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Towercrest Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Towercrest Capital Management’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 		$11.6M Sell
376,193
-4,084
-1% -$130K 1.81% 18
2025
Q4 		$11.4M Sell
380,277
-5,975
-2% -$178K 1.8% 18
2025
Q3 		$11.4M Sell
386,252
-2,373
-0.6% -$69.1K 1.84% 18
2025
Q2 		$10.9M Buy
388,625
+24,366
+7% +$643K 1.95% 18
2025
Q1 		$9.54M Sell
364,259
-11,412
-3% -$318K 1.81% 19
2024
Q4 		$10.4M Sell
375,671
-3,220
-0.8% -$91.7K 1.68% 20
2024
Q3 		$10.5M Sell
378,891
-17,082
-4% -$454K 1.69% 22
2024
Q2 		$10.3M Sell
395,973
-13,956
-3% -$365K 1.69% 21
2024
Q1 		$11.1M Sell
409,929
-10,326
-2% -$263K 1.88% 19
2023
Q4 		$10.6M Buy
420,255
+4,743
+1% +$109K 1.89% 20
2023
Q3 		$9.37M Sell
415,512
-18,663
-4% -$442K 1.82% 19
2023
Q2 		$10.3M Buy
434,175
+1,434
+0.3% +$32.3K 1.91% 19
2023
Q1 		$9.79M Sell
432,741
-6,600
-2% -$152K 2.04% 19
2022
Q4 		$9.61M Sell
439,341
-3
-0% -$66 2.13% 18
2022
Q3 		$8.87M Buy
439,344
+28,473
+7% +$635K 2.07% 19
2022
Q2 		$8.59M Sell
410,871
-12,246
-3% -$283K 1.92% 21
2022
Q1 		$10.7M Sell
423,117
-7,851
-2% -$197K 2.09% 19
2021
Q4 		$11.6M Buy
430,968
+11,172
+3% +$298K 2.11% 19
2021
Q3 		$10.7M Buy
419,796
+8,130
+2% +$212K 2.03% 19
2021
Q2 		$10.7M Sell
411,666
-13,011
-3% -$336K 2.08% 20
2021
Q1 		$10.5M Sell
424,677
-28,146
-6% -$683K 2.25% 16
2020
Q4 		$10.3M Buy
452,823
+4,260
+0.9% +$88.8K 2.31% 17
2020
Q3 		$8.29M Sell
448,563
-31,776
-7% -$589K 2.04% 20
2020
Q2 		$8.43M Buy
480,339
+98,667
+26% +$1.61M 2.2% 18
2020
Q1 		$5.36M Sell
381,672
-22,200
-5% -$407K 1.61% 23
2019
Q4 		$8.1M Buy
403,872
+15,582
+4% +$302K 2.07% 18
2019
Q3 		$7.32M Buy
388,290
+3,603
+0.9% +$68.1K 2.03% 20
2019
Q2 		$7.32M Buy
384,687
+5,916
+2% +$111K 2.07% 19
2019
Q1 		$6.99M Buy
378,771
+39,336
+12% +$703K 2.01% 19
2018
Q4 		$5.42M Sell
339,435
-3,015
-0.9% -$52.7K 1.74% 23
2018
Q3 		$6.6M Buy
342,450
+41,511
+14% +$791K 1.95% 21
2018
Q2 		$5.51M Buy
+300,939
New +$5.44M 1.74% 23

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

Towercrest Capital Management's SCHM Position: Q1 2026 in Review

Towercrest Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.1% in Q1 2026, selling an estimated $130K and leaving 376,193 shares worth $11.6M. The position accounts for 1.81% of the portfolio, ranked #18.

Towercrest Capital Management first reported a position in SCHM in Q2 2018 and has held it in 32 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Towercrest Capital Management held 376,193 shares of Schwab US Mid-Cap ETF worth $11.6M as of Q1 2026.
  • Towercrest Capital Management sold 4,084 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $130K.
  • Schwab US Mid-Cap ETF made up 1.81% of Towercrest Capital Management's portfolio in Q1 2026, its #18 holding.
  • Towercrest Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2018 and has held it in 32 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.