Stephens Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Stephens Inc’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	$238K	Buy	7,694 +3	+0%	+$96	﹤0.01%	1134
2025 Q4	$231K	Buy	7,691 +5	+0.1%	+$149	﹤0.01%	1140
2025 Q3	$228K	Sell	7,686 -86	-1%	-$2.5K	﹤0.01%	1161
2025 Q2	$218K	Buy	7,772 +4	+0.1%	+$106	﹤0.01%	1142
2025 Q1	$204K	Buy	7,768 +156	+2%	+$4.34K	﹤0.01%	1135
2024 Q4	$211K	Buy	7,612 +4	+0.1%	+$114	﹤0.01%	1151
2024 Q3	$211K	Sell	7,608 -270	-3%	-$7.18K	﹤0.01%	1175
2024 Q2	$204K	Hold	7,878	–	–	﹤0.01%	1159
2024 Q1	$214K	Buy	+7,878	New	+$201K	﹤0.01%	1139
2022 Q2	–	Sell	-9,120	Closed	-$231K	–	1328
2022 Q1	$231K	Buy	9,120 +201	+2%	+$5.04K	﹤0.01%	1116
2021 Q4	$239K	Buy	+8,919	New	+$238K	﹤0.01%	1137

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stephens Inc's SCHM Position: Q1 2026 in Review

Stephens Inc increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.04% in Q1 2026, buying an estimated $96 and bringing the position to 7,694 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Stephens Inc first reported a position in SCHM in Q4 2021 and has held it in 11 quarters since. The position peaked at $239K in Q4 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Stephens Inc held 7,694 shares of Schwab US Mid-Cap ETF worth $238K as of Q1 2026.
Stephens Inc bought 3 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $96.
Schwab US Mid-Cap ETF made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1134 holding.
Stephens Inc first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 11 quarters since.
Stephens Inc's Schwab US Mid-Cap ETF position peaked at $239K in Q4 2021.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.