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Snowden Capital Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Snowden Capital 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 		$245K Buy
7,909
+17
+0.2% +$541 0.01% 1114
2025
Q4 		$237K Buy
7,892
+28
+0.4% +$835 0.01% 1145
2025
Q3 		$233K Sell
7,864
-293
-4% -$8.53K 0.01% 1134
2025
Q2 		$229K Buy
8,157
+33
+0.4% +$871 0.01% 1123
2025
Q1 		$213K Hold
8,124
– – 0.01% 1135
2024
Q4 		$225K Hold
8,124
– – 0.01% 1112
2024
Q3 		$225K Sell
8,124
-2,322
-22% -$61.7K 0.01% 1129
2024
Q2 		$272K Hold
10,446
– – 0.01% 1002
2024
Q1 		$284K Buy
+10,446
New +$266K 0.01% 976
2023
Q3 		– Sell
-35,205
Closed -$834K – 1172
2023
Q2 		$834K Buy
35,205
+129
+0.4% +$2.91K 0.03% 513
2023
Q1 		$793K Sell
35,076
-9,399
-21% -$216K 0.03% 527
2022
Q4 		$973K Hold
44,475
– – 0.04% 456
2022
Q3 		$897K Sell
44,475
-87
-0.2% -$1.94K 0.04% 446
2022
Q2 		$931K Hold
44,562
– – 0.04% 437
2022
Q1 		$1.13M Buy
44,562
+36,786
+473% +$922K 0.05% 399
2021
Q4 		$208K Buy
+7,776
New +$207K 0.01% 660
2021
Q3 		– Sell
-7,881
Closed -$206K – 902
2021
Q2 		$206K Buy
+7,881
New +$204K 0.01% 836
2018
Q2 		– Sell
-50,460
Closed -$889K – 450
2018
Q1 		$889K Buy
50,460
+12,357
+32% +$222K 0.13% 211
2017
Q4 		$677K Sell
38,103
-6,087
-14% -$105K 0.1% 244
2017
Q3 		$738K Buy
+44,190
New +$718K 0.12% 215

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

Snowden Capital Advisors's SCHM Position: Q1 2026 in Review

Snowden Capital Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.22% in Q1 2026, buying an estimated $541 and bringing the position to 7,909 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #1114.

Snowden Capital Advisors first reported a position in SCHM in Q3 2017 and has held it in 20 quarters since. The position peaked at $1.13M in Q1 2022. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Snowden Capital Advisors held 7,909 shares of Schwab US Mid-Cap ETF worth $245K as of Q1 2026.
  • Snowden Capital Advisors bought 17 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $541.
  • Schwab US Mid-Cap ETF made up 0.01% of Snowden Capital Advisors's portfolio in Q1 2026, its #1114 holding.
  • Snowden Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and has held it in 20 quarters since.
  • Snowden Capital Advisors's Schwab US Mid-Cap ETF position peaked at $1.13M in Q1 2022.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.