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

Atlas 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 		$3.93M Sell
106,720
-3,800
-3% -$131K 0.43% 59
2026
Q1 		$3.42M Sell
110,520
-25,635
-19% -$816K 0.39% 66
2025
Q4 		$4.09M Buy
+136,155
New +$4.06M 0.46% 53
2025
Q2 		$2.78M Sell
98,983
-23,345
-19% -$616K 0.34% 70
2025
Q1 		$3.2M Sell
122,328
-10,897
-8% -$303K 0.4% 58
2024
Q4 		$3.69M Buy
133,225
+6,541
+5% +$186K 0.47% 51
2024
Q3 		$3.51M Sell
126,684
-38,694
-23% -$1.03M 0.53% 43
2024
Q2 		$4.29M Buy
165,378
+21,702
+15% +$568K 0.56% 43
2024
Q1 		$3.9M Buy
143,676
+18,921
+15% +$483K 0.61% 37
2023
Q4 		$3.13M Buy
124,755
+4,020
+3% +$92.1K 0.45% 49
2023
Q3 		$2.72M Hold
120,735
– – 0.45% 51
2023
Q2 		$2.86M Buy
120,735
+6,078
+5% +$137K 0.43% 53
2023
Q1 		$2.59M Sell
114,657
-2,193
-2% -$50.5K 0.41% 48
2022
Q4 		$2.56M Buy
116,850
+5,583
+5% +$122K 0.43% 47
2022
Q3 		$2.24M Hold
111,267
– – 0.41% 53
2022
Q2 		$2.33M Sell
111,267
-10,881
-9% -$251K 0.39% 51
2022
Q1 		$3.09M Sell
122,148
-2,061
-2% -$51.7K 0.48% 46
2021
Q4 		$3.33M Sell
124,209
-11,112
-8% -$296K 0.5% 47
2021
Q3 		$3.46M Sell
135,321
-11,694
-8% -$306K 0.55% 43
2021
Q2 		$3.84M Buy
147,015
+11,526
+9% +$298K 0.64% 38
2021
Q1 		$3.36M Hold
135,489
– – 0.65% 36
2020
Q4 		$3.08M Buy
135,489
+7,824
+6% +$163K 0.65% 32
2020
Q3 		$2.36M Sell
127,665
-3,159
-2% -$58.5K 0.56% 36
2020
Q2 		$2.29M Sell
130,824
-8,586
-6% -$140K 0.54% 40
2020
Q1 		$1.96M Buy
139,410
+77,487
+125% +$1.42M 0.58% 34
2019
Q4 		$1.24M Sell
61,923
-888
-1% -$17.2K 0.31% 85
2019
Q3 		$1.18M Buy
62,811
+3,792
+6% +$71.6K 0.36% 81
2019
Q2 		$1.12M Buy
59,019
+219
+0.4% +$4.1K 0.37% 71
2019
Q1 		$1.09M Buy
58,800
+15
+0% +$268 0.39% 73
2018
Q4 		$939K Buy
+58,785
New +$1.03M 0.38% 69

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

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

Atlas Capital Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.4% in Q2 2026, selling an estimated $131K and leaving 106,720 shares worth $3.93M. The position accounts for 0.43% of the portfolio, ranked #59.

Atlas Capital Advisors first reported a position in SCHM in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.29M in Q2 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Atlas Capital Advisors held 106,720 shares of Schwab US Mid-Cap ETF worth $3.93M as of Q2 2026.
  • Atlas Capital Advisors sold 3,800 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $131K.
  • Schwab US Mid-Cap ETF made up 0.43% of Atlas Capital Advisors's portfolio in Q2 2026, its #59 holding.
  • Atlas Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Atlas Capital Advisors's Schwab US Mid-Cap ETF position peaked at $4.29M in Q2 2024.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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