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Tilia Fiduciary Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Tilia Fiduciary Partners’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 		$392K Buy
12,647
+17
+0.1% +$541 0.22% 87
2025
Q4 		$380K Sell
12,630
-464
-4% -$13.8K 0.21% 86
2025
Q3 		$388K Sell
13,094
-2,116
-14% -$61.6K 0.22% 84
2025
Q2 		$427K Sell
15,210
-62
-0.4% -$1.64K 0.26% 80
2025
Q1 		$400K Buy
15,272
+347
+2% +$9.66K 0.27% 83
2024
Q4 		$414K Buy
14,925
+87
+0.6% +$2.48K 0.28% 80
2024
Q3 		$411K Sell
14,838
-312
-2% -$8.3K 0.28% 75
2024
Q2 		$393K Sell
15,150
-300
-2% -$7.85K 0.31% 76
2024
Q1 		$419K Sell
15,450
-618
-4% -$15.8K 0.34% 74
2023
Q4 		$403K Buy
16,068
+312
+2% +$7.15K 0.38% 73
2023
Q3 		$355K Buy
15,756
+21
+0.1% +$498 0.37% 71
2023
Q2 		$373K Sell
15,735
-42
-0.3% -$947 0.33% 71
2023
Q1 		$357K Buy
15,777
+396
+3% +$9.12K 0.34% 76
2022
Q4 		$336K Sell
15,381
-141
-0.9% -$3.09K 0.32% 82
2022
Q3 		$320K Sell
15,522
-603
-4% -$13.5K 0.32% 79
2022
Q2 		$341K Buy
16,125
+318
+2% +$7.34K 0.33% 77
2022
Q1 		$400K Sell
15,807
-600
-4% -$15K 0.34% 75
2021
Q4 		$440K Buy
+16,407
New +$438K 0.35% 74

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

Tilia Fiduciary Partners's SCHM Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.13% in Q1 2026, buying an estimated $541 and bringing the position to 12,647 shares worth $392K. The position accounts for 0.22% of the portfolio, ranked #87.

Tilia Fiduciary Partners first reported a position in SCHM in Q4 2021 and has held it in 18 quarters since. The position peaked at $440K in Q4 2021. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Tilia Fiduciary Partners held 12,647 shares of Schwab US Mid-Cap ETF worth $392K as of Q1 2026.
  • Tilia Fiduciary Partners bought 17 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $541.
  • Schwab US Mid-Cap ETF made up 0.22% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #87 holding.
  • Tilia Fiduciary Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's Schwab US Mid-Cap ETF position peaked at $440K in Q4 2021.
  • 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.