Valley Wealth Managers’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Valley Wealth Managers’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	$10.5K	Hold	340	–	–	﹤0.01%	272
2025 Q4	$10.2K	Hold	340	–	–	﹤0.01%	284
2025 Q3	$10.1K	Sell	340 -10	-3%	-$291	﹤0.01%	264
2025 Q2	$9.82K	Sell	350 -307	-47%	-$8.1K	﹤0.01%	251
2025 Q1	$17.2K	Hold	657	–	–	﹤0.01%	250
2024 Q4	$18.2K	Hold	657	–	–	﹤0.01%	265
2024 Q3	$18.2K	Hold	657	–	–	﹤0.01%	271
2024 Q2	$17K	Hold	657	–	–	﹤0.01%	270
2024 Q1	$17.8K	Hold	657	–	–	﹤0.01%	246
2023 Q4	$16.5K	Sell	657 -57	-8%	-$1.31K	﹤0.01%	257
2023 Q3	$16.1K	Buy	714 +57	+9%	+$1.35K	﹤0.01%	268
2023 Q2	$15.6K	Hold	657	–	–	﹤0.01%	257
2023 Q1	$14.9K	Hold	657	–	–	﹤0.01%	269
2022 Q4	$14.4K	Hold	657	–	–	﹤0.01%	284
2022 Q3	$13K	Hold	657	–	–	﹤0.01%	310
2022 Q2	$14K	Buy	+657	New	+$15.2K	﹤0.01%	313

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Valley Wealth Managers's SCHM Position: Q1 2026 in Review

Valley Wealth Managers held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 340 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Valley Wealth Managers first reported a position in SCHM in Q2 2022 and has held it in 16 quarters since. The position peaked at $18.2K in Q4 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Valley Wealth Managers held 340 shares of Schwab US Mid-Cap ETF worth $10.5K as of Q1 2026.
Valley Wealth Managers left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #272 holding.
Valley Wealth Managers first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
Valley Wealth Managers's Schwab US Mid-Cap ETF position peaked at $18.2K in Q4 2024.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.