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Stratos Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Stratos Wealth Advisors’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 		$703K Sell
22,703
-171
-0.7% -$5.45K 0.04% 322
2025
Q4 		$688K Buy
22,874
+352
+2% +$10.5K 0.03% 375
2025
Q3 		$668K Sell
22,522
-775
-3% -$22.6K 0.03% 394
2025
Q2 		$653K Sell
23,297
-838
-3% -$22.1K 0.03% 396
2025
Q1 		$632K Sell
24,135
-3,867
-14% -$108K 0.03% 391
2024
Q4 		$776K Sell
28,002
-168
-0.6% -$4.79K 0.04% 378
2024
Q3 		$780K Buy
28,170
+222
+0.8% +$5.9K 0.04% 403
2024
Q2 		$725K Buy
27,948
+1,671
+6% +$43.7K 0.04% 397
2024
Q1 		$713K Sell
26,277
-1,245
-5% -$31.8K 0.04% 392
2023
Q4 		$691K Sell
27,522
-1,125
-4% -$25.8K 0.04% 399
2023
Q3 		$646K Buy
28,647
+3,900
+16% +$92.4K 0.04% 385
2023
Q2 		$586K Sell
24,747
-4,854
-16% -$109K 0.04% 410
2023
Q1 		$670K Sell
29,601
-1,287
-4% -$29.6K 0.05% 367
2022
Q4 		$676K Sell
30,888
-7,941
-20% -$174K 0.06% 346
2022
Q3 		$783K Buy
38,829
+5,040
+15% +$112K 0.08% 277
2022
Q2 		$707K Buy
33,789
+1,062
+3% +$24.5K 0.06% 309
2022
Q1 		$828K Sell
32,727
-5,520
-14% -$138K 0.07% 301
2021
Q4 		$1.02M Sell
38,247
-1,620
-4% -$43.2K 0.07% 280
2021
Q3 		$1.02M Buy
39,867
+2,082
+6% +$54.4K 0.09% 250
2021
Q2 		$986K Buy
37,785
+630
+2% +$16.3K 0.09% 240
2021
Q1 		$922K Sell
37,155
-3,516
-9% -$85.3K 0.1% 225
2020
Q4 		$924K Sell
40,671
-1,464
-3% -$30.5K 0.13% 174
2020
Q3 		$779K Sell
42,135
-17,523
-29% -$325K 0.19% 132
2020
Q2 		$1.05M Buy
59,658
+7,341
+14% +$120K 0.32% 79
2020
Q1 		$735K Sell
52,317
-2,703
-5% -$49.5K 0.52% 57
2019
Q4 		$1.1M Sell
55,020
-462
-0.8% -$8.95K 0.63% 34
2019
Q3 		$1.05M Buy
55,482
+4,143
+8% +$78.3K 0.4% 67
2019
Q2 		$977K Buy
51,339
+38,613
+303% +$722K 0.39% 64
2019
Q1 		$235K Buy
+12,726
New +$227K 0.13% 186

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

Stratos Wealth Advisors's SCHM Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.75% in Q1 2026, selling an estimated $5.45K and leaving 22,703 shares worth $703K. The position accounts for 0.04% of the portfolio, ranked #322.

Stratos Wealth Advisors first reported a position in SCHM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.1M in Q4 2019. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Stratos Wealth Advisors held 22,703 shares of Schwab US Mid-Cap ETF worth $703K as of Q1 2026.
  • Stratos Wealth Advisors sold 171 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $5.45K.
  • Schwab US Mid-Cap ETF made up 0.04% of Stratos Wealth Advisors's portfolio in Q1 2026, its #322 holding.
  • Stratos Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • Stratos Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $1.1M in Q4 2019.
  • 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.