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Aurora Private Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Aurora Private Wealth’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 		$942K Sell
25,542
-3,663
-13% -$126K 0.6% 46
2026
Q1 		$878K Hold
29,205
– – 0.62% 40
2025
Q4 		$878K Buy
+29,205
New +$871K 0.58% 46
2025
Q2 		$895K Buy
31,922
+18,944
+146% +$500K 0.66% 38
2025
Q1 		$340K Sell
12,978
-5,574
-30% -$155K 0.27% 93
2024
Q4 		$514K Sell
18,552
-48
-0.3% -$1.37K 0.39% 68
2024
Q3 		$515K Buy
18,600
+36
+0.2% +$957 0.4% 66
2024
Q2 		$482K Sell
18,564
-111
-0.6% -$2.9K 0.42% 64
2024
Q1 		$504K Sell
18,675
-984
-5% -$25.1K 0.44% 65
2023
Q4 		$494K Sell
19,659
-177
-0.9% -$4.05K 0.47% 57
2023
Q3 		$447K Sell
19,836
-189
-0.9% -$4.48K 0.49% 59
2023
Q2 		$474K Buy
20,025
+2,022
+11% +$45.6K 0.54% 51
2023
Q1 		$407K Buy
18,003
+54
+0.3% +$1.24K 0.43% 66
2022
Q4 		$393K Sell
17,949
-370,323
-95% -$8.12M 0.45% 61
2022
Q3 		$7.83M Buy
388,272
+14,700
+4% +$328K 3.62% 5
2022
Q2 		$7.81M Buy
373,572
+5,979
+2% +$138K 3.52% 5
2022
Q1 		$9.29M Buy
367,593
+14,205
+4% +$356K 3.83% 4
2021
Q4 		$9.47M Buy
353,388
+11,652
+3% +$311K 4.11% 4
2021
Q3 		$8.73M Buy
341,736
+12,888
+4% +$337K 3.54% 6
2021
Q2 		$8.58M Buy
328,848
+20,760
+7% +$536K 3.44% 6
2021
Q1 		$7.64M Buy
308,088
+42,966
+16% +$1.04M 3.17% 6
2020
Q4 		$6.03M Buy
265,122
+9,192
+4% +$192K 2.55% 6
2020
Q3 		$4.73M Buy
255,930
+7,806
+3% +$145K 2.03% 12
2020
Q2 		$4.35M Sell
248,124
-179,694
-42% -$2.93M 2% 12
2020
Q1 		$6.01M Buy
427,818
+160,341
+60% +$2.94M 2.12% 10
2019
Q4 		$5.36M Buy
+267,477
New +$5.18M 1.9% 10

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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Aurora Private Wealth's SCHM Position: Q2 2026 in Review

Aurora Private Wealth reduced its Schwab US Mid-Cap ETF (SCHM) stake by 13% in Q2 2026, selling an estimated $126K and leaving 25,542 shares worth $942K. The position accounts for 0.6% of the portfolio, ranked #46.

Aurora Private Wealth first reported a position in SCHM in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.47M in Q4 2021. 438 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Aurora Private Wealth held 25,542 shares of Schwab US Mid-Cap ETF worth $942K as of Q2 2026.
  • Aurora Private Wealth sold 3,663 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $126K.
  • Schwab US Mid-Cap ETF made up 0.6% of Aurora Private Wealth's portfolio in Q2 2026, its #46 holding.
  • Aurora Private Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Aurora Private Wealth's Schwab US Mid-Cap ETF position peaked at $9.47M in Q4 2021.
  • 438 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.