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

Amara 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 		$555K Buy
15,043
+44
+0.3% +$1.51K 0.33% 27
2026
Q1 		$464K Buy
+14,999
New +$478K 0.32% 29

Other funds holding SCHM

Financial Engines Advisors
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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

Amara Financial's SCHM Position: Q2 2026 in Review

Amara Financial increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.29% in Q2 2026, buying an estimated $1.51K and bringing the position to 15,043 shares worth $555K. The position accounts for 0.33% of the portfolio, ranked #27.

Amara Financial first reported a position in SCHM in Q1 2026 and has held it in 2 quarters since. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Amara Financial held 15,043 shares of Schwab US Mid-Cap ETF worth $555K as of Q2 2026.
  • Amara Financial bought 44 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.51K.
  • Schwab US Mid-Cap ETF made up 0.33% of Amara Financial's portfolio in Q2 2026, its #27 holding.
  • Amara Financial first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.