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Sunbelt Securities’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sunbelt Securities’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 		$9.19M Buy
296,948
+11,141
+4% +$355K 0.58% 30
2025
Q4 		$8.59M Buy
285,807
+23,284
+9% +$694K 0.57% 33
2025
Q3 		$7.78M Buy
262,523
+15,555
+6% +$453K 0.54% 34
2025
Q2 		$6.84M Buy
246,968
+2,996
+1% +$79K 0.6% 29
2025
Q1 		$6.39M Sell
243,972
-3,125
-1% -$87K 0.57% 35
2024
Q4 		$6.84M Sell
247,097
-26,119
-10% -$744K 0.6% 29
2024
Q3 		$7.57M Buy
273,216
+5,676
+2% +$151K 0.74% 27
2024
Q2 		$6.94M Buy
267,540
+16,707
+7% +$437K 0.71% 27
2024
Q1 		$6.81M Buy
250,833
+20,790
+9% +$530K 0.76% 27
2023
Q4 		$5.78M Buy
230,043
+7,239
+3% +$166K 0.73% 24
2023
Q3 		$5.03M Buy
222,804
+13,782
+7% +$327K 0.7% 28
2023
Q2 		$4.95M Buy
209,022
+11,499
+6% +$259K 0.71% 25
2023
Q1 		$4.39M Buy
197,523
+10,878
+6% +$251K 0.71% 27
2022
Q4 		$4.08M Sell
186,645
-387
-0.2% -$8.48K 0.8% 23
2022
Q3 		$3.77M Buy
187,032
+5,166
+3% +$115K 0.8% 24
2022
Q2 		$3.8M Buy
181,866
+6,894
+4% +$159K 0.8% 21
2022
Q1 		$4.49M Buy
174,972
+3,387
+2% +$84.9K 0.82% 18
2021
Q4 		$4.33M Sell
171,585
-14,832
-8% -$396K 0.7% 29
2021
Q3 		$4.71M Hold
186,417
– – 0.85% 24
2021
Q2 		$4.71M Buy
186,417
+12,255
+7% +$317K 0.85% 24
2021
Q1 		$4.32M Buy
174,162
+17,007
+11% +$413K 0.85% 30
2020
Q4 		$3.57M Buy
157,155
+20,043
+15% +$418K 0.74% 33
2020
Q3 		$2.7M Buy
+137,112
New +$2.54M 0.75% 31
2020
Q2 		– Sell
-8,912,853
Closed -$162M – 369
2020
Q1 		$162M Buy
8,912,853
+8,780,694
+6,644% +$161M 6.95% 4
2019
Q4 		$2.65M Buy
+132,159
New +$2.56M 0.28% 81

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

Sunbelt Securities's SCHM Position: Q1 2026 in Review

Sunbelt Securities increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.9% in Q1 2026, buying an estimated $355K and bringing the position to 296,948 shares worth $9.19M. The position accounts for 0.58% of the portfolio, ranked #30.

Sunbelt Securities first reported a position in SCHM in Q4 2019 and has held it in 25 quarters since. The position peaked at $162M in Q1 2020. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Sunbelt Securities held 296,948 shares of Schwab US Mid-Cap ETF worth $9.19M as of Q1 2026.
  • Sunbelt Securities bought 11,141 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $355K.
  • Schwab US Mid-Cap ETF made up 0.58% of Sunbelt Securities's portfolio in Q1 2026, its #30 holding.
  • Sunbelt Securities first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • Sunbelt Securities's Schwab US Mid-Cap ETF position peaked at $162M in Q1 2020.
  • 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.