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

BFSG LLC’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 		$1.87M Sell
50,677
-594
-1% -$20.4K 0.17% 138
2026
Q1 		$1.59M Sell
51,271
-542
-1% -$17.3K 0.15% 142
2025
Q4 		$1.56M Sell
51,813
-2,388
-4% -$71.2K 0.15% 141
2025
Q3 		$1.61M Buy
54,201
+233
+0.4% +$6.78K 0.16% 143
2025
Q2 		$1.51M Buy
53,968
+1,767
+3% +$46.6K 0.17% 136
2025
Q1 		$1.37M Sell
52,201
-308
-0.6% -$8.58K 0.17% 135
2024
Q4 		$1.46M Sell
52,509
-12
-0% -$342 0.17% 134
2024
Q3 		$1.45M Sell
52,521
-1,479
-3% -$39.3K 0.17% 134
2024
Q2 		$1.4M Sell
54,000
-3,351
-6% -$87.7K 0.18% 128
2024
Q1 		$1.56M Sell
57,351
-1,872
-3% -$47.7K 0.21% 120
2023
Q4 		$1.49M Buy
59,223
+228
+0.4% +$5.22K 0.22% 120
2023
Q3 		$1.33M Buy
58,995
+1,857
+3% +$44K 0.22% 116
2023
Q2 		$1.35M Sell
57,138
-1,260
-2% -$28.4K 0.23% 109
2023
Q1 		$1.32M Sell
58,398
-1,170
-2% -$26.9K 0.24% 108
2022
Q4 		$1.3M Sell
59,568
-1,728
-3% -$37.9K 0.26% 107
2022
Q3 		$1.24M Buy
61,296
+213
+0.3% +$4.75K 0.26% 107
2022
Q2 		$1.28M Sell
61,083
-3,003
-5% -$69.3K 0.23% 109
2022
Q1 		$1.62M Buy
64,086
+2,325
+4% +$58.3K 0.26% 99
2021
Q4 		$1.66M Buy
61,761
+3,381
+6% +$90.2K 0.23% 111
2021
Q3 		$1.49M Buy
58,380
+309
+0.5% +$8.07K 0.23% 116
2021
Q2 		$1.51M Sell
58,071
-12,303
-17% -$318K 0.27% 100
2021
Q1 		$1.75M Sell
70,374
-279
-0.4% -$6.77K 0.28% 98
2020
Q4 		$1.61M Sell
70,653
-5,124
-7% -$107K 0.27% 99
2020
Q3 		$1.4M Sell
75,777
-1,164
-2% -$21.6K 0.26% 94
2020
Q2 		$1.35M Sell
76,941
-1,548
-2% -$25.2K 0.29% 88
2020
Q1 		$1.1M Buy
78,489
+53,415
+213% +$978K 0.28% 86
2019
Q4 		$503K Buy
25,074
+7,098
+39% +$137K 0.09% 163
2019
Q3 		$339K Buy
17,976
+42
+0.2% +$794 0.08% 162
2019
Q2 		$341K Sell
17,934
-486
-3% -$9.09K 0.13% 111
2019
Q1 		$340K Sell
18,420
-1,863
-9% -$33.3K 0.13% 119
2018
Q4 		$324K Buy
+20,283
New +$354K 0.15% 86

Other funds holding SCHM

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
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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

BFSG LLC's SCHM Position: Q2 2026 in Review

BFSG LLC reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.2% in Q2 2026, selling an estimated $20.4K and leaving 50,677 shares worth $1.87M. The position accounts for 0.17% of the portfolio, ranked #138.

BFSG LLC first reported a position in SCHM in Q4 2018 and has held it in 31 quarters since. 237 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • BFSG LLC held 50,677 shares of Schwab US Mid-Cap ETF worth $1.87M as of Q2 2026.
  • BFSG LLC sold 594 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $20.4K.
  • Schwab US Mid-Cap ETF made up 0.17% of BFSG LLC's portfolio in Q2 2026, its #138 holding.
  • BFSG LLC first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 237 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.