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

SYM Financial Corp’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	$114K	Sell	3,679 -162	-4%	-$5.16K	0.01%	341
2025 Q4	$115K	Sell	3,841 -475	-11%	-$14.2K	0.01%	341
2025 Q3	$128K	Hold	4,316	–	–	0.01%	332
2025 Q2	$121K	Buy	4,316 +17	+0.4%	+$448	0.01%	327
2025 Q1	$113K	Hold	4,299	–	–	0.01%	283
2024 Q4	$119K	Sell	4,299 -2,250	-34%	-$64.1K	0.02%	252
2024 Q3	$181K	Sell	6,549 -1,275	-16%	-$33.9K	0.02%	185
2024 Q2	$203K	Sell	7,824 -6,435	-45%	-$168K	0.03%	156
2024 Q1	$387K	Sell	14,259 -31,545	-69%	-$805K	0.06%	59
2023 Q4	$1.15M	Sell	45,804 -5,961	-12%	-$137K	0.19%	29
2023 Q3	$1.17M	Buy	+51,765	New	+$1.23M	0.21%	27
2022 Q4	–	Sell	-84	Closed	-$2K	–	129
2022 Q3	$2K	Buy	+84	New	+$1.87K	﹤0.01%	98
2022 Q2	–	Sell	-105	Closed	-$3K	–	127
2022 Q1	$3K	Hold	105	–	–	﹤0.01%	109
2021 Q4	$3K	Buy	+105	New	+$2.8K	﹤0.01%	101

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

SYM Financial Corp's SCHM Position: Q1 2026 in Review

SYM Financial Corp reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.2% in Q1 2026, selling an estimated $5.16K and leaving 3,679 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #341.

SYM Financial Corp first reported a position in SCHM in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.17M in Q3 2023. 1,011 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

SYM Financial Corp held 3,679 shares of Schwab US Mid-Cap ETF worth $114K as of Q1 2026.
SYM Financial Corp sold 162 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $5.16K.
Schwab US Mid-Cap ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #341 holding.
SYM Financial Corp first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
SYM Financial Corp's Schwab US Mid-Cap ETF position peaked at $1.17M in Q3 2023.
1,011 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.