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United Capital Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

United Capital Financial 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 		$3.46M Buy
111,800
+3,195
+3% +$102K 0.02% 440
2025
Q4 		$3.27M Buy
108,605
+9,551
+10% +$285K 0.02% 429
2025
Q3 		$2.94M Sell
99,054
-77
-0.1% -$2.24K 0.02% 385
2025
Q2 		$2.78M Buy
99,131
+2,094
+2% +$55.2K 0.02% 381
2025
Q1 		$2.54M Buy
97,037
+931
+1% +$25.9K 0.02% 379
2024
Q4 		$2.66M Sell
96,106
-677
-0.7% -$19.3K 0.02% 368
2024
Q3 		$2.68M Sell
96,783
-9,909
-9% -$264K 0.02% 356
2024
Q2 		$2.77M Sell
106,692
-2,571
-2% -$67.3K 0.02% 347
2024
Q1 		$2.97M Sell
109,263
-2,343
-2% -$59.8K 0.02% 353
2023
Q4 		$2.8M Sell
111,606
-29,886
-21% -$685K 0.02% 365
2023
Q3 		$3.19M Sell
141,492
-3,630
-3% -$86K 0.02% 359
2023
Q2 		$3.44M Sell
145,122
-17,466
-11% -$394K 0.02% 362
2023
Q1 		$3.68M Sell
162,588
-11,133
-6% -$256K 0.02% 358
2022
Q4 		$3.8M Sell
173,721
-52,656
-23% -$1.15M 0.02% 370
2022
Q3 		$4.57M Sell
226,377
-108,450
-32% -$2.42M 0.03% 331
2022
Q2 		$7M Sell
334,827
-141,945
-30% -$3.28M 0.04% 295
2022
Q1 		$12.1M Sell
476,772
-70,386
-13% -$1.76M 0.06% 253
2021
Q4 		$14.7M Sell
547,158
-89,076
-14% -$2.38M 0.07% 236
2021
Q3 		$16.3M Sell
636,234
-77,061
-11% -$2.01M 0.08% 212
2021
Q2 		$18.6M Sell
713,295
-62,310
-8% -$1.61M 0.09% 202
2021
Q1 		$19.2M Sell
775,605
-86,352
-10% -$2.09M 0.11% 188
2020
Q4 		$19.6M Sell
861,957
-37,602
-4% -$784K 0.12% 179
2020
Q3 		$16.6M Sell
899,559
-103,908
-10% -$1.92M 0.11% 191
2020
Q2 		$17.6M Sell
1,003,467
-38,718
-4% -$631K 0.13% 176
2020
Q1 		$14.6M Buy
1,042,185
+24,720
+2% +$453K 0.12% 188
2019
Q4 		$20.4M Sell
1,017,465
-47,877
-4% -$927K 0.13% 192
2019
Q3 		$20.1M Buy
1,065,342
+17,739
+2% +$335K 0.14% 173
2019
Q2 		$19.9M Buy
1,047,603
+36,060
+4% +$675K 0.13% 164
2019
Q1 		$18.7M Buy
1,011,543
+64,854
+7% +$1.16M 0.13% 172
2018
Q4 		$15.1M Sell
946,689
-27,687
-3% -$484K 0.12% 173
2018
Q3 		$18.8M Sell
974,376
-8,391
-0.9% -$160K 0.13% 169
2018
Q2 		$18M Buy
982,767
+45,468
+5% +$822K 0.13% 168
2018
Q1 		$16.5M Buy
937,299
+454,851
+94% +$8.17M 0.13% 184
2017
Q4 		$8.57M Sell
482,448
-5,088
-1% -$87.8K 0.07% 317
2017
Q3 		$8.14M Buy
487,536
+237,717
+95% +$3.86M 0.07% 310
2017
Q2 		$4.01M Sell
249,819
-36,468
-13% -$580K 0.04% 425
2017
Q1 		$4.52M Sell
286,287
-11,376
-4% -$177K 0.04% 386
2016
Q4 		$4.48M Sell
297,663
-27,213
-8% -$398K 0.04% 383
2016
Q3 		$4.71M Sell
324,876
-84,030
-21% -$1.22M 0.05% 394
2016
Q2 		$5.72M Sell
408,906
-17,307
-4% -$239K 0.06% 340
2016
Q1 		$5.77M Buy
426,213
+32,667
+8% +$412K 0.06% 310
2015
Q4 		$5.26M Sell
393,546
-4,659
-1% -$63.3K 0.06% 315
2015
Q3 		$5.17M Sell
398,205
-101,472
-20% -$1.41M 0.06% 314
2015
Q2 		$7.1M Sell
499,677
-109,578
-18% -$1.59M 0.08% 278
2015
Q1 		$8.66M Buy
609,255
+146,970
+32% +$2.05M 0.11% 241
2014
Q4 		$6.27M Sell
462,285
-14,079
-3% -$185K 0.09% 228
2014
Q3 		$6.14M Sell
476,364
-3,444
-0.7% -$45.6K 0.11% 215
2014
Q2 		$6.44M Buy
479,808
+50,358
+12% +$649K 0.12% 206
2014
Q1 		$5.53M Buy
429,450
+18,090
+4% +$228K 0.12% 197
2013
Q4 		$5.13M Buy
411,360
+87,693
+27% +$1.05M 0.17% 145
2013
Q3 		$3.73M Buy
323,667
+50,643
+19% +$571K 0.12% 176
2013
Q2 		$2.91M Buy
+273,024
New +$2.91M 0.08% 261

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 Capital Financial Advisors's SCHM Position: Q1 2026 in Review

United Capital Financial Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.9% in Q1 2026, buying an estimated $102K and bringing the position to 111,800 shares worth $3.46M. The position accounts for 0.02% of the portfolio, ranked #440.

United Capital Financial Advisors first reported a position in SCHM in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.4M in Q4 2019. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • United Capital Financial Advisors held 111,800 shares of Schwab US Mid-Cap ETF worth $3.46M as of Q1 2026.
  • United Capital Financial Advisors bought 3,195 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $102K.
  • Schwab US Mid-Cap ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #440 holding.
  • United Capital Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Schwab US Mid-Cap ETF position peaked at $20.4M in Q4 2019.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.