Arax Advisory Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Arax Advisory Partners’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	$2.1M	Buy	56,900 +7,366	+15%	+$254K	0.01%	838
2026 Q1	$1.53M	Buy	49,534 +8,364	+20%	+$266K	0.04%	333
2025 Q4	$1.24M	Buy	+41,170	New	+$1.23M	0.04%	343
2025 Q3	–	Sell	-1,522	Closed	-$115K	–	4165
2025 Q2	$115K	Buy	1,522 +1,185	+352%	+$31.3K	0.01%	868
2025 Q1	$8.84K	Buy	337 +1	+0.3%	+$28	﹤0.01%	1605
2024 Q4	$9.32K	Hold	336	–	–	﹤0.01%	1513
2024 Q3	$9.3K	Buy	336 +3	+0.9%	+$80	﹤0.01%	1451
2024 Q2	$8.65K	Hold	333	–	–	﹤0.01%	1341
2024 Q1	$9.05K	Hold	333	–	–	﹤0.01%	793
2023 Q4	$8.35K	Buy	333 +3	+0.9%	+$69	﹤0.01%	788
2023 Q3	$7.46K	Sell	330 -330	-50%	-$7.82K	﹤0.01%	788
2023 Q2	$15.6K	Buy	660 +3	+0.5%	+$68	﹤0.01%	625
2023 Q1	$14.8K	Sell	657 -114	-15%	-$2.63K	﹤0.01%	628
2022 Q4	$16.9K	Buy	771 +3	+0.4%	+$66	﹤0.01%	586
2022 Q3	$16K	Buy	768 +3	+0.4%	+$67	﹤0.01%	602
2022 Q2	$16K	Sell	765 -48	-6%	-$1.11K	﹤0.01%	589
2022 Q1	$21K	Buy	813 +48	+6%	+$1.2K	﹤0.01%	565
2021 Q4	$21K	Hold	765	–	–	﹤0.01%	566
2021 Q3	$20K	Sell	765 -174	-19%	-$4.55K	﹤0.01%	557
2021 Q2	$24K	Buy	+939	New	+$24.3K	﹤0.01%	564
2020 Q4	$30K	Sell	1,317 -78	-6%	-$1.63K	﹤0.01%	461
2020 Q3	$26K	Hold	1,395	–	–	﹤0.01%	453
2020 Q2	$24K	Buy	+1,395	New	+$22.7K	﹤0.01%	455

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 $103B AUM 28.65% 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

Arax Advisory Partners's SCHM Position: Q2 2026 in Review

Arax Advisory Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 15% in Q2 2026, buying an estimated $254K and bringing the position to 56,900 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #838.

Arax Advisory Partners first reported a position in SCHM in Q2 2020 and has held it in 23 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Arax Advisory Partners held 56,900 shares of Schwab US Mid-Cap ETF worth $2.1M as of Q2 2026.
Arax Advisory Partners bought 7,366 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $254K.
Schwab US Mid-Cap ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #838 holding.
Arax Advisory Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and has held it in 23 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.