TPG Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

TPG Advisors’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	$661K	Buy	21,350 +440	+2%	+$14K	0.41%	45
2025 Q4	$629K	Sell	20,910 -253	-1%	-$7.54K	0.39%	43
2025 Q3	$627K	Sell	21,163 -2,524	-11%	-$73.5K	0.41%	44
2025 Q2	$664K	Sell	23,687 -240	-1%	-$6.33K	0.48%	41
2025 Q1	$627K	Sell	23,927 -285	-1%	-$7.94K	0.49%	37
2024 Q4	$671K	Buy	24,212 +1,508	+7%	+$43K	0.52%	37
2024 Q3	$629K	Sell	22,704 -45	-0.2%	-$1.2K	0.49%	38
2024 Q2	$590K	Buy	+22,749	New	+$595K	0.5%	39

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

TPG Advisors's SCHM Position: Q1 2026 in Review

TPG Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.1% in Q1 2026, buying an estimated $14K and bringing the position to 21,350 shares worth $661K. The position accounts for 0.41% of the portfolio, ranked #45.

TPG Advisors first reported a position in SCHM in Q2 2024 and has held it in 8 quarters since. The position peaked at $671K in Q4 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

TPG Advisors held 21,350 shares of Schwab US Mid-Cap ETF worth $661K as of Q1 2026.
TPG Advisors bought 440 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $14K.
Schwab US Mid-Cap ETF made up 0.41% of TPG Advisors's portfolio in Q1 2026, its #45 holding.
TPG Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
TPG Advisors's Schwab US Mid-Cap ETF position peaked at $671K in Q4 2024.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on TPG Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.