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Athena Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Athena Investment 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 		$2.47M Sell
67,000
-16,744
-20% -$576K 1.46% 13
2026
Q1 		$2.59M Buy
83,744
+785
+0.9% +$25K 1.34% 11
2025
Q4 		$2.49M Buy
82,959
+46
+0.1% +$1.37K 1.28% 12
2025
Q3 		$2.46M Buy
82,913
+967
+1% +$28.1K 1.28% 13
2025
Q2 		$2.3M Buy
81,946
+1,067
+1% +$28.1K 1.28% 10
2025
Q1 		$2.12M Buy
80,879
+1,866
+2% +$52K 1.28% 12
2024
Q4 		$2.19M Buy
79,013
+1,283
+2% +$36.6K 1.27% 11
2024
Q3 		$2.15M Buy
77,730
+1,932
+3% +$51.4K 1.23% 12
2024
Q2 		$1.97M Buy
75,798
+1,482
+2% +$38.8K 1.19% 11
2024
Q1 		$2.02M Buy
74,316
+498
+0.7% +$12.7K 1.21% 14
2023
Q4 		$1.85M Buy
73,818
+1,740
+2% +$39.9K 1.2% 13
2023
Q3 		$1.63M Sell
72,078
-1,416
-2% -$33.5K 1.16% 16
2023
Q2 		$1.74M Buy
73,494
+4,569
+7% +$103K 1.2% 14
2023
Q1 		$1.56M Buy
68,925
+582
+0.9% +$13.4K 1.12% 16
2022
Q4 		$1.49M Buy
68,343
+1,092
+2% +$23.9K 1.1% 17
2022
Q3 		$1.36M Buy
67,251
+6,270
+10% +$140K 1.14% 16
2022
Q2 		$1.27M Buy
60,981
+21,129
+53% +$488K 1.01% 23
2022
Q1 		$1.01M Buy
+39,852
New +$999K 0.78% 33

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 $104B AUM 28.3% 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

Athena Investment Management's SCHM Position: Q2 2026 in Review

Athena Investment Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 20% in Q2 2026, selling an estimated $576K and leaving 67,000 shares worth $2.47M. The position accounts for 1.46% of the portfolio, ranked #13.

Athena Investment Management first reported a position in SCHM in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.59M in Q1 2026. 1,072 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Athena Investment Management held 67,000 shares of Schwab US Mid-Cap ETF worth $2.47M as of Q2 2026.
  • Athena Investment Management sold 16,744 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $576K.
  • Schwab US Mid-Cap ETF made up 1.46% of Athena Investment Management's portfolio in Q2 2026, its #13 holding.
  • Athena Investment Management first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Athena Investment Management's Schwab US Mid-Cap ETF position peaked at $2.59M in Q1 2026.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.