Beacon Pointe Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Beacon Pointe 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	$54.7M	Buy	1,484,018 +1,168	+0.1%	+$40.2K	0.25%	87
2026 Q1	$45.9M	Buy	1,482,850 +107,212	+8%	+$3.41M	0.24%	91
2025 Q4	$41.4M	Sell	1,375,638 -48,339	-3%	-$1.44M	0.29%	80
2025 Q3	$42.2M	Sell	1,423,977 -184,672	-11%	-$5.38M	0.36%	56
2025 Q2	$45.1M	Buy	1,608,649 +13,535	+0.8%	+$357K	0.47%	39
2025 Q1	$41.8M	Sell	1,595,114 -45,127	-3%	-$1.26M	0.47%	41
2024 Q4	$45.5M	Sell	1,640,241 -56,445	-3%	-$1.61M	0.5%	40
2024 Q3	$47M	Sell	1,696,686 -105,420	-6%	-$2.8M	0.54%	41
2024 Q2	$46.8M	Sell	1,802,106 -2,856	-0.2%	-$74.7K	0.55%	38
2024 Q1	$49M	Buy	1,804,962 +90,711	+5%	+$2.31M	0.54%	37
2023 Q4	$43M	Sell	1,714,251 -20,643	-1%	-$473K	0.51%	37
2023 Q3	$39.1M	Buy	1,734,894 +284,307	+20%	+$6.74M	0.49%	41
2023 Q2	$34.3M	Sell	1,450,587 -125,361	-8%	-$2.83M	0.56%	36
2023 Q1	$35.6M	Buy	1,575,948 +144,366	+10%	+$3.32M	0.61%	33
2022 Q4	$31.3M	Sell	1,431,582 -66,018	-4%	-$1.45M	0.61%	33
2022 Q3	$30.2M	Buy	1,497,600 +63,402	+4%	+$1.41M	0.68%	30
2022 Q2	$30M	Sell	1,434,198 -52,632	-4%	-$1.21M	0.63%	29
2022 Q1	$37.6M	Buy	1,486,830 +864,930	+139%	+$21.7M	0.52%	37
2021 Q4	$16.7M	Sell	621,900 -13,695	-2%	-$365K	0.43%	53
2021 Q3	$16.2M	Buy	635,595 +552	+0.1%	+$14.4K	0.4%	64
2021 Q2	$16.6M	Sell	635,043 -114,201	-15%	-$2.95M	0.59%	38
2021 Q1	$18.6M	Buy	749,244 +2,310	+0.3%	+$56K	1.14%	18
2020 Q4	$17M	Sell	746,934 -20,688	-3%	-$431K	1.16%	19
2020 Q3	$14.2M	Sell	767,622 -29,667	-4%	-$550K	1.37%	14
2020 Q2	$14M	Buy	797,289 +629,709	+376%	+$10.3M	1.4%	12
2020 Q1	$2.35M	Buy	167,580 +37,638	+29%	+$689K	0.37%	59
2019 Q4	$2.6M	Buy	129,942 +9,801	+8%	+$190K	0.81%	30
2019 Q3	$2.26M	Buy	120,141 +147	+0.1%	+$2.78K	0.98%	27
2019 Q2	$2.28M	Buy	119,994 +31,428	+35%	+$588K	0.83%	29
2019 Q1	$1.63M	Sell	88,566 -3,945	-4%	-$70.5K	0.61%	52
2018 Q4	$1.48M	Buy	+92,511	New	+$1.62M	0.9%	31

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beacon Pointe Advisors's SCHM Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.08% in Q2 2026, buying an estimated $40.2K and bringing the position to 1,484,018 shares worth $54.7M. The position accounts for 0.25% of the portfolio, ranked #87.

Beacon Pointe Advisors first reported a position in SCHM in Q4 2018 and has held it in 31 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Beacon Pointe Advisors held 1,484,018 shares of Schwab US Mid-Cap ETF worth $54.7M as of Q2 2026.
Beacon Pointe Advisors bought 1,168 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $40.2K.
Schwab US Mid-Cap ETF made up 0.25% of Beacon Pointe Advisors's portfolio in Q2 2026, its #87 holding.
Beacon Pointe Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.