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Valley Forge Investment Consultants’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Valley Forge Investment Consultants’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 		$8.98M Buy
290,099
+1,340
+0.5% +$42.7K 2.69% 6
2025
Q4 		$8.68M Buy
288,759
+4,039
+1% +$120K 2.53% 6
2025
Q3 		$8.44M Buy
284,720
+7,967
+3% +$232K 2.47% 6
2025
Q2 		$7.76M Buy
276,753
+11,796
+4% +$311K 2.49% 7
2025
Q1 		$6.94M Buy
264,957
+7,381
+3% +$206K 2.47% 7
2024
Q4 		$7.14M Sell
257,576
-7,360
-3% -$210K 2.45% 7
2024
Q3 		$7.34M Buy
264,936
+246
+0.1% +$6.54K 2.56% 7
2024
Q2 		$6.87M Sell
264,690
-9,714
-4% -$254K 2.6% 7
2024
Q1 		$7.45M Buy
274,404
+58,389
+27% +$1.49M 2.91% 7
2023
Q4 		$5.42M Sell
216,015
-69,462
-24% -$1.59M 2.41% 9
2023
Q3 		$6.44M Sell
285,477
-4,938
-2% -$117K 2.93% 7
2023
Q2 		$6.88M Sell
290,415
-7,020
-2% -$158K 3.38% 7
2023
Q1 		$6.73M Sell
297,435
-1,116
-0.4% -$25.7K 3.48% 7
2022
Q4 		$6.53M Buy
298,551
+41,076
+16% +$900K 3.44% 7
2022
Q3 		$5.2M Sell
257,475
-438
-0.2% -$9.77K 2.85% 8
2022
Q2 		$5.39M Buy
257,913
+1,188
+0.5% +$27.4K 2.69% 8
2022
Q1 		$6.49M Buy
256,725
+16,089
+7% +$403K 2.68% 8
2021
Q4 		$6.45M Buy
240,636
+17,217
+8% +$459K 2.85% 7
2021
Q3 		$5.71M Sell
223,419
-6,420
-3% -$168K 3.07% 7
2021
Q2 		$6M Buy
229,839
+22,968
+11% +$593K 3.24% 6
2021
Q1 		$5.13M Buy
206,871
+56,859
+38% +$1.38M 3.51% 7
2020
Q4 		$3.41M Buy
+150,012
New +$3.13M 2.97% 7

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

Valley Forge Investment Consultants's SCHM Position: Q1 2026 in Review

Valley Forge Investment Consultants increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.46% in Q1 2026, buying an estimated $42.7K and bringing the position to 290,099 shares worth $8.98M. The position accounts for 2.69% of the portfolio, ranked #6.

Valley Forge Investment Consultants first reported a position in SCHM in Q4 2020 and has held it in 22 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Valley Forge Investment Consultants held 290,099 shares of Schwab US Mid-Cap ETF worth $8.98M as of Q1 2026.
  • Valley Forge Investment Consultants bought 1,340 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $42.7K.
  • Schwab US Mid-Cap ETF made up 2.69% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #6 holding.
  • Valley Forge Investment Consultants first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.