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Summit Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Summit Financial’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 		$2.22M Buy
71,556
+2,526
+4% +$80.4K 0.03% 547
2025
Q4 		$2.08M Sell
69,030
-1,242
-2% -$37K 0.03% 486
2025
Q3 		$2.08M Buy
70,272
+15,916
+29% +$463K 0.03% 475
2025
Q2 		$1.52M Sell
54,356
-2,610
-5% -$68.9K 0.03% 339
2025
Q1 		$1.49M Sell
56,966
-8,315
-13% -$232K 0.04% 304
2024
Q4 		$1.81M Sell
65,281
-4,253
-6% -$121K 0.06% 227
2024
Q3 		$1.93M Buy
69,534
+33,546
+93% +$892K 0.08% 185
2024
Q2 		$937K Sell
35,988
-3,636
-9% -$95.1K 0.04% 238
2024
Q1 		$1.08M Buy
39,624
+216
+0.5% +$5.51K 0.06% 175
2023
Q4 		$989K Buy
39,408
+105
+0.3% +$2.41K 0.06% 170
2023
Q3 		$887K Buy
39,303
+81
+0.2% +$1.92K 0.07% 173
2023
Q2 		$929K Buy
39,222
+8,076
+26% +$182K 0.07% 162
2023
Q1 		$704K Buy
31,146
+81
+0.3% +$1.86K 0.06% 147
2022
Q4 		$679K Sell
31,065
-699
-2% -$15.3K 0.06% 147
2022
Q3 		$641K Buy
31,764
+99
+0.3% +$2.21K 0.06% 145
2022
Q2 		$662K Sell
31,665
-4,704
-13% -$109K 0.06% 133
2022
Q1 		$920K Buy
36,369
+99
+0.3% +$2.48K 0.07% 124
2021
Q4 		$974K Sell
36,270
-822
-2% -$21.9K 0.07% 110
2021
Q3 		$948K Buy
37,092
+237
+0.6% +$6.19K 0.08% 86
2021
Q2 		$962K Buy
36,855
+10,662
+41% +$275K 0.1% 51
2021
Q1 		$650K Buy
26,193
+8,841
+51% +$214K 0.09% 37
2020
Q4 		$395K Buy
+17,352
New +$362K 0.06% 40

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

Summit Financial's SCHM Position: Q1 2026 in Review

Summit Financial increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.7% in Q1 2026, buying an estimated $80.4K and bringing the position to 71,556 shares worth $2.22M. The position accounts for 0.03% of the portfolio, ranked #547.

Summit Financial first reported a position in SCHM in Q4 2020 and has held it in 22 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Summit Financial held 71,556 shares of Schwab US Mid-Cap ETF worth $2.22M as of Q1 2026.
  • Summit Financial bought 2,526 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $80.4K.
  • Schwab US Mid-Cap ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #547 holding.
  • Summit Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.