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American Financial & Tax Strategies’s Schwab US Mid-Cap ETF SCHM Stock Holding History

American Financial & Tax Strategies’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 		$284K Sell
7,704
-180
-2% -$6.2K 0.13% 93
2026
Q1 		$244K Sell
7,884
-154
-2% -$4.9K 0.12% 93
2025
Q4 		$242K Hold
8,038
– – 0.12% 94
2025
Q3 		$238K Sell
8,038
-386
-5% -$11.2K 0.12% 91
2025
Q2 		$236K Sell
8,424
-220
-3% -$5.8K 0.12% 89
2025
Q1 		$226K Hold
8,644
– – 0.12% 89
2024
Q4 		$240K Buy
8,644
+70
+0.8% +$2K 0.12% 88
2024
Q3 		$237K Sell
8,574
-63
-0.7% -$1.68K 0.12% 89
2024
Q2 		$224K Hold
8,637
– – 0.12% 91
2024
Q1 		$234K Sell
8,637
-3,396
-28% -$86.6K 0.13% 89
2023
Q4 		$333K Buy
+12,033
New +$276K 0.19% 76

Other funds holding SCHM

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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

American Financial & Tax Strategies's SCHM Position: Q2 2026 in Review

American Financial & Tax Strategies reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.3% in Q2 2026, selling an estimated $6.2K and leaving 7,704 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #93.

American Financial & Tax Strategies first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $333K in Q4 2023. 851 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • American Financial & Tax Strategies held 7,704 shares of Schwab US Mid-Cap ETF worth $284K as of Q2 2026.
  • American Financial & Tax Strategies sold 180 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $6.2K.
  • Schwab US Mid-Cap ETF made up 0.13% of American Financial & Tax Strategies's portfolio in Q2 2026, its #93 holding.
  • American Financial & Tax Strategies first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • American Financial & Tax Strategies's Schwab US Mid-Cap ETF position peaked at $333K in Q4 2023.
  • 851 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.