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TSG Advice Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

TSG Advice 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 		$374K Sell
12,096
-14
-0.1% -$446 0.06% 97
2025
Q4 		$364K Buy
+12,110
New +$361K 0.06% 83

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MGIA
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AA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

TSG Advice Partners's SCHM Position: Q1 2026 in Review

TSG Advice Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.12% in Q1 2026, selling an estimated $446 and leaving 12,096 shares worth $374K. The position accounts for 0.06% of the portfolio, ranked #97.

TSG Advice Partners first reported a position in SCHM in Q4 2025 and has held it in 2 quarters since. 1,017 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • TSG Advice Partners held 12,096 shares of Schwab US Mid-Cap ETF worth $374K as of Q1 2026.
  • TSG Advice Partners sold 14 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $446.
  • Schwab US Mid-Cap ETF made up 0.06% of TSG Advice Partners's portfolio in Q1 2026, its #97 holding.
  • TSG Advice Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.