Arkansas Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Arkansas Financial Group’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	$1.78M	Sell	48,291 -332	-0.7%	-$11.4K	0.23%	47
2026 Q1	$1.58M	Sell	48,623 -881	-2%	-$28.1K	0.22%	47
2025 Q4	$1.49M	Sell	49,504 -1,317	-3%	-$39.3K	0.21%	49
2025 Q3	$1.51M	Sell	50,821 -3,838	-7%	-$112K	0.22%	49
2025 Q2	$1.53M	Sell	54,659 -251	-0.5%	-$6.62K	0.24%	46
2025 Q1	$1.32M	Sell	54,910 -345	-0.6%	-$9.61K	0.23%	45
2024 Q4	$1.53M	Sell	55,255 -185	-0.3%	-$5.27K	0.25%	44
2024 Q3	$1.54M	Hold	55,440	–	–	0.25%	42
2024 Q2	$1.44M	Hold	55,440	–	–	0.26%	41
2024 Q1	$1.5M	Hold	55,440	–	–	0.26%	40
2023 Q4	$1.39M	Hold	55,440	–	–	0.26%	39
2023 Q3	$1.25M	Hold	55,440	–	–	0.25%	40
2023 Q2	$1.31M	Hold	55,440	–	–	0.26%	38
2023 Q1	$1.25M	Hold	55,440	–	–	0.26%	37
2022 Q4	$1.21M	Sell	55,440 -1,965	-3%	-$43.1K	0.27%	34
2022 Q3	$1.16M	Hold	57,405	–	–	0.28%	28
2022 Q2	$1.2M	Buy	57,405 +168	+0.3%	+$3.88K	0.27%	27
2022 Q1	$1.45M	Buy	57,237 +78	+0.1%	+$1.96K	0.3%	26
2021 Q4	$1.53M	Hold	57,159	–	–	0.31%	25
2021 Q3	$1.46M	Sell	57,159 -51	-0.1%	-$1.33K	0.32%	25
2021 Q2	$1.49M	Hold	57,210	–	–	0.34%	25
2021 Q1	$1.42M	Sell	57,210 -81	-0.1%	-$1.97K	0.34%	23
2020 Q4	$1.3M	Sell	57,291 -564	-1%	-$11.8K	0.33%	24
2020 Q3	$1.07M	Hold	57,855	–	–	0.31%	25
2020 Q2	$1.01M	Buy	57,855 +504	+0.9%	+$8.21K	0.32%	23
2020 Q1	$805K	Buy	57,351 +1,548	+3%	+$28.3K	0.3%	23
2019 Q4	$1.12M	Buy	55,803 +726	+1%	+$14.1K	0.37%	20
2019 Q3	$1.04M	Sell	55,077 -414	-0.7%	-$7.82K	0.37%	20
2019 Q2	$1.05M	Sell	55,491 -771	-1%	-$14.4K	0.39%	17
2019 Q1	$1.04M	Buy	56,262 +54	+0.1%	+$965	0.4%	17
2018 Q4	$898K	Buy	56,208 +543	+1%	+$9.49K	0.38%	17
2018 Q3	$1.07M	Buy	55,665 +63	+0.1%	+$1.2K	0.43%	16
2018 Q2	$1.02M	Hold	55,602	–	–	0.43%	15
2018 Q1	$980K	Hold	55,602	–	–	0.42%	16
2017 Q4	$987K	Sell	55,602 -399	-0.7%	-$6.89K	0.42%	16
2017 Q3	$935K	Buy	56,001 +297	+0.5%	+$4.83K	0.42%	16
2017 Q2	$894K	Hold	55,704	–	–	0.42%	13
2017 Q1	$879K	Sell	55,704 -906	-2%	-$14.1K	0.42%	13
2016 Q4	$852K	Hold	56,610	–	–	0.44%	13
2016 Q3	$821K	Hold	56,610	–	–	0.45%	13
2016 Q2	$793K	Hold	56,610	–	–	0.45%	13
2016 Q1	$766K	Hold	56,610	–	–	0.45%	13
2015 Q4	$756K	Sell	56,610 -375	-0.7%	-$5.09K	0.46%	13
2015 Q3	$739K	Hold	56,985	–	–	0.47%	12
2015 Q2	$810K	Hold	56,985	–	–	0.5%	11
2015 Q1	$820K	Hold	56,985	–	–	0.51%	11
2014 Q4	$773K	Sell	56,985 -2,196	-4%	-$28.9K	0.48%	12
2014 Q3	$763K	Hold	59,181	–	–	0.53%	11
2014 Q2	$794K	Hold	59,181	–	–	0.55%	11
2014 Q1	$762K	Sell	59,181 -1,830	-3%	-$23.1K	0.57%	11
2013 Q4	$761K	Buy	+61,011	New	+$732K	0.59%	11

Other funds holding SCHM

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

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

Arkansas Financial Group's SCHM Position: Q2 2026 in Review

Arkansas Financial Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.68% in Q2 2026, selling an estimated $11.4K and leaving 48,291 shares worth $1.78M. The position accounts for 0.23% of the portfolio, ranked #47.

Arkansas Financial Group first reported a position in SCHM in Q4 2013 and has held it in 51 quarters since. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Arkansas Financial Group held 48,291 shares of Schwab US Mid-Cap ETF worth $1.78M as of Q2 2026.
Arkansas Financial Group sold 332 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $11.4K.
Schwab US Mid-Cap ETF made up 0.23% of Arkansas Financial Group's portfolio in Q2 2026, its #47 holding.
Arkansas Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2013 and has held it in 51 quarters since.
551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Arkansas Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.