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

Thoroughbred Financial Services’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 		$1M Buy
32,421
+12
+0% +$382 0.06% 280
2025
Q4 		$974K Buy
32,409
+21
+0.1% +$626 0.06% 284
2025
Q3 		$959K Buy
32,388
+489
+2% +$14.2K 0.06% 282
2025
Q2 		$894K Sell
31,899
-1,842
-5% -$48.6K 0.06% 289
2025
Q1 		$884K Sell
33,741
-186
-0.5% -$5.18K 0.06% 317
2024
Q4 		$940K Sell
33,927
-1,149
-3% -$32.7K 0.06% 287
2024
Q3 		$971K Sell
35,076
-2,487
-7% -$66.1K 0.06% 278
2024
Q2 		$974K Buy
37,563
+1,143
+3% +$29.9K 0.07% 266
2024
Q1 		$988K Sell
36,420
-2,439
-6% -$62.2K 0.1% 199
2023
Q4 		$975K Sell
38,859
-3,618
-9% -$82.9K 0.08% 243
2023
Q3 		$958K Buy
42,477
+1,071
+3% +$25.4K 0.09% 221
2023
Q2 		$980K Sell
41,406
-5,508
-12% -$124K 0.13% 168
2023
Q1 		$1.06M Buy
46,914
+3,447
+8% +$79.4K 0.16% 147
2022
Q4 		$950K Sell
43,467
-6,981
-14% -$153K 0.16% 151
2022
Q3 		$1.02M Sell
50,448
-477
-0.9% -$10.6K 0.19% 124
2022
Q2 		$1.06M Sell
50,925
-153
-0.3% -$3.53K 0.2% 126
2022
Q1 		$1.29M Buy
51,078
+17,472
+52% +$438K 0.21% 117
2021
Q4 		$900K Buy
33,606
+2,256
+7% +$60.2K 0.19% 125
2021
Q3 		$801K Buy
31,350
+456
+1% +$11.9K 0.19% 119
2021
Q2 		$806K Buy
30,894
+492
+2% +$12.7K 0.2% 120
2021
Q1 		$754K Buy
30,402
+6
+0% +$146 0.21% 120
2020
Q4 		$690K Buy
30,396
+12
+0% +$250 0.21% 120
2020
Q3 		$561K Sell
30,384
-1,521
-5% -$28.2K 0.21% 119
2020
Q2 		$560K Sell
31,905
-65,445
-67% -$1.07M 0.23% 115
2020
Q1 		$1.37M Sell
97,350
-15,462
-14% -$283K 0.49% 55
2019
Q4 		$2.26M Buy
112,812
+1,941
+2% +$37.6K 0.75% 34
2019
Q3 		$2.09M Buy
+110,871
New +$2.09M 0.79% 32
2019
Q2 		– Sell
-103,596
Closed -$1.91M – 233
2019
Q1 		$1.91M Buy
+103,596
New +$1.85M 0.79% 32

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

Thoroughbred Financial Services's SCHM Position: Q1 2026 in Review

Thoroughbred Financial Services increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.04% in Q1 2026, buying an estimated $382 and bringing the position to 32,421 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #280.

Thoroughbred Financial Services first reported a position in SCHM in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.26M in Q4 2019. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Thoroughbred Financial Services held 32,421 shares of Schwab US Mid-Cap ETF worth $1M as of Q1 2026.
  • Thoroughbred Financial Services bought 12 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $382.
  • Schwab US Mid-Cap ETF made up 0.06% of Thoroughbred Financial Services's portfolio in Q1 2026, its #280 holding.
  • Thoroughbred Financial Services first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 28 quarters since.
  • Thoroughbred Financial Services's Schwab US Mid-Cap ETF position peaked at $2.26M in Q4 2019.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.