Advisor OS’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Advisor OS’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 Q2	$353K	Sell	9,575 -335	-3%	-$11.5K	0.02%	406
2026 Q1	$307K	Sell	9,910 -251	-2%	-$7.99K	0.02%	418
2025 Q4	$306K	Sell	10,161 -146	-1%	-$4.35K	0.02%	382
2025 Q3	$305K	Buy	10,307 +46	+0.4%	+$1.34K	0.03%	362
2025 Q2	$288K	Sell	10,261 -55	-0.5%	-$1.45K	0.03%	361
2025 Q1	$270K	Buy	10,316 +307	+3%	+$8.55K	0.03%	347
2024 Q4	$277K	Buy	+10,009	New	+$285K	0.03%	342
2022 Q1	–	Sell	-30,150	Closed	-$808K	–	240
2021 Q4	$808K	Sell	30,150 -2,484	-8%	-$66.2K	0.16%	127
2021 Q3	$834K	Sell	32,634 -2,031	-6%	-$53.1K	0.18%	106
2021 Q2	$904K	Hold	34,665	–	–	0.19%	94
2021 Q1	$860K	Buy	+34,665	New	+$841K	0.2%	92
2020 Q4	–	Sell	-44,640	Closed	-$805K	–	152
2020 Q3	$805K	Sell	44,640 -80,454	-64%	-$1.49M	0.34%	36
2020 Q2	$2.19M	Buy	+125,094	New	+$2.04M	1.31%	17

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisor OS's SCHM Position: Q2 2026 in Review

Advisor OS reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.4% in Q2 2026, selling an estimated $11.5K and leaving 9,575 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #406.

Advisor OS first reported a position in SCHM in Q2 2020 and has held it in 13 quarters since. The position peaked at $2.19M in Q2 2020. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Advisor OS held 9,575 shares of Schwab US Mid-Cap ETF worth $353K as of Q2 2026.
Advisor OS sold 335 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $11.5K.
Schwab US Mid-Cap ETF made up 0.02% of Advisor OS's portfolio in Q2 2026, its #406 holding.
Advisor OS first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and has held it in 13 quarters since.
Advisor OS's Schwab US Mid-Cap ETF position peaked at $2.19M in Q2 2020.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.