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Beck Mack & Oliver’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Beck Mack & Oliver’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 		$338K Hold
9,167
– – 0.01% 160
2026
Q1 		$284K Hold
9,167
– – 0.01% 168
2025
Q4 		$276K Hold
9,167
– – 0.01% 168
2025
Q3 		$272K Hold
9,167
– – ﹤0.01% 158
2025
Q2 		$257K Hold
9,167
– – ﹤0.01% 164
2025
Q1 		$240K Hold
9,167
– – ﹤0.01% 164
2024
Q4 		$254K Sell
9,167
-1,000
-10% -$28.5K ﹤0.01% 161
2024
Q3 		$282K Hold
10,167
– – 0.01% 149
2024
Q2 		$264K Buy
+10,167
New +$266K 0.01% 148

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 $103B AUM 28.65% 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

Beck Mack & Oliver's SCHM Position: Q2 2026 in Review

Beck Mack & Oliver held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 9,167 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #160.

Beck Mack & Oliver first reported a position in SCHM in Q2 2024 and has held it in 9 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Beck Mack & Oliver held 9,167 shares of Schwab US Mid-Cap ETF worth $338K as of Q2 2026.
  • Beck Mack & Oliver left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of Beck Mack & Oliver's portfolio in Q2 2026, its #160 holding.
  • Beck Mack & Oliver first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Beck Mack & Oliver's 13F filing for Q2 2026, filed 14 Aug 2026.