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WFA of San Diego’s Schwab US Mid-Cap ETF SCHM Stock Holding History

WFA of San Diego’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 		$1.04M Sell
33,564
-805
-2% -$25.6K 0.83% 30
2025
Q4 		$1.03M Sell
34,369
-178
-0.5% -$5.31K 0.76% 33
2025
Q3 		$1.02M Sell
34,547
-831
-2% -$24.2K 0.7% 36
2025
Q2 		$992K Buy
+35,378
New +$933K 0.73% 33
2024
Q3 		$1.13M Sell
40,791
-171
-0.4% -$4.55K 0.95% 26
2024
Q2 		$1.06M Buy
+40,962
New +$1.07M 0.95% 27
2023
Q3 		$947K Sell
41,997
-4,047
-9% -$95.9K 0.98% 26
2023
Q2 		$1.09M Sell
46,044
-1,710
-4% -$38.5K 1.07% 23
2023
Q1 		$1.08M Sell
47,754
-10,440
-18% -$240K 1.13% 24
2022
Q4 		$1.27M Sell
58,194
-21
-0% -$460 0.97% 24
2022
Q3 		$1.18M Sell
58,215
-210
-0.4% -$4.68K 1.06% 26
2022
Q2 		$1.22M Sell
58,425
-7,914
-12% -$183K 1.05% 23
2022
Q1 		$1.68M Sell
66,339
-372
-0.6% -$9.32K 1.28% 21
2021
Q4 		$1.79M Buy
66,711
+42
+0.1% +$1.12K 1.04% 24
2021
Q3 		$1.7M Sell
66,669
-2,823
-4% -$73.8K 1.19% 21
2021
Q2 		$1.81M Sell
69,492
-3,696
-5% -$95.5K 1.41% 17
2021
Q1 		$1.82M Sell
73,188
-20,802
-22% -$505K 1.51% 13
2020
Q4 		$68 Buy
93,990
+180
+0.2% +$3.75K 0.02% 64
2020
Q3 		$1.73M Sell
93,810
-2,883
-3% -$53.4K 1.64% 11
2020
Q2 		$1.7M Buy
+96,693
New +$1.58M 0.4% 58

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

WFA of San Diego's SCHM Position: Q1 2026 in Review

WFA of San Diego reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.3% in Q1 2026, selling an estimated $25.6K and leaving 33,564 shares worth $1.04M. The position accounts for 0.83% of the portfolio, ranked #30.

WFA of San Diego first reported a position in SCHM in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.82M in Q1 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • WFA of San Diego held 33,564 shares of Schwab US Mid-Cap ETF worth $1.04M as of Q1 2026.
  • WFA of San Diego sold 805 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $25.6K.
  • Schwab US Mid-Cap ETF made up 0.83% of WFA of San Diego's portfolio in Q1 2026, its #30 holding.
  • WFA of San Diego first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and has held it in 20 quarters since.
  • WFA of San Diego's Schwab US Mid-Cap ETF position peaked at $1.82M in Q1 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.