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Silver Oak Securities’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Silver Oak Securities’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 		$396K Sell
12,783
-184,010
-94% -$5.86M 0.03% 500
2025
Q4 		$5.98M Sell
196,793
-4,797
-2% -$143K 0.4% 52
2025
Q3 		$5.98M Buy
201,590
+13,137
+7% +$382K 0.45% 50
2025
Q2 		$5.29M Sell
188,453
-2,502
-1% -$66K 0.43% 50
2025
Q1 		$5M Sell
190,955
-10,137
-5% -$282K 0.46% 49
2024
Q4 		$5.56M Sell
201,092
-10,507
-5% -$299K 0.52% 42
2024
Q3 		$5.86M Buy
211,599
+30,633
+17% +$815K 0.62% 38
2024
Q2 		$4.69M Buy
180,966
+2,538
+1% +$66.4K 0.7% 34
2024
Q1 		$4.84M Sell
178,428
-12,840
-7% -$328K 0.74% 32
2023
Q4 		$4.8M Buy
191,268
+30,963
+19% +$709K 0.64% 36
2023
Q3 		$3.62M Buy
160,305
+1,185
+0.7% +$28.1K 0.79% 25
2023
Q2 		$3.77M Buy
159,120
+31,740
+25% +$715K 0.61% 32
2023
Q1 		$2.88M Buy
127,380
+20,733
+19% +$477K 0.47% 48
2022
Q4 		$2.33M Sell
106,647
-53,658
-33% -$1.18M 0.44% 45
2022
Q3 		$3.62M Buy
160,305
+68,487
+75% +$1.53M 0.79% 25
2022
Q2 		$2.03M Buy
91,818
+34,962
+61% +$807K 0.46% 41
2022
Q1 		$1.4M Buy
+56,856
New +$1.43M 0.29% 77

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

Silver Oak Securities's SCHM Position: Q1 2026 in Review

Silver Oak Securities reduced its Schwab US Mid-Cap ETF (SCHM) stake by 94% in Q1 2026, selling an estimated $5.86M and leaving 12,783 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #500.

Silver Oak Securities first reported a position in SCHM in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.98M in Q4 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Silver Oak Securities held 12,783 shares of Schwab US Mid-Cap ETF worth $396K as of Q1 2026.
  • Silver Oak Securities sold 184,010 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $5.86M.
  • Schwab US Mid-Cap ETF made up 0.03% of Silver Oak Securities's portfolio in Q1 2026, its #500 holding.
  • Silver Oak Securities first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's Schwab US Mid-Cap ETF position peaked at $5.98M in Q4 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.