BFS
SCHM icon

Bradley Foster & Sargent’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bradley Foster & Sargent’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 		$732K Sell
19,861
-33,138
-63% -$1.14M 0.01% 347
2026
Q1 		$1.64M Sell
52,999
-13,197
-20% -$420K 0.03% 245
2025
Q4 		$1.99M Sell
66,196
-758
-1% -$22.6K 0.03% 224
2025
Q3 		$1.98M Sell
66,954
-354
-0.5% -$10.3K 0.03% 227
2025
Q2 		$1.89M Buy
+67,308
New +$1.78M 0.03% 224

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

Bradley Foster & Sargent's SCHM Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its Schwab US Mid-Cap ETF (SCHM) stake by 63% in Q2 2026, selling an estimated $1.14M and leaving 19,861 shares worth $732K. The position accounts for 0.01% of the portfolio, ranked #347.

Bradley Foster & Sargent first reported a position in SCHM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.99M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Bradley Foster & Sargent held 19,861 shares of Schwab US Mid-Cap ETF worth $732K as of Q2 2026.
  • Bradley Foster & Sargent sold 33,138 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.14M.
  • Schwab US Mid-Cap ETF made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #347 holding.
  • Bradley Foster & Sargent first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • Bradley Foster & Sargent's Schwab US Mid-Cap ETF position peaked at $1.99M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.