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Stevens Capital Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Stevens Capital Partners’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 		$4.52M Buy
145,913
+60,478
+71% +$1.93M 1.09% 24
2025
Q4 		$2.57M Buy
85,435
+46,020
+117% +$1.37M 0.67% 31
2025
Q3 		$1.17M Buy
39,415
+13,987
+55% +$407K 0.35% 48
2025
Q2 		$723K Buy
25,428
+12,360
+95% +$326K 0.26% 49
2025
Q1 		$342K Buy
13,068
+3,606
+38% +$100K 0.16% 50
2024
Q4 		$262K Buy
9,462
+1,656
+21% +$47.2K 0.12% 58
2024
Q3 		$216K Buy
+7,806
New +$208K 0.1% 61
2024
Q2 		– Sell
-7,953
Closed -$216K – 61
2024
Q1 		$216K Sell
7,953
-1,989
-20% -$50.7K 0.13% 57
2023
Q4 		$250K Buy
+9,942
New +$228K 0.17% 48
2023
Q3 		– Sell
-8,718
Closed -$206K – 49
2023
Q2 		$206K Buy
+8,718
New +$196K 0.16% 50

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

Stevens Capital Partners's SCHM Position: Q1 2026 in Review

Stevens Capital Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 71% in Q1 2026, buying an estimated $1.93M and bringing the position to 145,913 shares worth $4.52M. The position accounts for 1.09% of the portfolio, ranked #24.

Stevens Capital Partners first reported a position in SCHM in Q2 2023 and has held it in 10 quarters since. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Stevens Capital Partners held 145,913 shares of Schwab US Mid-Cap ETF worth $4.52M as of Q1 2026.
  • Stevens Capital Partners bought 60,478 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $1.93M.
  • Schwab US Mid-Cap ETF made up 1.09% of Stevens Capital Partners's portfolio in Q1 2026, its #24 holding.
  • Stevens Capital Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 10 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.