Stokes Family Office’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Stokes Family Office’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	$677K	Sell	21,883 -461	-2%	-$14.7K	0.07%	167
2025 Q4	$672K	Sell	22,344 -44,622	-67%	-$1.33M	0.06%	168
2025 Q3	$1.98M	Hold	66,966	–	–	0.19%	95
2025 Q2	$1.88M	Hold	66,966	–	–	0.2%	92
2025 Q1	$1.75M	Hold	66,966	–	–	0.2%	93
2024 Q4	$1.86M	Buy	66,966 +3,849	+6%	+$110K	0.2%	91
2024 Q3	$1.75M	Sell	63,117 -1,041	-2%	-$27.7K	0.19%	90
2024 Q2	$1.66M	Buy	+64,158	New	+$1.68M	0.2%	91
2022 Q4	–	Sell	-24,237	Closed	-$489K	–	297
2022 Q3	$489K	Buy	24,237 +93	+0.4%	+$2.08K	0.07%	156
2022 Q2	$505K	Sell	24,144 -4,026	-14%	-$92.9K	0.07%	162
2022 Q1	$712K	Buy	+28,170	New	+$706K	0.09%	132

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

Stokes Family Office's SCHM Position: Q1 2026 in Review

Stokes Family Office reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.1% in Q1 2026, selling an estimated $14.7K and leaving 21,883 shares worth $677K. The position accounts for 0.07% of the portfolio, ranked #167.

Stokes Family Office first reported a position in SCHM in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.98M in Q3 2025. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Stokes Family Office held 21,883 shares of Schwab US Mid-Cap ETF worth $677K as of Q1 2026.
Stokes Family Office sold 461 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $14.7K.
Schwab US Mid-Cap ETF made up 0.07% of Stokes Family Office's portfolio in Q1 2026, its #167 holding.
Stokes Family Office first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and has held it in 11 quarters since.
Stokes Family Office's Schwab US Mid-Cap ETF position peaked at $1.98M in Q3 2025.
1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.