Tenret Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Tenret Company’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	$1.06M	Sell	34,381 -660	-2%	-$21K	0.51%	24
2025 Q4	$1.05M	Hold	35,041	–	–	0.53%	24
2025 Q3	$1.04M	Hold	35,041	–	–	0.54%	23
2025 Q2	$983K	Buy	35,041 +25,512	+268%	+$673K	0.54%	23
2025 Q1	$250K	Sell	9,529 -2,456	-20%	-$68.4K	0.15%	32
2024 Q4	$332K	Hold	11,985	–	–	0.21%	25
2024 Q3	$332K	Sell	11,985 -21	-0.2%	-$558	0.21%	25
2024 Q2	$311K	Hold	12,006	–	–	0.22%	25
2024 Q1	$326K	Hold	12,006	–	–	0.23%	23
2023 Q4	$301K	Buy	+12,006	New	+$275K	0.24%	24
2023 Q2	$284K	Hold	12,006	–	–	0.24%	24
2023 Q1	$272K	Hold	12,006	–	–	0.24%	24
2022 Q4	$263K	Hold	12,006	–	–	0.26%	24
2022 Q3	$242K	Sell	12,006 -42	-0.3%	-$937	0.27%	25
2022 Q2	$252K	Hold	12,048	–	–	0.26%	25
2022 Q1	$305K	Hold	12,048	–	–	0.28%	26
2021 Q4	$323K	Sell	12,048 -744	-6%	-$19.8K	0.29%	22
2021 Q3	$327K	Buy	12,792 +45	+0.4%	+$1.18K	0.31%	22
2021 Q2	$333K	Buy	+12,747	New	+$329K	0.31%	22

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

Tenret Company's SCHM Position: Q1 2026 in Review

Tenret Company reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.9% in Q1 2026, selling an estimated $21K and leaving 34,381 shares worth $1.06M. The position accounts for 0.51% of the portfolio, ranked #24.

Tenret Company first reported a position in SCHM in Q2 2021 and has held it in 19 quarters since. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Tenret Company held 34,381 shares of Schwab US Mid-Cap ETF worth $1.06M as of Q1 2026.
Tenret Company sold 660 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $21K.
Schwab US Mid-Cap ETF made up 0.51% of Tenret Company's portfolio in Q1 2026, its #24 holding.
Tenret Company first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and has held it in 19 quarters since.
1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Tenret Company's 13F filing for Q1 2026, filed 27 May 2026.