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Aull & Monroe Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Aull & Monroe 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 		$265K Buy
7,178
+15
+0.2% +$516 0.11% 111
2026
Q1 		$222K Buy
7,163
+110
+2% +$3.5K 0.1% 123
2025
Q4 		$212K Buy
7,053
+115
+2% +$3.43K 0.11% 117
2025
Q3 		$206K Buy
+6,938
New +$202K 0.11% 124

Other funds holding SCHM

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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Aull & Monroe Investment Management's SCHM Position: Q2 2026 in Review

Aull & Monroe Investment Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.21% in Q2 2026, buying an estimated $516 and bringing the position to 7,178 shares worth $265K. The position accounts for 0.11% of the portfolio, ranked #111.

Aull & Monroe Investment Management first reported a position in SCHM in Q3 2025 and has held it in 4 quarters since. 585 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Aull & Monroe Investment Management held 7,178 shares of Schwab US Mid-Cap ETF worth $265K as of Q2 2026.
  • Aull & Monroe Investment Management bought 15 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $516.
  • Schwab US Mid-Cap ETF made up 0.11% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #111 holding.
  • Aull & Monroe Investment Management first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 585 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.