Bensler’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bensler’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	$2.44M	Sell	66,120 -2,338	-3%	-$80.5K	0.22%	70
2026 Q1	$2.12M	Sell	68,458 -10,971	-14%	-$349K	0.22%	74
2025 Q4	$2.39M	Sell	79,429 -5,120	-6%	-$153K	0.24%	71
2025 Q3	$2.51M	Sell	84,549 -6,791	-7%	-$198K	0.26%	69
2025 Q2	$2.56M	Sell	91,340 -14,505	-14%	-$383K	0.29%	71
2025 Q1	$2.77M	Sell	105,845 -17,615	-14%	-$491K	0.35%	67
2024 Q4	$3.42M	Sell	123,460 -11,819	-9%	-$337K	0.41%	62
2024 Q3	$3.75M	Sell	135,279 -8,658	-6%	-$230K	0.47%	57
2024 Q2	$3.73M	Sell	143,937 -17,655	-11%	-$462K	0.5%	56
2024 Q1	$4.39M	Sell	161,592 -36,144	-18%	-$922K	0.64%	49
2023 Q4	$4.96M	Sell	197,736 -20,265	-9%	-$464K	0.82%	42
2023 Q3	$4.92M	Sell	218,001 -13,224	-6%	-$313K	0.95%	38
2023 Q2	$5.47M	Sell	231,225 -21,660	-9%	-$488K	1.04%	31
2023 Q1	$5.72M	Sell	252,885 -12,000	-5%	-$276K	1.15%	26
2022 Q4	$5.79M	Sell	264,885 -2,814	-1%	-$61.7K	1.29%	19
2022 Q3	$5.4M	Sell	267,699 -2,211	-0.8%	-$49.3K	1.29%	22
2022 Q2	$5.64M	Sell	269,910 -6,309	-2%	-$146K	1.34%	20
2022 Q1	$6.98M	Buy	+276,219	New	+$6.92M	1.47%	20

Other funds holding SCHM

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

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

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Bensler's SCHM Position: Q2 2026 in Review

Bensler reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.4% in Q2 2026, selling an estimated $80.5K and leaving 66,120 shares worth $2.44M. The position accounts for 0.22% of the portfolio, ranked #70.

Bensler first reported a position in SCHM in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.98M in Q1 2022. 430 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Bensler held 66,120 shares of Schwab US Mid-Cap ETF worth $2.44M as of Q2 2026.
Bensler sold 2,338 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $80.5K.
Schwab US Mid-Cap ETF made up 0.22% of Bensler's portfolio in Q2 2026, its #70 holding.
Bensler first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Bensler's Schwab US Mid-Cap ETF position peaked at $6.98M in Q1 2022.
430 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.