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

Stratos Wealth 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	$976K	Buy	31,512 +525	+2%	+$16.7K	0.01%	805
2025 Q4	$932K	Buy	30,987 +6,092	+24%	+$182K	0.01%	799
2025 Q3	$738K	Buy	24,895 +6,933	+39%	+$202K	0.01%	872
2025 Q2	$504K	Buy	17,962 +13	+0.1%	+$343	0.01%	926
2025 Q1	$470K	Buy	17,949 +1,168	+7%	+$32.5K	0.01%	910
2024 Q4	$465K	Buy	+16,781	New	+$478K	0.01%	970
2018 Q4	–	Sell	-5,661	Closed	-$109K	–	2194
2018 Q3	$109K	Buy	+5,661	New	+$108K	﹤0.01%	1086
2018 Q2	–	Sell	-5,880	Closed	-$104K	–	2276
2018 Q1	$104K	Sell	5,880 -1,497	-20%	-$26.9K	﹤0.01%	1177
2017 Q4	$131K	Buy	+7,377	New	+$127K	0.01%	1046
2017 Q1	–	Sell	-19,131	Closed	-$288K	–	851
2016 Q4	$288K	Buy	+19,131	New	+$280K	0.02%	530

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

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

Stratos Wealth Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.7% in Q1 2026, buying an estimated $16.7K and bringing the position to 31,512 shares worth $976K. The position accounts for 0.01% of the portfolio, ranked #805.

Stratos Wealth Partners first reported a position in SCHM in Q4 2016 and has held it in 10 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Stratos Wealth Partners held 31,512 shares of Schwab US Mid-Cap ETF worth $976K as of Q1 2026.
Stratos Wealth Partners bought 525 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $16.7K.
Schwab US Mid-Cap ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #805 holding.
Stratos Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and has held it in 10 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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