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Smartleaf Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Smartleaf Asset Management’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 		$106K Buy
3,534
+3,455
+4,373% +$110K ﹤0.01% 1088
2025
Q4 		$2.4K Sell
79
-31,978
-100% -$953K ﹤0.01% 2933
2025
Q3 		$950K Buy
32,057
+18,130
+130% +$528K 0.06% 336
2025
Q2 		$389K Sell
13,927
-5,383
-28% -$142K 0.03% 427
2025
Q1 		$505K Buy
19,310
+16,314
+545% +$454K 0.05% 361
2024
Q4 		$82.9K Buy
+2,996
New +$85.4K 0.01% 930

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

Smartleaf Asset Management's SCHM Position: Q1 2026 in Review

Smartleaf Asset Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 4,373% in Q1 2026, buying an estimated $110K and bringing the position to 3,534 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Smartleaf Asset Management first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $950K in Q3 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Smartleaf Asset Management held 3,534 shares of Schwab US Mid-Cap ETF worth $106K as of Q1 2026.
  • Smartleaf Asset Management bought 3,455 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $110K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1088 holding.
  • Smartleaf Asset Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Smartleaf Asset Management's Schwab US Mid-Cap ETF position peaked at $950K in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.