﹤0.01%	1063
2023 Q4	$103K	Hold	4,092	–	–	﹤0.01%	1090
2023 Q3	$92.3K	Hold	4,092	–	–	﹤0.01%	1099
2023 Q2	$96.9K	Sell	4,092 -12	-0.3%	-$270	﹤0.01%	1073
2023 Q1	$92.8K	Buy	4,104 +12	+0.3%	+$276	﹤0.01%	1076
2022 Q4	$89.5K	Hold	4,092	–	–	﹤0.01%	1062
2022 Q3	$83K	Hold	4,092	–	–	﹤0.01%	1047
2022 Q2	$86K	Hold	4,092	–	–	﹤0.01%	1050
2022 Q1	$103K	Hold	4,092	–	–	﹤0.01%	1022
2021 Q4	$110K	Sell	4,092 -120	-3%	-$3.2K	﹤0.01%	970
2021 Q3	$108K	Hold	4,212	–	–	﹤0.01%	932
2021 Q2	$110K	Hold	4,212	–	–	﹤0.01%	914
2021 Q1	$105K	Hold	4,212	–	–	﹤0.01%	856
2020 Q4	$96K	Hold	4,212	–	–	﹤0.01%	802
2020 Q3	$78K	Hold	4,212	–	–	﹤0.01%	799
2020 Q2	$74K	Hold	4,212	–	–	﹤0.01%	808
2020 Q1	$59K	Buy	4,212 +3	+0.1%	+$55	0.01%	837
2019 Q4	$84K	Hold	4,209	–	–	0.01%	775
2019 Q3	$79K	Hold	4,209	–	–	0.01%	750
2019 Q2	$80K	Sell	4,209 -14,760	-78%	-$276K	0.01%	718
2019 Q1	$350K	Hold	18,969	–	–	0.03%	241
2018 Q4	$303K	Sell	18,969 -3,114	-14%	-$54.4K	0.03%	254
2018 Q3	$426K	Buy	22,083 +3,792	+21%	+$72.2K	0.04%	228
2018 Q2	$335K	Buy	18,291 +300	+2%	+$5.43K	0.04%	270
2018 Q1	$317K	Buy	17,991 +3,270	+22%	+$58.7K	0.04%	226
2017 Q4	$261K	Sell	14,721 -11,940	-45%	-$206K	0.03%	268
2017 Q3	$445K	Buy	26,661 +11,916	+81%	+$194K	0.06%	143
2017 Q2	$237K	Buy	14,745 +24	+0.2%	+$381	0.03%	232
2017 Q1	$232K	Buy	+14,721	New	+$229K	0.03%	239
2016 Q4	–	Sell	-7,548	Closed	-$109K	–	1028
2016 Q3	$109K	Hold	7,548	–	–	0.02%	336
2016 Q2	$106K	Sell	7,548 -57	-0.7%	-$786	0.02%	291
2016 Q1	$103K	Sell	7,605 -2,859	-27%	-$36.1K	0.02%	265
2015 Q4	$140K	Hold	10,464	–	–	0.03%	186
2015 Q3	$136K	Sell	10,464 -2,034	-16%	-$28.2K	0.03%	171
2015 Q2	$178K	Hold	12,498	–	–	0.04%	157
2015 Q1	$180K	Hold	12,498	–	–	0.04%	142
2014 Q4	$169K	Buy	12,498 +5,271	+73%	+$69.4K	0.04%	150
2014 Q3	$93K	Sell	7,227 -309	-4%	-$4.09K	0.03%	179
2014 Q2	$101K	Buy	7,536 +1,224	+19%	+$15.8K	0.04%	173
2014 Q1	$81K	Buy	6,312 +462	+8%	+$5.83K	0.03%	137
2013 Q4	$73K	Buy	5,850 +831	+17%	+$9.98K	0.03%	171
2013 Q3	$58K	Buy	5,019 +4,329	+627%	+$48.8K	0.02%	188
2013 Q2	$7K	Buy	+690	New	+$7.36K	﹤0.01%	370

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SignatureFD's SCHM Position: Q1 2026 in Review

SignatureFD held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 4,247 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

SignatureFD first reported a position in SCHM in Q2 2013 and has held it in 51 quarters since. The position peaked at $445K in Q3 2017. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

SignatureFD held 4,247 shares of Schwab US Mid-Cap ETF worth $131K as of Q1 2026.
SignatureFD left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #1222 holding.
SignatureFD first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 51 quarters since.
SignatureFD's Schwab US Mid-Cap ETF position peaked at $445K in Q3 2017.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.