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Westbourne Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Westbourne Investments’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 		$753K Buy
24,323
+750
+3% +$23.9K 0.36% 68
2025
Q4 		$709K Sell
23,573
-325
-1% -$9.69K 0.33% 68
2025
Q3 		$712K Sell
23,898
-750
-3% -$21.8K 0.34% 69
2025
Q2 		$691K Sell
24,648
-2,300
-9% -$60.7K 0.37% 67
2025
Q1 		$706K Sell
26,948
-290
-1% -$8.08K 0.43% 62
2024
Q4 		$755K Buy
+27,238
New +$776K 0.44% 56

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

Westbourne Investments's SCHM Position: Q1 2026 in Review

Westbourne Investments increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.2% in Q1 2026, buying an estimated $23.9K and bringing the position to 24,323 shares worth $753K. The position accounts for 0.36% of the portfolio, ranked #68.

Westbourne Investments first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $755K in Q4 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Westbourne Investments held 24,323 shares of Schwab US Mid-Cap ETF worth $753K as of Q1 2026.
  • Westbourne Investments bought 750 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $23.9K.
  • Schwab US Mid-Cap ETF made up 0.36% of Westbourne Investments's portfolio in Q1 2026, its #68 holding.
  • Westbourne Investments first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Westbourne Investments's Schwab US Mid-Cap ETF position peaked at $755K in Q4 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.