Strategic Equity Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Strategic Equity Management’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	$680K	Hold	21,951	–	–	0.26%	41
2025 Q4	$660K	Sell	21,951 -5,576	-20%	-$166K	0.22%	44
2025 Q3	$816K	Sell	27,527 -1,016	-4%	-$29.6K	0.3%	34
2025 Q2	$801K	Sell	28,543 -18,455	-39%	-$487K	0.29%	37
2025 Q1	$1.23M	Buy	46,998 +197	+0.4%	+$5.49K	0.52%	22
2024 Q4	$1.3M	Sell	46,801 -6,761	-13%	-$193K	0.55%	21
2024 Q3	$1.48M	Buy	53,562 +33,270	+164%	+$885K	0.7%	23
2024 Q2	$526K	Buy	20,292 +12,912	+175%	+$338K	0.34%	26
2024 Q1	$200K	Buy	+7,380	New	+$188K	0.17%	35

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

Strategic Equity Management's SCHM Position: Q1 2026 in Review

Strategic Equity Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 21,951 shares worth $680K. The position accounts for 0.26% of the portfolio, ranked #41.

Strategic Equity Management first reported a position in SCHM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.48M in Q3 2024. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Strategic Equity Management held 21,951 shares of Schwab US Mid-Cap ETF worth $680K as of Q1 2026.
Strategic Equity Management left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
Schwab US Mid-Cap ETF made up 0.26% of Strategic Equity Management's portfolio in Q1 2026, its #41 holding.
Strategic Equity Management first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Strategic Equity Management's Schwab US Mid-Cap ETF position peaked at $1.48M in Q3 2024.
1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Strategic Equity Management's 13F filing for Q1 2026, filed 21 Apr 2026.