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United Advisor Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

United Advisor Group’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 		$4.07M Buy
131,317
+11,156
+9% +$355K 0.5% 48
2025
Q4 		$3.61M Buy
120,161
+14,185
+13% +$423K 0.45% 53
2025
Q3 		$3.14M Buy
105,976
+15,210
+17% +$443K 0.42% 64
2025
Q2 		$2.55M Buy
90,766
+33,927
+60% +$895K 0.44% 62
2025
Q1 		$1.49M Buy
56,839
+8,442
+17% +$235K 0.31% 85
2024
Q4 		$1.34M Buy
+48,397
New +$1.38M 0.27% 90

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

United Advisor Group's SCHM Position: Q1 2026 in Review

United Advisor Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 9.3% in Q1 2026, buying an estimated $355K and bringing the position to 131,317 shares worth $4.07M. The position accounts for 0.5% of the portfolio, ranked #48.

United Advisor Group first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • United Advisor Group held 131,317 shares of Schwab US Mid-Cap ETF worth $4.07M as of Q1 2026.
  • United Advisor Group bought 11,156 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $355K.
  • Schwab US Mid-Cap ETF made up 0.5% of United Advisor Group's portfolio in Q1 2026, its #48 holding.
  • United Advisor Group first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.