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World Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

World Investment Advisors’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 		$471K Sell
15,212
-51
-0.3% -$1.62K 0.01% 1014
2025
Q4 		$459K Buy
+15,263
New +$455K 0.01% 961
2025
Q2 		– Sell
-11,287
Closed -$296K – 1189
2025
Q1 		$296K Sell
11,287
-10,865
-49% -$303K 0.01% 868
2024
Q4 		$614K Sell
22,152
-1,527
-6% -$43.5K 0.02% 606
2024
Q3 		$656K Buy
23,679
+2,241
+10% +$59.6K 0.02% 515
2024
Q2 		$556K Sell
21,438
-1,371
-6% -$35.9K 0.03% 378
2024
Q1 		$619K Buy
+22,809
New +$582K 0.09% 189
2022
Q2 		– Sell
-8,946
Closed -$226K – 286
2022
Q1 		$226K Sell
8,946
-33,822
-79% -$848K 0.05% 237
2021
Q4 		$1.09M Buy
+42,768
New +$1.14M 0.23% 79

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

World Investment Advisors's SCHM Position: Q1 2026 in Review

World Investment Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.33% in Q1 2026, selling an estimated $1.62K and leaving 15,212 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #1014.

World Investment Advisors first reported a position in SCHM in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.09M in Q4 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • World Investment Advisors held 15,212 shares of Schwab US Mid-Cap ETF worth $471K as of Q1 2026.
  • World Investment Advisors sold 51 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $1.62K.
  • Schwab US Mid-Cap ETF made up 0.01% of World Investment Advisors's portfolio in Q1 2026, its #1014 holding.
  • World Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 9 quarters since.
  • World Investment Advisors's Schwab US Mid-Cap ETF position peaked at $1.09M in Q4 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.