Advyzon Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Advyzon Investment Management’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	$358K	Sell	9,700 -557	-5%	-$19.2K	0.03%	568
2026 Q1	$318K	Sell	10,257 -1,044	-9%	-$33.2K	0.03%	516
2025 Q4	$340K	Hold	11,301	–	–	0.04%	418
2025 Q3	$335K	Sell	11,301 -2,280	-17%	-$66.4K	0.06%	305
2025 Q2	$381K	Buy	+13,581	New	+$358K	0.08%	217

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

Advyzon Investment Management's SCHM Position: Q2 2026 in Review

Advyzon Investment Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 5.4% in Q2 2026, selling an estimated $19.2K and leaving 9,700 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #568.

Advyzon Investment Management first reported a position in SCHM in Q2 2025 and has held it in 5 quarters since. The position peaked at $381K in Q2 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Advyzon Investment Management held 9,700 shares of Schwab US Mid-Cap ETF worth $358K as of Q2 2026.
Advyzon Investment Management sold 557 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $19.2K.
Schwab US Mid-Cap ETF made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #568 holding.
Advyzon Investment Management first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Advyzon Investment Management's Schwab US Mid-Cap ETF position peaked at $381K in Q2 2025.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.