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Allworth Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Allworth Financial’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 		$10.8M Sell
292,552
-16,872
-5% -$581K 0.05% 226
2026
Q1 		$9.58M Sell
309,424
-11,660
-4% -$371K 0.04% 255
2025
Q4 		$9.65M Buy
321,084
+2,288
+0.7% +$68.2K 0.04% 234
2025
Q3 		$9.45M Sell
318,796
-7,001
-2% -$204K 0.04% 217
2025
Q2 		$9.14M Sell
325,797
-7,703
-2% -$203K 0.04% 214
2025
Q1 		$8.48M Buy
333,500
+102,271
+44% +$2.85M 0.05% 196
2024
Q4 		$6.74M Buy
231,229
+59,575
+35% +$1.7M 0.04% 226
2024
Q3 		$4.75M Sell
171,654
-61,482
-26% -$1.63M 0.03% 219
2024
Q2 		$6.19M Sell
233,136
-2,160
-0.9% -$56.5K 0.04% 191
2024
Q1 		$6.39M Sell
235,296
-8,826
-4% -$225K 0.05% 164
2023
Q4 		$6.13M Buy
244,122
+23,955
+11% +$549K 0.05% 166
2023
Q3 		$4.97M Sell
220,167
-6,744
-3% -$160K 0.04% 173
2023
Q2 		$5.37M Sell
226,911
-267
-0.1% -$6.02K 0.05% 163
2023
Q1 		$5.14M Sell
227,178
-6,609
-3% -$152K 0.05% 153
2022
Q4 		$5.11M Sell
233,787
-48,168
-17% -$1.06M 0.06% 145
2022
Q3 		$5.69M Buy
281,955
+67,155
+31% +$1.5M 0.07% 118
2022
Q2 		$4.49M Buy
214,800
+94,227
+78% +$2.17M 0.06% 145
2022
Q1 		$3.05M Buy
120,573
+24,276
+25% +$608K 0.04% 175
2021
Q4 		$2.58M Buy
96,297
+95,739
+17,158% +$2.55M 0.04% 171
2021
Q3 		$14K Buy
558
+408
+272% +$10.7K ﹤0.01% 1160
2021
Q2 		$4K Hold
150
– – ﹤0.01% 1271
2021
Q1 		$4K Sell
150
-342
-70% -$8.3K ﹤0.01% 1195
2020
Q4 		$11K Buy
492
+108
+28% +$2.25K ﹤0.01% 823
2020
Q3 		$7K Buy
+384
New +$7.11K ﹤0.01% 785
2020
Q2 		– Sell
-1,068
Closed -$15K – 1348
2020
Q1 		$15K Buy
+1,068
New +$19.6K ﹤0.01% 616
2019
Q2 		– Sell
-90
Closed -$2K – 1029
2019
Q1 		$2K Buy
+90
New +$1.61K ﹤0.01% 853
2017
Q3 		– Sell
-10,734
Closed -$172K – 791
2017
Q2 		$172K Buy
10,734
+10,584
+7,056% +$168K 0.02% 122
2017
Q1 		$2K Buy
+150
New +$2.34K ﹤0.01% 662

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Allworth Financial's SCHM Position: Q2 2026 in Review

Allworth Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 5.5% in Q2 2026, selling an estimated $581K and leaving 292,552 shares worth $10.8M. The position accounts for 0.05% of the portfolio, ranked #226.

Allworth Financial first reported a position in SCHM in Q1 2017 and has held it in 28 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Allworth Financial held 292,552 shares of Schwab US Mid-Cap ETF worth $10.8M as of Q2 2026.
  • Allworth Financial sold 16,872 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $581K.
  • Schwab US Mid-Cap ETF made up 0.05% of Allworth Financial's portfolio in Q2 2026, its #226 holding.
  • Allworth Financial first reported a position in Schwab US Mid-Cap ETF in Q1 2017 and has held it in 28 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.