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Benjamin Edwards Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Benjamin Edwards Inc’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 		$16M Buy
433,379
+26,747
+7% +$921K 0.15% 168
2026
Q1 		$12.6M Sell
406,632
-150,807
-27% -$4.8M 0.13% 180
2025
Q4 		$16.8M Buy
557,439
+23,251
+4% +$693K 0.19% 133
2025
Q3 		$15.8M Buy
534,188
+36,755
+7% +$1.07M 0.18% 132
2025
Q2 		$14M Buy
497,433
+22,178
+5% +$585K 0.18% 129
2025
Q1 		$12.5M Buy
475,255
+177,731
+60% +$4.95M 0.17% 134
2024
Q4 		$8.24M Buy
297,524
+11,324
+4% +$323K 0.12% 185
2024
Q3 		$7.93M Buy
286,200
+283,143
+9,262% +$7.53M 0.12% 190
2024
Q2 		$79K Buy
3,057
+318
+12% +$8.32K 0.02% 452
2024
Q1 		$74K Sell
2,739
-720
-21% -$18.4K 0.01% 441
2023
Q4 		$87K Buy
3,459
+414
+14% +$9.48K 0.02% 434
2023
Q3 		$69K Buy
3,045
+1,527
+101% +$36.2K 0.02% 430
2023
Q2 		$36K Sell
1,518
-72
-5% -$1.62K 0.01% 485
2023
Q1 		$36K Sell
1,590
-9
-0.6% -$207 0.01% 492
2022
Q4 		$35K Sell
1,599
-549
-26% -$12K 0.01% 443
2022
Q3 		$43K Buy
2,148
+63
+3% +$1.41K 0.01% 435
2022
Q2 		$44K Buy
2,085
+201
+11% +$4.64K 0.01% 439
2022
Q1 		$48K Buy
1,884
+126
+7% +$3.16K 0.01% 457
2021
Q4 		$47K Buy
1,758
+54
+3% +$1.44K 0.02% 424
2021
Q3 		$44K Sell
1,704
-18
-1% -$470 0.03% 323
2021
Q2 		$45K Sell
1,722
-357
-17% -$9.22K 0.03% 278
2021
Q1 		$52K Sell
2,079
-27
-1% -$655 0.04% 252
2020
Q4 		$48K Buy
2,106
+96
+5% +$2K 0.04% 251
2020
Q3 		$37K Buy
2,010
+18
+0.9% +$333 0.03% 244
2020
Q2 		$35K Buy
1,992
+1,155
+138% +$18.8K 0.03% 228
2020
Q1 		$12K Buy
837
+582
+228% +$10.7K 0.01% 273
2019
Q4 		$5K Hold
255
– – 0.01% 258
2019
Q3 		$5K Sell
255
-24
-9% -$453 0.01% 260
2019
Q2 		$5K Buy
+279
New +$5.22K 0.01% 265

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

Benjamin Edwards Inc's SCHM Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Schwab US Mid-Cap ETF (SCHM) stake by 6.6% in Q2 2026, buying an estimated $921K and bringing the position to 433,379 shares worth $16M. The position accounts for 0.15% of the portfolio, ranked #168.

Benjamin Edwards Inc first reported a position in SCHM in Q2 2019 and has held it in 29 quarters since. The position peaked at $16.8M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Benjamin Edwards Inc held 433,379 shares of Schwab US Mid-Cap ETF worth $16M as of Q2 2026.
  • Benjamin Edwards Inc bought 26,747 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $921K.
  • Schwab US Mid-Cap ETF made up 0.15% of Benjamin Edwards Inc's portfolio in Q2 2026, its #168 holding.
  • Benjamin Edwards Inc first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • Benjamin Edwards Inc's Schwab US Mid-Cap ETF position peaked at $16.8M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.