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

American Financial 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
Q2 		$410K Sell
11,114
-250
-2% -$8.6K 0.05% 108
2026
Q1 		$352K Buy
11,364
+291
+3% +$9.27K 0.05% 110
2025
Q4 		$333K Buy
11,073
+150
+1% +$4.47K 0.04% 115
2025
Q3 		$324K Sell
10,923
-6
-0.1% -$175 0.04% 119
2025
Q2 		$307K Buy
10,929
+74
+0.7% +$1.95K 0.04% 120
2025
Q1 		$284K Sell
10,855
-224
-2% -$6.24K 0.04% 118
2024
Q4 		$307K Sell
11,079
-51
-0.5% -$1.45K 0.04% 112
2024
Q3 		$308K Buy
11,130
+1,059
+11% +$28.2K 0.04% 117
2024
Q2 		$261K Buy
10,071
+699
+7% +$18.3K 0.04% 125
2024
Q1 		$254K Buy
9,372
+1,101
+13% +$28.1K 0.04% 127
2023
Q4 		$208K Buy
+8,271
New +$190K 0.03% 133

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 $103B AUM 28.65% 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

American Financial Advisors's SCHM Position: Q2 2026 in Review

American Financial Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.2% in Q2 2026, selling an estimated $8.6K and leaving 11,114 shares worth $410K. The position accounts for 0.05% of the portfolio, ranked #108.

American Financial Advisors first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • American Financial Advisors held 11,114 shares of Schwab US Mid-Cap ETF worth $410K as of Q2 2026.
  • American Financial Advisors sold 250 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $8.6K.
  • Schwab US Mid-Cap ETF made up 0.05% of American Financial Advisors's portfolio in Q2 2026, its #108 holding.
  • American Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.