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Apella Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Apella Capital’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 		$783K Sell
22,051
-266
-1% -$9.15K 0.01% 407
2026
Q1 		$753K Buy
22,317
+632
+3% +$20.1K 0.01% 402
2025
Q4 		$652K Hold
21,685
– – 0.01% 320
2025
Q3 		$639K Hold
21,685
– – 0.01% 298
2025
Q2 		$617K Hold
21,685
– – 0.02% 271
2025
Q1 		$544K Sell
21,685
-282
-1% -$7.85K 0.02% 244
2024
Q4 		$609K Sell
21,967
-173
-0.8% -$4.93K 0.02% 210
2024
Q3 		$609K Hold
22,140
– – 0.03% 199
2024
Q2 		$568K Buy
+22,140
New +$579K 0.03% 192

Other funds holding SCHM

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
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Apella Capital's SCHM Position: Q2 2026 in Review

Apella Capital reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.2% in Q2 2026, selling an estimated $9.15K and leaving 22,051 shares worth $783K. The position accounts for 0.01% of the portfolio, ranked #407.

Apella Capital first reported a position in SCHM in Q2 2024 and has held it in 9 quarters since. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Apella Capital held 22,051 shares of Schwab US Mid-Cap ETF worth $783K as of Q2 2026.
  • Apella Capital sold 266 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $9.15K.
  • Schwab US Mid-Cap ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #407 holding.
  • Apella Capital first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.