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Beaumont Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Beaumont Financial 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 		$2.18M Sell
59,073
-827
-1% -$28.5K 0.14% 97
2026
Q1 		$1.85M Sell
59,900
-122
-0.2% -$3.88K 0.13% 104
2025
Q4 		$1.8M Buy
60,022
+21
+0% +$626 0.12% 106
2025
Q3 		$1.78M Sell
60,001
-275
-0.5% -$8.01K 0.12% 103
2025
Q2 		$1.69M Sell
60,276
-2,574
-4% -$67.9K 0.12% 105
2025
Q1 		$1.65M Sell
62,850
-3,186
-5% -$88.7K 0.13% 110
2024
Q4 		$1.83M Buy
66,036
+921
+1% +$26.2K 0.14% 101
2024
Q3 		$1.8M Sell
65,115
-2,229
-3% -$59.3K 0.14% 95
2024
Q2 		$1.75M Sell
67,344
-561
-0.8% -$14.7K 0.14% 99
2024
Q1 		$1.84M Sell
67,905
-366
-0.5% -$9.34K 0.15% 89
2023
Q4 		$1.71M Sell
68,271
-8,292
-11% -$190K 0.16% 89
2023
Q3 		$1.73M Sell
76,563
-5,709
-7% -$135K 0.17% 84
2023
Q2 		$1.95M Sell
82,272
-9,822
-11% -$221K 0.18% 84
2023
Q1 		$2.08M Sell
92,094
-1,050
-1% -$24.2K 0.21% 65
2022
Q4 		$2.04M Buy
93,144
+210
+0.2% +$4.6K 0.2% 69
2022
Q3 		$1.88M Buy
92,934
+74,133
+394% +$1.65M 0.18% 77
2022
Q2 		$393K Buy
18,801
+60
+0.3% +$1.39K 0.04% 205
2022
Q1 		$474K Hold
18,741
– – 0.04% 215
2021
Q4 		$502K Hold
18,741
– – 0.04% 211
2021
Q3 		$479K Hold
18,741
– – 0.04% 207
2021
Q2 		$489K Sell
18,741
-855
-4% -$22.1K 0.04% 215
2021
Q1 		$486K Sell
19,596
-2,217
-10% -$53.8K 0.04% 198
2020
Q4 		$496K Sell
21,813
-600
-3% -$12.5K 0.04% 196
2020
Q3 		$414K Sell
22,413
-3,255
-13% -$60.3K 0.04% 211
2020
Q2 		$450K Sell
25,668
-10,905
-30% -$178K 0.05% 196
2020
Q1 		$514K Buy
+36,573
New +$670K 0.06% 137

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 $104B AUM 28.3% 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

Beaumont Financial Advisors's SCHM Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.4% in Q2 2026, selling an estimated $28.5K and leaving 59,073 shares worth $2.18M. The position accounts for 0.14% of the portfolio, ranked #97.

Beaumont Financial Advisors first reported a position in SCHM in Q1 2020 and has held it in 26 quarters since. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Beaumont Financial Advisors held 59,073 shares of Schwab US Mid-Cap ETF worth $2.18M as of Q2 2026.
  • Beaumont Financial Advisors sold 827 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $28.5K.
  • Schwab US Mid-Cap ETF made up 0.14% of Beaumont Financial Advisors's portfolio in Q2 2026, its #97 holding.
  • Beaumont Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.