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

Ancora 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	$336K	Hold	9,102	–	–	0.01%	617
2026 Q1	$282K	Sell	9,102 -504	-5%	-$16K	0.01%	636
2025 Q4	$289K	Hold	9,606	–	–	0.01%	654
2025 Q3	$285K	Sell	9,606 -1,737	-15%	-$50.6K	0.01%	657
2025 Q2	$318K	Buy	11,343 +1,737	+18%	+$45.8K	0.01%	633
2025 Q1	$252K	Hold	9,606	–	–	0.01%	667
2024 Q4	$266K	Hold	9,606	–	–	0.01%	646
2024 Q3	$266K	Hold	9,606	–	–	0.01%	632
2024 Q2	$249K	Sell	9,606 -438	-4%	-$11.5K	0.01%	619
2024 Q1	$273K	Hold	10,044	–	–	0.01%	608
2023 Q4	$252K	Buy	10,044 +3	+0%	+$69	0.01%	633
2023 Q3	$227K	Buy	10,041 +3	+0%	+$71	0.01%	638
2023 Q2	$238K	Hold	10,038	–	–	0.01%	615
2023 Q1	$227K	Buy	10,038 +3	+0%	+$69	0.01%	623
2022 Q4	$219K	Buy	10,035 +8,658	+629%	+$190K	0.01%	654
2022 Q3	$28K	Buy	1,377 +873	+173%	+$19.5K	﹤0.01%	1255
2022 Q2	$11K	Buy	+504	New	+$11.6K	﹤0.01%	1580

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 $104B AUM 28.3% 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

Ancora Advisors's SCHM Position: Q2 2026 in Review

Ancora Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 9,102 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #617.

Ancora Advisors first reported a position in SCHM in Q2 2022 and has held it in 17 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Ancora Advisors held 9,102 shares of Schwab US Mid-Cap ETF worth $336K as of Q2 2026.
Ancora Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #617 holding.
Ancora Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.