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WBH Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

WBH Advisory’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 		$2.49M Sell
79,721
-444
-0.6% -$14.1K 0.19% 101
2025
Q4 		$2.41M Buy
80,165
+6,447
+9% +$192K 0.18% 97
2025
Q3 		$2.19M Sell
73,718
-1,426
-2% -$41.5K 0.17% 103
2025
Q2 		$2.11M Sell
75,144
-2,596
-3% -$68.5K 0.18% 100
2025
Q1 		$2.04M Sell
77,740
-3,773
-5% -$105K 0.19% 95
2024
Q4 		$2.26M Sell
81,513
-591
-0.7% -$16.8K 0.21% 83
2024
Q3 		$2.27M Buy
82,104
+2,472
+3% +$65.7K 0.22% 82
2024
Q2 		$2.07M Sell
79,632
-414
-0.5% -$10.8K 0.21% 83
2024
Q1 		$2.17M Buy
80,046
+525
+0.7% +$13.4K 0.22% 84
2023
Q4 		$2M Sell
79,521
-4,383
-5% -$100K 0.22% 86
2023
Q3 		$1.89M Buy
83,904
+3,348
+4% +$79.3K 0.23% 91
2023
Q2 		$1.91M Buy
80,556
+1,098
+1% +$24.7K 0.23% 91
2023
Q1 		$1.8M Buy
+79,458
New +$1.83M 0.22% 96
2022
Q3 		$2.11M Buy
104,622
+6,978
+7% +$156K 0.3% 76
2022
Q2 		$2.07M Buy
97,644
+28,083
+40% +$648K 0.28% 83
2022
Q1 		$1.68M Sell
69,561
-5,697
-8% -$143K 0.21% 103
2021
Q4 		$2.02M Buy
75,258
+14,481
+24% +$386K 0.23% 91
2021
Q3 		$1.55M Buy
60,777
+4,209
+7% +$110K 0.21% 105
2021
Q2 		$1.47M Buy
56,568
+2,346
+4% +$60.6K 0.22% 97
2021
Q1 		$1.34M Buy
54,222
+1,455
+3% +$35.3K 0.22% 93
2020
Q4 		$1.27M Buy
52,767
+3,375
+7% +$70.4K 0.22% 93
2020
Q3 		$913K Buy
49,392
+11,826
+31% +$219K 0.18% 106
2020
Q2 		$658K Buy
37,566
+210
+0.6% +$3.42K 0.16% 121
2020
Q1 		$525 Sell
37,356
-11,829
-24% -$217K 0.12% 129
2019
Q4 		$986K Buy
49,185
+1,617
+3% +$31.3K 0.2% 109
2019
Q3 		$896K Buy
+47,568
New +$899K 0.2% 112
2017
Q2 		– Sell
-15,345
Closed -$242K – 231
2017
Q1 		$242K Buy
+15,345
New +$239K 0.07% 208

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

WBH Advisory's SCHM Position: Q1 2026 in Review

WBH Advisory reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.55% in Q1 2026, selling an estimated $14.1K and leaving 79,721 shares worth $2.49M. The position accounts for 0.19% of the portfolio, ranked #101.

WBH Advisory first reported a position in SCHM in Q1 2017 and has held it in 27 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • WBH Advisory held 79,721 shares of Schwab US Mid-Cap ETF worth $2.49M as of Q1 2026.
  • WBH Advisory sold 444 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $14.1K.
  • Schwab US Mid-Cap ETF made up 0.19% of WBH Advisory's portfolio in Q1 2026, its #101 holding.
  • WBH Advisory first reported a position in Schwab US Mid-Cap ETF in Q1 2017 and has held it in 27 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.