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Bleakley Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bleakley Financial Group’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 		$24.9M Buy
675,122
+32,209
+5% +$1.11M 0.32% 63
2026
Q1 		$19.9M Sell
642,913
-8,322
-1% -$265K 0.31% 60
2025
Q4 		$19.6M Buy
651,235
+19,970
+3% +$595K 0.34% 53
2025
Q3 		$18.7M Buy
631,265
+9,827
+2% +$286K 0.43% 43
2025
Q2 		$17.4M Buy
621,438
+99,855
+19% +$2.63M 0.44% 44
2025
Q1 		$13.7M Buy
521,583
+3,174
+0.6% +$88.4K 0.44% 46
2024
Q4 		$14.4M Sell
518,409
-53,973
-9% -$1.54M 0.43% 39
2024
Q3 		$15.9M Sell
572,382
-56,571
-9% -$1.5M 0.48% 34
2024
Q2 		$16.3M Buy
628,953
+26,079
+4% +$682K 0.47% 35
2024
Q1 		$16.4M Buy
602,874
+11,823
+2% +$302K 0.47% 36
2023
Q4 		$14.8M Buy
591,051
+28,437
+5% +$652K 0.47% 39
2023
Q3 		$12.7M Buy
562,614
+60,720
+12% +$1.44M 0.45% 42
2023
Q2 		$11.9M Buy
501,894
+27,135
+6% +$612K 0.37% 53
2023
Q1 		$10.7M Buy
474,759
+31,236
+7% +$719K 0.36% 55
2022
Q4 		$9.7M Buy
+443,523
New +$9.72M 0.35% 56

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

Bleakley Financial Group's SCHM Position: Q2 2026 in Review

Bleakley Financial Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 5% in Q2 2026, buying an estimated $1.11M and bringing the position to 675,122 shares worth $24.9M. The position accounts for 0.32% of the portfolio, ranked #63.

Bleakley Financial Group first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Bleakley Financial Group held 675,122 shares of Schwab US Mid-Cap ETF worth $24.9M as of Q2 2026.
  • Bleakley Financial Group bought 32,209 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.11M.
  • Schwab US Mid-Cap ETF made up 0.32% of Bleakley Financial Group's portfolio in Q2 2026, its #63 holding.
  • Bleakley Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.