Smart Portfolios LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Smart Portfolios LLC’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	$581K	Sell	18,760 -75	-0.4%	-$2.39K	0.58%	58
2025 Q4	$566K	Hold	18,835	–	–	0.56%	58
2025 Q3	$558K	Sell	18,835 -90	-0.5%	-$2.62K	0.54%	57
2025 Q2	$531K	Buy	18,925 +765	+4%	+$20.2K	0.53%	59
2025 Q1	$476K	Sell	18,160 -20	-0.1%	-$557	0.52%	64
2024 Q4	$504K	Buy	18,180 +30	+0.2%	+$855	0.53%	62
2024 Q3	$503K	Sell	18,150 -90	-0.5%	-$2.39K	0.51%	65
2024 Q2	$473K	Buy	18,240 +4,020	+28%	+$105K	0.48%	65
2024 Q1	$386K	Buy	14,220 +5,010	+54%	+$128K	0.41%	70
2023 Q4	$229K	Buy	+9,210	New	+$211K	0.27%	82

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Smart Portfolios LLC's SCHM Position: Q1 2026 in Review

Smart Portfolios LLC reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.4% in Q1 2026, selling an estimated $2.39K and leaving 18,760 shares worth $581K. The position accounts for 0.58% of the portfolio, ranked #58.

Smart Portfolios LLC first reported a position in SCHM in Q4 2023 and has held it in 10 quarters since. 1,019 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Smart Portfolios LLC held 18,760 shares of Schwab US Mid-Cap ETF worth $581K as of Q1 2026.
Smart Portfolios LLC sold 75 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $2.39K.
Schwab US Mid-Cap ETF made up 0.58% of Smart Portfolios LLC's portfolio in Q1 2026, its #58 holding.
Smart Portfolios LLC first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,019 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.