Armstrong Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Armstrong Advisory 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	$921K	Hold	24,990	–	–	0.06%	101
2026 Q1	$774K	Sell	24,990 -726	-3%	-$23.1K	0.05%	106
2025 Q4	$773K	Sell	25,716 -726	-3%	-$21.6K	0.05%	104
2025 Q3	$784K	Hold	26,442	–	–	0.06%	98
2025 Q2	$742K	Hold	26,442	–	–	0.06%	97
2025 Q1	$733K	Hold	26,442	–	–	0.06%	86
2024 Q4	$733K	Hold	26,442	–	–	0.06%	86
2024 Q3	$732K	Sell	26,442 -525	-2%	-$14K	0.06%	84
2024 Q2	$700K	Sell	26,967 -720	-3%	-$18.8K	0.06%	82
2024 Q1	$695K	Hold	27,687	–	–	0.07%	74
2023 Q4	$695K	Hold	27,687	–	–	0.07%	74
2023 Q3	$625K	Sell	27,687 -522	-2%	-$12.4K	0.07%	70
2023 Q2	$668K	Sell	28,209 -1,251	-4%	-$28.2K	0.07%	73
2023 Q1	$666K	Sell	29,460 -1,872	-6%	-$43.1K	0.08%	72
2022 Q4	$685K	Buy	+31,332	New	+$687K	0.09%	75

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

Armstrong Advisory Group's SCHM Position: Q2 2026 in Review

Armstrong Advisory Group held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 24,990 shares worth $921K. The position accounts for 0.06% of the portfolio, ranked #101.

Armstrong Advisory Group first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Armstrong Advisory Group held 24,990 shares of Schwab US Mid-Cap ETF worth $921K as of Q2 2026.
Armstrong Advisory Group left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.06% of Armstrong Advisory Group's portfolio in Q2 2026, its #101 holding.
Armstrong Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.