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Wealthspire Advisors (New York)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wealthspire Advisors (New York)’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 		$5.34M Buy
172,576
+1,122
+0.7% +$35.7K 0.04% 161
2025
Q4 		$5.16M Sell
171,454
-178,220
-51% -$5.31M 0.04% 158
2025
Q3 		$10.4M Buy
349,674
+1,640
+0.5% +$47.7K 0.05% 112
2025
Q2 		$9.76M Buy
348,034
+18,392
+6% +$485K 0.05% 118
2025
Q1 		$8.64M Buy
329,642
+164,323
+99% +$4.58M 0.05% 125
2024
Q4 		$4.58M Buy
165,319
+55,249
+50% +$1.57M 0.05% 150
2024
Q3 		$3.05M Buy
110,070
+3,327
+3% +$88.5K 0.03% 187
2024
Q2 		$2.77M Hold
106,743
– – 0.04% 160
2024
Q1 		$2.9M Buy
106,743
+1,401
+1% +$35.7K 0.04% 153
2023
Q4 		$2.64M Sell
105,342
-498
-0.5% -$11.4K 0.04% 157
2023
Q3 		$2.39M Sell
105,840
-432
-0.4% -$10.2K 0.04% 151
2023
Q2 		$2.52M Sell
106,272
-2,073
-2% -$46.7K 0.04% 129
2023
Q1 		$2.45M Buy
108,345
+345
+0.3% +$7.95K 0.04% 133
2022
Q4 		$2.36M Buy
108,000
+1,581
+1% +$34.6K 0.04% 135
2022
Q3 		$2.15M Buy
106,419
+1,188
+1% +$26.5K 0.04% 136
2022
Q2 		$2.2M Buy
105,231
+19,302
+22% +$445K 0.05% 136
2022
Q1 		$2.17M Buy
85,929
+1,422
+2% +$35.6K 0.05% 117
2021
Q4 		$2.27M Sell
84,507
-102
-0.1% -$2.72K 0.05% 137
2021
Q3 		$2.16M Buy
84,609
+996
+1% +$26K 0.04% 160
2021
Q2 		$2.18M Sell
83,613
-942
-1% -$24.3K 0.06% 105
2021
Q1 		$2.1M Buy
+84,555
New +$2.05M 0.05% 170
2020
Q2 		– Sell
-15,300
Closed -$215K – 484
2020
Q1 		$215K Buy
+15,300
New +$280K 0.01% 469

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 $103B AUM 28.65% 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

Wealthspire Advisors (New York)'s SCHM Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.65% in Q1 2026, buying an estimated $35.7K and bringing the position to 172,576 shares worth $5.34M. The position accounts for 0.04% of the portfolio, ranked #161.

Wealthspire Advisors (New York) first reported a position in SCHM in Q1 2020 and has held it in 22 quarters since. The position peaked at $10.4M in Q3 2025. 1,015 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Wealthspire Advisors (New York) held 172,576 shares of Schwab US Mid-Cap ETF worth $5.34M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 1,122 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $35.7K.
  • Schwab US Mid-Cap ETF made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #161 holding.
  • Wealthspire Advisors (New York) first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and has held it in 22 quarters since.
  • Wealthspire Advisors (New York)'s Schwab US Mid-Cap ETF position peaked at $10.4M in Q3 2025.
  • 1,015 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.