Aspire Capital Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Aspire Capital 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	$498K	Sell	13,514 -151	-1%	-$5.2K	0.1%	84
2026 Q1	$423K	Sell	13,665 -300	-2%	-$9.55K	0.1%	77
2025 Q4	$420K	Hold	13,965	–	–	0.1%	78
2025 Q3	$414K	Hold	13,965	–	–	0.1%	76
2025 Q2	$392K	Hold	13,965	–	–	0.11%	73
2025 Q1	$366K	Sell	13,965 -905	-6%	-$25.2K	0.11%	66
2024 Q4	$412K	Buy	14,870 +26	+0.2%	+$741	0.12%	58
2024 Q3	$411K	Sell	14,844 -1,158	-7%	-$30.8K	0.12%	55
2024 Q2	$415K	Hold	16,002	–	–	0.14%	47
2024 Q1	$434K	Sell	16,002 -279	-2%	-$7.12K	0.15%	48
2023 Q4	$409K	Buy	16,281 +30	+0.2%	+$687	0.17%	44
2023 Q3	$367K	Buy	16,251 +1,752	+12%	+$41.5K	0.17%	49
2023 Q2	$343K	Sell	14,499 -1,524	-10%	-$34.3K	0.17%	48
2023 Q1	$362K	Sell	16,023 -18,819	-54%	-$433K	0.19%	43
2022 Q4	$762K	Sell	34,842 -10,827	-24%	-$237K	0.43%	30
2022 Q3	$921K	Sell	45,669 -2,163	-5%	-$48.3K	0.73%	25
2022 Q2	$1M	Buy	47,832 +8,865	+23%	+$205K	0.76%	24
2022 Q1	$985K	Buy	+38,967	New	+$977K	0.94%	18

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

Aspire Capital Advisors's SCHM Position: Q2 2026 in Review

Aspire Capital Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.1% in Q2 2026, selling an estimated $5.2K and leaving 13,514 shares worth $498K. The position accounts for 0.1% of the portfolio, ranked #84.

Aspire Capital Advisors first reported a position in SCHM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1M in Q2 2022. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Aspire Capital Advisors held 13,514 shares of Schwab US Mid-Cap ETF worth $498K as of Q2 2026.
Aspire Capital Advisors sold 151 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $5.2K.
Schwab US Mid-Cap ETF made up 0.1% of Aspire Capital Advisors's portfolio in Q2 2026, its #84 holding.
Aspire Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Aspire Capital Advisors's Schwab US Mid-Cap ETF position peaked at $1M in Q2 2022.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.