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

Bogart Wealth 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 		$861K Buy
23,364
+3
+0% +$103 0.03% 141
2026
Q1 		$723K Sell
23,361
-7,896
-25% -$251K 0.03% 146
2025
Q4 		$940K Buy
31,257
+187
+0.6% +$5.57K 0.04% 132
2025
Q3 		$921K Sell
31,070
-71,159
-70% -$2.07M 0.04% 131
2025
Q2 		$2.87M Buy
102,229
+1,703
+2% +$44.9K 0.12% 106
2025
Q1 		$2.63M Buy
100,526
+48,752
+94% +$1.36M 0.12% 103
2024
Q4 		$1.43M Buy
51,774
+201
+0.4% +$5.73K 0.07% 118
2024
Q3 		$1.43M Sell
51,573
-564
-1% -$15K 0.07% 118
2024
Q2 		$1.35M Sell
52,137
-1,344
-3% -$35.2K 0.07% 117
2024
Q1 		$1.45M Buy
53,481
+351
+0.7% +$8.95K 0.07% 109
2023
Q4 		$1.33M Buy
53,130
+8,616
+19% +$197K 0.08% 114
2023
Q3 		$1M Buy
44,514
+2,559
+6% +$60.6K 0.06% 124
2023
Q2 		$993K Buy
41,955
+825
+2% +$18.6K 0.06% 125
2023
Q1 		$930K Sell
41,130
-151,977
-79% -$3.5M 0.06% 123
2022
Q4 		$4.22M Buy
193,107
+36,153
+23% +$792K 0.29% 78
2022
Q3 		$3.17M Buy
156,954
+20,376
+15% +$455K 0.26% 77
2022
Q2 		$2.86M Sell
136,578
-16,038
-11% -$370K 0.25% 79
2022
Q1 		$3.86M Buy
152,616
+2,292
+2% +$57.4K 0.33% 62
2021
Q4 		$4.03M Buy
150,324
+36,819
+32% +$982K 0.36% 54
2021
Q3 		$2.9M Sell
113,505
-2,286
-2% -$59.7K 0.3% 59
2021
Q2 		$3.02M Buy
115,791
+28,641
+33% +$740K 0.33% 48
2021
Q1 		$2.16M Buy
87,150
+34,572
+66% +$839K 0.3% 56
2020
Q4 		$1.19M Buy
52,578
+12,489
+31% +$260K 0.22% 79
2020
Q3 		$741K Sell
40,089
-5,088
-11% -$94.3K 0.16% 85
2020
Q2 		$792K Sell
45,177
-12,006
-21% -$196K 0.19% 74
2020
Q1 		$804K Buy
57,183
+5,304
+10% +$97.1K 0.22% 59
2019
Q4 		$1.04M Buy
51,879
+6,423
+14% +$124K 0.33% 50
2019
Q3 		$857K Buy
45,456
+405
+0.9% +$7.65K 0.42% 43
2019
Q2 		$857K Buy
45,051
+1,125
+3% +$21K 0.52% 37
2019
Q1 		$811K Buy
43,926
+18,696
+74% +$334K 0.39% 41
2018
Q4 		$403K Buy
25,230
+4,488
+22% +$78.4K 0.2% 55
2018
Q3 		$400K Buy
20,742
+966
+5% +$18.4K 0.23% 56
2018
Q2 		$361K Sell
19,776
-742,836
-97% -$13.4M 0.22% 57
2018
Q1 		$13.5M Buy
762,612
+106,134
+16% +$1.91M 7.79% 4
2017
Q4 		$11.7M Buy
656,478
+18,180
+3% +$314K 7.47% 4
2017
Q3 		$10.8M Sell
638,298
-35,538
-5% -$578K 7.96% 4
2017
Q2 		$10.8M Buy
+673,836
New +$10.7M 6.94% 6

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

Bogart Wealth LLC's SCHM Position: Q2 2026 in Review

Bogart Wealth LLC increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.01% in Q2 2026, buying an estimated $103 and bringing the position to 23,364 shares worth $861K. The position accounts for 0.03% of the portfolio, ranked #141.

Bogart Wealth LLC first reported a position in SCHM in Q2 2017 and has held it in 37 quarters since. The position peaked at $13.5M in Q1 2018. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Bogart Wealth LLC held 23,364 shares of Schwab US Mid-Cap ETF worth $861K as of Q2 2026.
  • Bogart Wealth LLC bought 3 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $103.
  • Schwab US Mid-Cap ETF made up 0.03% of Bogart Wealth LLC's portfolio in Q2 2026, its #141 holding.
  • Bogart Wealth LLC first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and has held it in 37 quarters since.
  • Bogart Wealth LLC's Schwab US Mid-Cap ETF position peaked at $13.5M in Q1 2018.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.