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Tradition Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Tradition Wealth 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 		$2.69M Sell
87,027
-736
-0.8% -$23.4K 0.19% 109
2025
Q4 		$2.64M Sell
87,763
-3,065
-3% -$91.4K 0.19% 109
2025
Q3 		$2.69M Sell
90,828
-678
-0.7% -$19.7K 0.2% 103
2025
Q2 		$2.57M Buy
91,506
+30
+0% +$791 0.21% 98
2025
Q1 		$2.4M Buy
91,476
+1,059
+1% +$29.5K 0.21% 99
2024
Q4 		$2.51M Buy
90,417
+384
+0.4% +$10.9K 0.22% 96
2024
Q3 		$2.49M Sell
90,033
-2,979
-3% -$79.2K 0.22% 93
2024
Q2 		$2.41M Sell
93,012
-1,188
-1% -$31.1K 0.23% 89
2024
Q1 		$2.56M Sell
94,200
-2,778
-3% -$70.9K 0.26% 80
2023
Q4 		$2.44M Sell
96,978
-5,610
-5% -$129K 0.25% 72
2023
Q3 		$2.31M Sell
102,588
-1,935
-2% -$45.8K 0.28% 73
2023
Q2 		$2.48M Sell
104,523
-444
-0.4% -$10K 0.29% 75
2023
Q1 		$2.37M Sell
104,967
-906
-0.9% -$20.9K 0.3% 73
2022
Q4 		$2.31M Sell
105,873
-4,572
-4% -$100K 0.33% 64
2022
Q3 		$2.23M Sell
110,445
-3,384
-3% -$75.5K 0.33% 68
2022
Q2 		$2.38M Sell
113,829
-936
-0.8% -$21.6K 0.35% 71
2022
Q1 		$2.9M Sell
114,765
-4,317
-4% -$108K 0.37% 67
2021
Q4 		$3.19M Sell
119,082
-5,751
-5% -$153K 0.4% 67
2021
Q3 		$3.19M Sell
124,833
-972
-0.8% -$25.4K 0.45% 59
2021
Q2 		$3.28M Sell
125,805
-7,698
-6% -$199K 0.49% 57
2021
Q1 		$3.31M Sell
133,503
-149,958
-53% -$3.64M 0.57% 57
2020
Q4 		$6.44M Buy
+283,461
New +$5.91M 1.25% 19

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

Tradition Wealth Management's SCHM Position: Q1 2026 in Review

Tradition Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.84% in Q1 2026, selling an estimated $23.4K and leaving 87,027 shares worth $2.69M. The position accounts for 0.19% of the portfolio, ranked #109.

Tradition Wealth Management first reported a position in SCHM in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.44M in Q4 2020. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Tradition Wealth Management held 87,027 shares of Schwab US Mid-Cap ETF worth $2.69M as of Q1 2026.
  • Tradition Wealth Management sold 736 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $23.4K.
  • Schwab US Mid-Cap ETF made up 0.19% of Tradition Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Tradition Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Schwab US Mid-Cap ETF position peaked at $6.44M in Q4 2020.
  • 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.