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Strategic Family Wealth Counselors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Strategic Family Wealth Counselors’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 		$10.8M Sell
348,073
-11,837
-3% -$377K 2.83% 9
2025
Q4 		$11.4M Buy
359,910
+10,599
+3% +$316K 2.56% 10
2025
Q3 		$10.4M Sell
349,311
-1,266
-0.4% -$36.9K 2.66% 10
2025
Q2 		$9.83M Sell
350,577
-2,730
-0.8% -$72K 2.8% 9
2025
Q1 		$9.26M Buy
353,307
+3,311
+0.9% +$92.2K 3.01% 9
2024
Q4 		$9.7M Buy
349,996
+10,300
+3% +$293K 3.16% 8
2024
Q3 		$9.41M Buy
339,696
+8,040
+2% +$214K 3.29% 7
2024
Q2 		$8.6M Buy
331,656
+13,818
+4% +$362K 3.27% 8
2024
Q1 		$8.63M Buy
317,838
+16,632
+6% +$424K 3.41% 6
2023
Q4 		$7.56M Buy
301,206
+7,695
+3% +$176K 3.17% 7
2023
Q3 		$6.62M Buy
293,511
+3,939
+1% +$93.3K 3.18% 8
2023
Q2 		$6.86M Buy
289,572
+2,310
+0.8% +$52.1K 3.15% 8
2023
Q1 		$6.5M Sell
287,262
-2,175
-0.8% -$50.1K 3.08% 9
2022
Q4 		$6.33M Sell
289,437
-21,033
-7% -$461K 3.14% 9
2022
Q3 		$6.26M Buy
310,470
+4,281
+1% +$95.5K 3.07% 9
2022
Q2 		$6.4M Buy
306,189
+13,053
+4% +$301K 3.07% 9
2022
Q1 		$7.41M Buy
293,136
+4,572
+2% +$115K 2.99% 10
2021
Q4 		$7.74M Sell
288,564
-3,204
-1% -$85.4K 2.48% 10
2021
Q3 		$7.46M Buy
291,768
+21,804
+8% +$570K 2.55% 10
2021
Q2 		$7.04M Buy
269,964
+22,344
+9% +$577K 2.3% 10
2021
Q1 		$6.14M Buy
247,620
+13,920
+6% +$338K 2.32% 12
2020
Q4 		$5.31M Buy
233,700
+15,414
+7% +$321K 2.74% 10
2020
Q3 		$4.04M Buy
218,286
+23,400
+12% +$433K 2.27% 12
2020
Q2 		$3.42M Sell
194,886
-20,931
-10% -$341K 2.15% 13
2020
Q1 		$3.03M Buy
215,817
+23,724
+12% +$434K 2.27% 14
2019
Q4 		$3.85M Buy
192,093
+4,926
+3% +$95.4K 3.11% 12
2019
Q3 		$3.53M Buy
187,167
+8,625
+5% +$163K 2.67% 14
2019
Q2 		$3.4M Buy
178,542
+5,184
+3% +$97K 2.63% 15
2019
Q1 		$3.2M Buy
173,358
+47,574
+38% +$850K 2.59% 14
2018
Q4 		$2.01M Buy
+125,784
New +$2.2M 2.28% 14

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 $103B AUM 28.65% 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

Strategic Family Wealth Counselors's SCHM Position: Q1 2026 in Review

Strategic Family Wealth Counselors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.3% in Q1 2026, selling an estimated $377K and leaving 348,073 shares worth $10.8M. The position accounts for 2.83% of the portfolio, ranked #9.

Strategic Family Wealth Counselors first reported a position in SCHM in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.4M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Strategic Family Wealth Counselors held 348,073 shares of Schwab US Mid-Cap ETF worth $10.8M as of Q1 2026.
  • Strategic Family Wealth Counselors sold 11,837 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $377K.
  • Schwab US Mid-Cap ETF made up 2.83% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #9 holding.
  • Strategic Family Wealth Counselors first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Strategic Family Wealth Counselors's Schwab US Mid-Cap ETF position peaked at $11.4M in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.