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Burkett Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Burkett Financial Services’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 		$3.06M Sell
83,126
-3,399
-4% -$117K 0.96% 13
2026
Q1 		$2.68M Sell
86,525
-1,012
-1% -$32.2K 0.92% 13
2025
Q4 		$2.63M Sell
87,537
-816
-0.9% -$24.3K 0.9% 14
2025
Q3 		$2.62M Sell
88,353
-896
-1% -$26.1K 0.9% 14
2025
Q2 		$2.5M Buy
89,249
+1,385
+2% +$36.5K 0.9% 14
2025
Q1 		$2.3M Sell
87,864
-1,472
-2% -$41K 0.94% 13
2024
Q4 		$2.48M Sell
89,336
-889
-1% -$25.3K 1.01% 13
2024
Q3 		$2.5M Sell
90,225
-663
-0.7% -$17.6K 1.03% 13
2024
Q2 		$2.36M Sell
90,888
-1,218
-1% -$31.9K 1.21% 10
2024
Q1 		$2.5M Sell
92,106
-3,381
-4% -$86.2K 1.29% 9
2023
Q4 		$2.4M Buy
+95,487
New +$2.19M 1.34% 9

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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 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

Burkett Financial Services's SCHM Position: Q2 2026 in Review

Burkett Financial Services reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.9% in Q2 2026, selling an estimated $117K and leaving 83,126 shares worth $3.06M. The position accounts for 0.96% of the portfolio, ranked #13.

Burkett Financial Services first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 320 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Burkett Financial Services held 83,126 shares of Schwab US Mid-Cap ETF worth $3.06M as of Q2 2026.
  • Burkett Financial Services sold 3,399 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $117K.
  • Schwab US Mid-Cap ETF made up 0.96% of Burkett Financial Services's portfolio in Q2 2026, its #13 holding.
  • Burkett Financial Services first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 320 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.