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

Arkos Global 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	$754K	Buy	20,456 +60	+0.3%	+$2.06K	0.09%	60
2026 Q1	$631K	Sell	20,396 -410	-2%	-$13.1K	0.08%	66
2025 Q4	$626K	Buy	20,806 +7	+0%	+$209	0.08%	65
2025 Q3	$616K	Buy	20,799 +6	+0%	+$175	0.08%	73
2025 Q2	$583K	Buy	20,793 +6	+0%	+$158	0.08%	60
2025 Q1	$545K	Hold	20,787	–	–	0.08%	65
2024 Q4	$576K	Sell	20,787 -3,924	-16%	-$112K	0.08%	64
2024 Q3	$684K	Hold	24,711	–	–	0.1%	56
2024 Q2	$641K	Sell	24,711 -294	-1%	-$7.69K	0.1%	58
2024 Q1	$679K	Hold	25,005	–	–	0.11%	57
2023 Q4	$628K	Hold	25,005	–	–	0.11%	50
2023 Q3	$564K	Sell	25,005 -513	-2%	-$12.2K	0.11%	46
2023 Q2	$604K	Sell	25,518 -2,499	-9%	-$56.3K	0.12%	45
2023 Q1	$634K	Hold	28,017	–	–	0.13%	45
2022 Q4	$613K	Hold	28,017	–	–	0.16%	43
2022 Q3	$565K	Sell	28,017 -72	-0.3%	-$1.61K	0.17%	34
2022 Q2	$587K	Sell	28,089 -9,081	-24%	-$210K	0.17%	33
2022 Q1	$940K	Sell	37,170 -1,335	-3%	-$33.5K	0.25%	28
2021 Q4	$1.03M	Hold	38,505	–	–	0.31%	25
2021 Q3	$984K	Sell	38,505 -3,300	-8%	-$86.2K	0.33%	24
2021 Q2	$1.09M	Hold	41,805	–	–	0.38%	23
2021 Q1	$1.04M	Sell	41,805 -1,050	-2%	-$25.5K	0.4%	23
2020 Q4	$974K	Hold	42,855	–	–	0.4%	23
2020 Q3	$793K	Sell	42,855 -5,700	-12%	-$106K	0.36%	26
2020 Q2	$852K	Sell	48,555 -11,850	-20%	-$193K	0.44%	28
2020 Q1	$849K	Buy	+60,405	New	+$1.11M	0.56%	33

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

Arkos Global Advisors's SCHM Position: Q2 2026 in Review

Arkos Global Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.29% in Q2 2026, buying an estimated $2.06K and bringing the position to 20,456 shares worth $754K. The position accounts for 0.09% of the portfolio, ranked #60.

Arkos Global Advisors first reported a position in SCHM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.09M in Q2 2021. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Arkos Global Advisors held 20,456 shares of Schwab US Mid-Cap ETF worth $754K as of Q2 2026.
Arkos Global Advisors bought 60 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $2.06K.
Schwab US Mid-Cap ETF made up 0.09% of Arkos Global Advisors's portfolio in Q2 2026, its #60 holding.
Arkos Global Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
Arkos Global Advisors's Schwab US Mid-Cap ETF position peaked at $1.09M in Q2 2021.
1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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