Brown Brothers Harriman & Co’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Brown Brothers Harriman & Co’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	$16.5K	Hold	448	–	–	﹤0.01%	1329
2026 Q1	$13.9K	Buy	+448	New	+$14.3K	﹤0.01%	1299
2025 Q3	–	Sell	-6,469	Closed	-$181K	–	1741
2025 Q2	$181K	Buy	+6,469	New	+$171K	﹤0.01%	655
2024 Q1	–	Sell	-870	Closed	-$21.8K	–	1251
2023 Q4	$21.8K	Hold	870	–	–	﹤0.01%	838
2023 Q3	$19.6K	Hold	870	–	–	﹤0.01%	846
2023 Q2	$20.6K	Hold	870	–	–	﹤0.01%	858
2023 Q1	$19.7K	Sell	870 -12	-1%	-$276	﹤0.01%	892
2022 Q4	$19.3K	Hold	882	–	–	﹤0.01%	893
2022 Q3	$18K	Buy	882 +870	+7,250%	+$19.4K	﹤0.01%	1011
2022 Q2	$0	Buy	+12	New	+$277	﹤0.01%	1395
2018 Q1	–	Sell	-9,900	Closed	-$176K	–	1076
2017 Q4	$176K	Buy	+9,900	New	+$171K	﹤0.01%	359
2017 Q3	–	Sell	-2,430	Closed	-$39K	–	767
2017 Q2	$39K	Buy	+2,430	New	+$38.6K	﹤0.01%	509

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brown Brothers Harriman & Co's SCHM Position: Q2 2026 in Review

Brown Brothers Harriman & Co held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 448 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Brown Brothers Harriman & Co first reported a position in SCHM in Q2 2017 and has held it in 12 quarters since. The position peaked at $181K in Q2 2025. 1,071 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Brown Brothers Harriman & Co held 448 shares of Schwab US Mid-Cap ETF worth $16.5K as of Q2 2026.
Brown Brothers Harriman & Co left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #1329 holding.
Brown Brothers Harriman & Co first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and has held it in 12 quarters since.
Brown Brothers Harriman & Co's Schwab US Mid-Cap ETF position peaked at $181K in Q2 2025.
1,071 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.