Valmark Advisers’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.54M | Buy |
114,248
+3,557
| +3% | +$113K | 0.04% | 175 |
|
|
2025
Q4 | $3.33M | Sell |
110,691
-1,125
| -1% | -$33.5K | 0.04% | 176 |
|
|
2025
Q3 | $3.31M | Buy |
111,816
+3,385
| +3% | +$98.5K | 0.04% | 164 |
|
|
2025
Q2 | $3.04M | Sell |
108,431
-1,108
| -1% | -$29.2K | 0.04% | 165 |
|
|
2025
Q1 | $2.87M | Sell |
109,539
-101,856
| -48% | -$2.84M | 0.04% | 157 |
|
|
2024
Q4 | $5.86M | Sell |
211,395
-435
| -0.2% | -$12.4K | 0.09% | 100 |
|
|
2024
Q3 | $5.87M | Buy |
211,830
+10,374
| +5% | +$276K | 0.09% | 92 |
|
|
2024
Q2 | $5.23M | Buy |
201,456
+2,382
| +1% | +$62.3K | 0.09% | 94 |
|
|
2024
Q1 | $5.4M | Buy |
199,074
+3,864
| +2% | +$98.6K | 0.09% | 91 |
|
|
2023
Q4 | $4.9M | Buy |
195,210
+5,319
| +3% | +$122K | 0.09% | 90 |
|
|
2023
Q3 | $4.28M | Buy |
189,891
+4,611
| +2% | +$109K | 0.09% | 86 |
|
|
2023
Q2 | $4.39M | Buy |
185,280
+5,787
| +3% | +$130K | 0.09% | 85 |
|
|
2023
Q1 | $4.06M | Buy |
179,493
+14,748
| +9% | +$340K | 0.09% | 80 |
|
|
2022
Q4 | $3.6M | Buy |
164,745
+3,573
| +2% | +$78.3K | 0.08% | 86 |
|
|
2022
Q3 | $3.25M | Buy |
161,172
+2,805
| +2% | +$62.6K | 0.07% | 84 |
|
|
2022
Q2 | $3.31M | Buy |
158,367
+7,488
| +5% | +$173K | 0.06% | 86 |
|
|
2022
Q1 | $3.81M | Buy |
150,879
+6,516
| +5% | +$163K | 0.07% | 85 |
|
|
2021
Q4 | $3.87M | Buy |
144,363
+6,948
| +5% | +$185K | 0.07% | 78 |
|
|
2021
Q3 | $3.51M | Sell |
137,415
-12,372
| -8% | -$323K | 0.06% | 81 |
|
|
2021
Q2 | $3.91M | Buy |
149,787
+32,130
| +27% | +$830K | 0.07% | 74 |
|
|
2021
Q1 | $2.92M | Buy |
117,657
+8,469
| +8% | +$205K | 0.06% | 89 |
|
|
2020
Q4 | $2.48M | Buy |
109,188
+3,288
| +3% | +$68.6K | 0.05% | 89 |
|
|
2020
Q3 | $1.96M | Buy |
105,900
+2,805
| +3% | +$52K | 0.04% | 89 |
|
|
2020
Q2 | $1.81M | Buy |
103,095
+20,931
| +25% | +$341K | 0.04% | 85 |
|
|
2020
Q1 | $1.16M | Buy |
82,164
+8,166
| +11% | +$150K | 0.03% | 90 |
|
|
2019
Q4 | $1.48M | Buy |
73,998
+3,426
| +5% | +$66.3K | 0.03% | 78 |
|
|
2019
Q3 | $1.33M | Buy |
70,572
+4,602
| +7% | +$86.9K | 0.03% | 82 |
|
|
2019
Q2 | $1.25M | Buy |
65,970
+3,942
| +6% | +$73.7K | 0.03% | 81 |
|
|
2019
Q1 | $1.15M | Buy |
62,028
+24,450
| +65% | +$437K | 0.03% | 88 |
|
|
2018
Q4 | $600K | Buy |
37,578
+5,649
| +18% | +$98.7K | 0.01% | 114 |
|
|
2018
Q3 | $616K | Buy |
31,929
+6,429
| +25% | +$122K | 0.01% | 114 |
|
|
2018
Q2 | $467K | Buy |
25,500
+6,714
| +36% | +$121K | 0.01% | 123 |
|
|
2018
Q1 | $331K | Buy |
+18,786
| New | +$337K | 0.01% | 139 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Valmark Advisers's SCHM Position: Q1 2026 in Review
Valmark Advisers increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.2% in Q1 2026, buying an estimated $113K and bringing the position to 114,248 shares worth $3.54M. The position accounts for 0.04% of the portfolio, ranked #175.
Valmark Advisers first reported a position in SCHM in Q1 2018 and has held it in 33 quarters since. The position peaked at $5.87M in Q3 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.
- Valmark Advisers held 114,248 shares of Schwab US Mid-Cap ETF worth $3.54M as of Q1 2026.
- Valmark Advisers bought 3,557 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $113K.
- Schwab US Mid-Cap ETF made up 0.04% of Valmark Advisers's portfolio in Q1 2026, its #175 holding.
- Valmark Advisers first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and has held it in 33 quarters since.
- Valmark Advisers's Schwab US Mid-Cap ETF position peaked at $5.87M in Q3 2024.
- 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.
Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.