AWM
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Avior Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Avior Wealth 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 		$14.1M Buy
381,998
+5,089
+1% +$175K 0.37% 63
2026
Q1 		$11.7M Buy
376,909
+39,667
+12% +$1.26M 0.33% 69
2025
Q4 		$10.1M Buy
337,242
+1,723
+0.5% +$51.4K 0.32% 70
2025
Q3 		$9.94M Buy
335,519
+895
+0.3% +$26.1K 0.32% 67
2025
Q2 		$9.39M Buy
334,624
+1,795
+0.5% +$47.4K 0.32% 65
2025
Q1 		$8.72M Sell
332,829
-2,035
-0.6% -$56.7K 0.33% 64
2024
Q4 		$9.28M Buy
334,864
+3,628
+1% +$103K 0.34% 64
2024
Q3 		$9.17M Buy
331,236
+1,071
+0.3% +$28.5K 0.37% 57
2024
Q2 		$8.57M Buy
330,165
+15,933
+5% +$417K 0.37% 57
2024
Q1 		$8.53M Buy
314,232
+2,625
+0.8% +$67K 0.4% 50
2023
Q4 		$7.82M Buy
311,607
+1,302
+0.4% +$29.8K 0.47% 46
2023
Q3 		$7M Buy
310,305
+5,814
+2% +$138K 0.47% 47
2023
Q2 		$7.21M Buy
304,491
+10,701
+4% +$241K 0.47% 49
2023
Q1 		$6.64M Buy
293,790
+9,825
+3% +$226K 0.46% 51
2022
Q4 		$6.21M Buy
283,965
+6,723
+2% +$147K 0.47% 47
2022
Q3 		$5.59M Buy
277,242
+4,884
+2% +$109K 0.46% 46
2022
Q2 		$5.7M Buy
272,358
+273
+0.1% +$6.3K 0.58% 33
2022
Q1 		$6.88M Sell
272,085
-486
-0.2% -$12.2K 0.59% 32
2021
Q4 		$7.31M Sell
272,571
-186,363
-41% -$4.97M 0.6% 33
2021
Q3 		$11.7M Buy
458,934
+391,230
+578% +$10.2M 0.97% 20
2021
Q2 		$1.77M Buy
67,704
+18
+0% +$465 0.18% 115
2021
Q1 		$1.68M Sell
67,686
-3,267
-5% -$79.3K 0.18% 117
2020
Q4 		$1.61M Sell
70,953
-1,467
-2% -$30.6K 0.2% 109
2020
Q3 		$1.34M Sell
72,420
-3,060
-4% -$56.7K 0.19% 115
2020
Q2 		$1.32M Sell
75,480
-15,300
-17% -$249K 0.21% 116
2020
Q1 		$1.27M Sell
90,780
-17,295
-16% -$317K 0.25% 104
2019
Q4 		$2.17M Sell
108,075
-194,553
-64% -$3.77M 0.35% 72
2019
Q3 		$5.7M Buy
302,628
+5,376
+2% +$102K 1% 23
2019
Q2 		$5.66M Buy
297,252
+9,954
+3% +$186K 1.01% 22
2019
Q1 		$5.3M Buy
287,298
+9,819
+4% +$175K 1.12% 17
2018
Q4 		$4.43M Buy
277,479
+10,425
+4% +$182K 1.07% 19
2018
Q3 		$5.15M Sell
267,054
-15,150
-5% -$289K 1.1% 17
2018
Q2 		$5.16M Buy
282,204
+48
+0% +$868 1.16% 16
2018
Q1 		$4.97M Sell
282,156
-8,697
-3% -$156K 1.15% 15
2017
Q4 		$5.17M Buy
290,853
+825
+0.3% +$14.2K 1.16% 15
2017
Q3 		$4.84M Buy
+290,028
New +$4.71M 1.59% 16
2017
Q2 		– Sell
-270,852
Closed -$4.27M – 480
2017
Q1 		$4.27M Buy
270,852
+477
+0.2% +$7.43K 1.43% 17
2016
Q4 		$4.07M Buy
270,375
+6,858
+3% +$100K 1.52% 14
2016
Q3 		$3.82M Buy
263,517
+3,915
+2% +$56.6K 1.5% 14
2016
Q2 		$3.63M Buy
259,602
+8,541
+3% +$118K 1.54% 14
2016
Q1 		$3.4M Buy
251,061
+3,048
+1% +$38.5K 1.5% 14
2015
Q4 		$3.31M Sell
248,013
-16,722
-6% -$227K 1.81% 13
2015
Q3 		$3.44M Buy
264,735
+7,578
+3% +$105K 2.01% 12
2015
Q2 		$3.65M Sell
257,157
-125,877
-33% -$1.82M 2.85% 11
2015
Q1 		$5.51M Sell
383,034
-22,245
-5% -$310K 4.25% 6
2014
Q4 		$5.5M Buy
405,279
+19,710
+5% +$260K 4.37% 5
2014
Q3 		$4.97M Sell
385,569
-6,945
-2% -$92K 4.23% 7
2014
Q2 		$5.26M Sell
392,514
-27,819
-7% -$359K 4.42% 7
2014
Q1 		$5.41M Buy
420,333
+8,340
+2% +$105K 4.52% 6
2013
Q4 		$5.14M Buy
+411,993
New +$4.95M 4.88% 5

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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Avior Wealth Management's SCHM Position: Q2 2026 in Review

Avior Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.4% in Q2 2026, buying an estimated $175K and bringing the position to 381,998 shares worth $14.1M. The position accounts for 0.37% of the portfolio, ranked #63.

Avior Wealth Management first reported a position in SCHM in Q4 2013 and has held it in 50 quarters since. 267 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Avior Wealth Management held 381,998 shares of Schwab US Mid-Cap ETF worth $14.1M as of Q2 2026.
  • Avior Wealth Management bought 5,089 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $175K.
  • Schwab US Mid-Cap ETF made up 0.37% of Avior Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Avior Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • 267 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.