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

Armbruster Capital Management’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 		$437K Hold
11,845
– – 0.07% 94
2026
Q1 		$367K Sell
11,845
-150
-1% -$4.78K 0.06% 108
2025
Q4 		$361K Buy
11,995
+150
+1% +$4.47K 0.06% 106
2025
Q3 		$351K Sell
11,845
-75
-0.6% -$2.18K 0.06% 107
2025
Q2 		$334K Buy
11,920
+125
+1% +$3.3K 0.06% 108
2025
Q1 		$309K Hold
11,795
– – 0.06% 107
2024
Q4 		$327K Sell
11,795
-25
-0.2% -$712 0.07% 106
2024
Q3 		$327K Buy
11,820
+45
+0.4% +$1.2K 0.07% 101
2024
Q2 		$305K Buy
11,775
+30
+0.3% +$785 0.06% 96
2024
Q1 		$319K Sell
11,745
-75
-0.6% -$1.91K 0.07% 89
2023
Q4 		$297K Hold
11,820
– – 0.07% 90
2023
Q3 		$267K Hold
11,820
– – 0.07% 91
2023
Q2 		$280K Buy
11,820
+75
+0.6% +$1.69K 0.07% 92
2023
Q1 		$266K Sell
11,745
-45
-0.4% -$1.04K 0.07% 92
2022
Q4 		$258K Buy
11,790
+75
+0.6% +$1.64K 0.07% 92
2022
Q3 		$236K Sell
11,715
-5,325
-31% -$119K 0.07% 99
2022
Q2 		$356K Buy
17,040
+75
+0.4% +$1.73K 0.1% 84
2022
Q1 		$429K Buy
16,965
+75
+0.4% +$1.88K 0.1% 83
2021
Q4 		$453K Hold
16,890
– – 0.1% 84
2021
Q3 		$432K Hold
16,890
– – 0.12% 62
2021
Q2 		$441K Sell
16,890
-75
-0.4% -$1.94K 0.12% 62
2021
Q1 		$421K Sell
16,965
-45
-0.3% -$1.09K 0.12% 60
2020
Q4 		$387K Sell
17,010
-870
-5% -$18.1K 0.13% 61
2020
Q3 		$331K Sell
17,880
-3,087
-15% -$57.2K 0.13% 61
2020
Q2 		$368K Sell
20,967
-10,515
-33% -$171K 0.15% 59
2020
Q1 		$442K Sell
31,482
-79,395
-72% -$1.45M 0.21% 46
2019
Q4 		$2.22M Sell
110,877
-906
-0.8% -$17.5K 0.85% 21
2019
Q3 		$2.11M Sell
111,783
-4,683
-4% -$88.5K 0.87% 21
2019
Q2 		$2.22M Sell
116,466
-33
-0% -$617 0.93% 21
2019
Q1 		$2.15M Buy
116,499
+1,185
+1% +$21.2K 0.93% 20
2018
Q4 		$1.84M Buy
115,314
+54,627
+90% +$954K 0.91% 21
2018
Q3 		$1.17M Sell
60,687
-18,645
-24% -$355K 0.51% 22
2018
Q2 		$1.45M Sell
79,332
-720
-0.9% -$13K 0.68% 19
2018
Q1 		$1.41M Sell
80,052
-6,630
-8% -$119K 0.66% 19
2017
Q4 		$1.54M Buy
86,682
+255
+0.3% +$4.4K 0.7% 19
2017
Q3 		$1.44M Buy
86,427
+26,802
+45% +$436K 0.74% 18
2017
Q2 		$957K Sell
59,625
-240
-0.4% -$3.81K 0.52% 22
2017
Q1 		$944K Buy
59,865
+1,530
+3% +$23.8K 0.53% 24
2016
Q4 		$878K Buy
58,335
+21,021
+56% +$308K 0.51% 25
2016
Q3 		$541K Buy
37,314
+588
+2% +$8.5K 0.34% 30
2016
Q2 		$514K Sell
36,726
-795
-2% -$11K 0.33% 33
2016
Q1 		$508K Buy
37,521
+27,525
+275% +$347K 0.35% 32
2015
Q4 		$134K Buy
+9,996
New +$136K 0.12% 77

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

Armbruster Capital Management's SCHM Position: Q2 2026 in Review

Armbruster Capital Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 11,845 shares worth $437K. The position accounts for 0.07% of the portfolio, ranked #94.

Armbruster Capital Management first reported a position in SCHM in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.22M in Q4 2019. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Armbruster Capital Management held 11,845 shares of Schwab US Mid-Cap ETF worth $437K as of Q2 2026.
  • Armbruster Capital Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.07% of Armbruster Capital Management's portfolio in Q2 2026, its #94 holding.
  • Armbruster Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • Armbruster Capital Management's Schwab US Mid-Cap ETF position peaked at $2.22M in Q4 2019.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.