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

Aptus Capital 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 		$3.07M Buy
83,223
+1,087
+1% +$37.4K 0.02% 442
2026
Q1 		$2.54M Sell
82,136
-10,870
-12% -$346K 0.02% 436
2025
Q4 		$2.8M Buy
93,006
+113
+0.1% +$3.37K 0.02% 398
2025
Q3 		$2.75M Sell
92,893
-1,289
-1% -$37.5K 0.02% 390
2025
Q2 		$2.64M Sell
94,182
-1,446
-2% -$38.1K 0.02% 376
2025
Q1 		$2.51M Sell
95,628
-1,044
-1% -$29.1K 0.03% 368
2024
Q4 		$2.68M Sell
96,672
-2,553
-3% -$72.7K 0.03% 351
2024
Q3 		$916K Buy
99,225
+80,646
+434% +$2.14M 0.01% 430
2024
Q2 		$482K Buy
18,579
+7,368
+66% +$193K 0.01% 519
2024
Q1 		$304K Buy
11,211
+3,192
+40% +$81.4K 0.01% 627
2023
Q4 		$201K Buy
8,019
+3,417
+74% +$78.3K 0.01% 561
2023
Q3 		$104K Sell
4,602
-336
-7% -$7.96K ﹤0.01% 618
2023
Q2 		$117K Buy
4,938
+12
+0.2% +$270 ﹤0.01% 521
2023
Q1 		$111K Buy
4,926
+1,278
+35% +$29.4K ﹤0.01% 513
2022
Q4 		$79.8K Buy
3,648
+912
+33% +$20K ﹤0.01% 553
2022
Q3 		$55K Buy
2,736
+12
+0.4% +$268 ﹤0.01% 546
2022
Q2 		$57K Sell
2,724
-1,233
-31% -$28.5K ﹤0.01% 467
2022
Q1 		$100K Buy
3,957
+72
+2% +$1.8K ﹤0.01% 469
2021
Q4 		$104K Buy
3,885
+867
+29% +$23.1K ﹤0.01% 387
2021
Q3 		$77K Buy
3,018
+363
+14% +$9.48K ﹤0.01% 395
2021
Q2 		$69K Buy
2,655
+486
+22% +$12.6K ﹤0.01% 414
2021
Q1 		$54K Buy
2,169
+609
+39% +$14.8K ﹤0.01% 397
2020
Q4 		$35K Buy
1,560
+135
+9% +$2.81K ﹤0.01% 377
2020
Q3 		$26K Buy
1,425
+510
+56% +$9.45K ﹤0.01% 382
2020
Q2 		$16K Buy
915
+471
+106% +$7.68K ﹤0.01% 361
2020
Q1 		$6K Sell
444
-270
-38% -$4.94K ﹤0.01% 371
2019
Q4 		$14K Buy
+714
New +$13.8K ﹤0.01% 448

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

Aptus Capital Advisors's SCHM Position: Q2 2026 in Review

Aptus Capital Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.3% in Q2 2026, buying an estimated $37.4K and bringing the position to 83,223 shares worth $3.07M. The position accounts for 0.02% of the portfolio, ranked #442.

Aptus Capital Advisors first reported a position in SCHM in Q4 2019 and has held it in 27 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Aptus Capital Advisors held 83,223 shares of Schwab US Mid-Cap ETF worth $3.07M as of Q2 2026.
  • Aptus Capital Advisors bought 1,087 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $37.4K.
  • Schwab US Mid-Cap ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #442 holding.
  • Aptus Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.