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STALEY CAPITAL ADVISERS’s Schwab US Mid-Cap ETF SCHM Stock Holding History

STALEY CAPITAL ADVISERS’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 		$2.08M Sell
67,057
-73
-0.1% -$2.32K 0.09% 80
2025
Q4 		$2.02M Sell
67,130
-167
-0.2% -$4.98K 0.08% 84
2025
Q3 		$1.99M Sell
67,297
-81
-0.1% -$2.36K 0.08% 82
2025
Q2 		$1.89M Sell
67,378
-48
-0.1% -$1.27K 0.08% 85
2025
Q1 		$1.77M Buy
67,426
+3
+0% +$84 0.08% 83
2024
Q4 		$1.87M Sell
67,423
-38
-0.1% -$1.08K 0.08% 80
2024
Q3 		$1.87M Sell
67,461
-744
-1% -$19.8K 0.08% 79
2024
Q2 		$1.77M Hold
68,205
– – 0.08% 82
2024
Q1 		$1.85M Sell
68,205
-1,002
-1% -$25.6K 0.09% 77
2023
Q4 		$1.74M Sell
69,207
-252
-0.4% -$5.77K 0.09% 79
2023
Q3 		$1.57M Sell
69,459
-222
-0.3% -$5.26K 0.09% 81
2023
Q2 		$1.65M Sell
69,681
-297
-0.4% -$6.69K 0.09% 84
2023
Q1 		$1.58M Buy
69,978
+60,435
+633% +$1.39M 0.09% 83
2022
Q4 		$209K Buy
+9,543
New +$209K 0.01% 155
2022
Q2 		– Sell
-9,528
Closed -$241K – 181
2022
Q1 		$241K Buy
9,528
+3
+0% +$75 0.01% 156
2021
Q4 		$255K Hold
9,525
– – 0.01% 164
2021
Q3 		$243K Hold
9,525
– – 0.01% 163
2021
Q2 		$249K Hold
9,525
– – 0.01% 161
2021
Q1 		$236K Hold
9,525
– – 0.01% 167
2020
Q4 		$216K Buy
+9,525
New +$199K 0.01% 165

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

STALEY CAPITAL ADVISERS's SCHM Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.11% in Q1 2026, selling an estimated $2.32K and leaving 67,057 shares worth $2.08M. The position accounts for 0.09% of the portfolio, ranked #80.

STALEY CAPITAL ADVISERS first reported a position in SCHM in Q4 2020 and has held it in 20 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • STALEY CAPITAL ADVISERS held 67,057 shares of Schwab US Mid-Cap ETF worth $2.08M as of Q1 2026.
  • STALEY CAPITAL ADVISERS sold 73 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $2.32K.
  • Schwab US Mid-Cap ETF made up 0.09% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #80 holding.
  • STALEY CAPITAL ADVISERS first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 20 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.