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Cahill Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cahill Financial Advisors’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 		$1.89M Buy
51,340
+102
+0.2% +$3.51K 0.18% 92
2026
Q1 		$1.59M Sell
51,238
-1,752
-3% -$55.8K 0.17% 95
2025
Q4 		$1.59M Sell
52,990
-6,074
-10% -$181K 0.17% 90
2025
Q3 		$1.75M Sell
59,064
-755
-1% -$22K 0.2% 84
2025
Q2 		$1.68M Sell
59,819
-6,213
-9% -$164K 0.21% 81
2025
Q1 		$1.73M Buy
66,032
+5,097
+8% +$142K 0.24% 77
2024
Q4 		$1.69M Buy
60,935
+1,565
+3% +$44.6K 0.23% 78
2024
Q3 		$1.64M Sell
59,370
-1,263
-2% -$33.6K 0.22% 77
2024
Q2 		$1.57M Sell
60,633
-273
-0.4% -$7.14K 0.22% 89
2024
Q1 		$1.65M Sell
60,906
-19,191
-24% -$489K 0.23% 85
2023
Q4 		$2.01M Sell
80,097
-546
-0.7% -$12.5K 0.3% 68
2023
Q3 		$1.82M Sell
80,643
-7,395
-8% -$175K 0.3% 70
2023
Q2 		$2.08M Sell
88,038
-2,349
-3% -$52.9K 0.34% 61
2023
Q1 		$2.04M Buy
90,387
+201
+0.2% +$4.63K 0.36% 60
2022
Q4 		$1.97M Sell
90,186
-36,471
-29% -$799K 0.38% 61
2022
Q3 		$2.56M Buy
126,657
+1,341
+1% +$29.9K 0.54% 46
2022
Q2 		$2.62M Sell
125,316
-384
-0.3% -$8.86K 0.56% 45
2022
Q1 		$3.18M Sell
125,700
-1,296
-1% -$32.5K 0.6% 45
2021
Q4 		$3.4M Sell
126,996
-750
-0.6% -$20K 0.66% 40
2021
Q3 		$3.26M Sell
127,746
-2,079
-2% -$54.3K 0.67% 37
2021
Q2 		$3.39M Buy
129,825
+3,471
+3% +$89.7K 0.76% 33
2021
Q1 		$3.13M Buy
126,354
+1,191
+1% +$28.9K 0.77% 32
2020
Q4 		$2.85M Sell
125,163
-1,725
-1% -$36K 0.72% 33
2020
Q3 		$2.35M Buy
126,888
+7,464
+6% +$138K 0.85% 29
2020
Q2 		$2.1M Sell
119,424
-95,997
-45% -$1.56M 0.81% 31
2020
Q1 		$3.03M Buy
215,421
+9,762
+5% +$179K 1.4% 18
2019
Q4 		$4.12M Buy
205,659
+4,230
+2% +$81.9K 1.5% 17
2019
Q3 		$3.8M Sell
201,429
-3,054
-1% -$57.7K 1.48% 18
2019
Q2 		$3.89M Buy
204,483
+3,477
+2% +$65K 1.54% 17
2019
Q1 		$3.71M Sell
201,006
-26,901
-12% -$481K 1.55% 17
2018
Q4 		$3.64M Sell
227,907
-2,982
-1% -$52.1K 1.82% 11
2018
Q3 		$4.45M Buy
230,889
+1,200
+0.5% +$22.9K 1.96% 12
2018
Q2 		$4.2M Sell
229,689
-327
-0.1% -$5.91K 1.94% 11
2018
Q1 		$4.05M Buy
230,016
+11,919
+5% +$214K 1.94% 11
2017
Q4 		$3.87M Buy
218,097
+4,500
+2% +$77.7K 1.94% 12
2017
Q3 		$3.57M Sell
213,597
-3,951
-2% -$64.2K 1.89% 13
2017
Q2 		$3.49M Buy
217,548
+24,711
+13% +$393K 1.93% 13
2017
Q1 		$3.04M Buy
192,837
+246
+0.1% +$3.83K 1.76% 13
2016
Q4 		$2.9M Buy
192,591
+11,232
+6% +$164K 1.77% 13
2016
Q3 		$2.63M Buy
181,359
+1,833
+1% +$26.5K 1.71% 16
2016
Q2 		$2.51M Buy
179,526
+22,101
+14% +$305K 1.75% 17
2016
Q1 		$2.13M Buy
157,425
+24,609
+19% +$311K 1.6% 20
2015
Q4 		$1.77M Buy
132,816
+3,459
+3% +$47K 1.45% 22
2015
Q3 		$1.68M Buy
129,357
+1,650
+1% +$22.9K 1.37% 24
2015
Q2 		$1.82M Buy
127,707
+10,551
+9% +$153K 1.36% 24
2015
Q1 		$1.69M Buy
117,156
+2,697
+2% +$37.6K 1.28% 28
2014
Q4 		$1.55M Buy
114,459
+1,533
+1% +$20.2K 1.2% 27
2014
Q3 		$1.46M Buy
112,926
+11,337
+11% +$150K 1.16% 29
2014
Q2 		$1.36M Buy
101,589
+8,628
+9% +$111K 1.07% 32
2014
Q1 		$1.2M Buy
92,961
+4,212
+5% +$53.1K 1.02% 32
2013
Q4 		$1.11M Buy
+88,749
New +$1.07M 0.96% 34

Other funds holding SCHM

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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Cahill Financial Advisors's SCHM Position: Q2 2026 in Review

Cahill Financial Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.2% in Q2 2026, buying an estimated $3.51K and bringing the position to 51,340 shares worth $1.89M. The position accounts for 0.18% of the portfolio, ranked #92.

Cahill Financial Advisors first reported a position in SCHM in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.45M in Q3 2018. 871 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Cahill Financial Advisors held 51,340 shares of Schwab US Mid-Cap ETF worth $1.89M as of Q2 2026.
  • Cahill Financial Advisors bought 102 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $3.51K.
  • Schwab US Mid-Cap ETF made up 0.18% of Cahill Financial Advisors's portfolio in Q2 2026, its #92 holding.
  • Cahill Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • Cahill Financial Advisors's Schwab US Mid-Cap ETF position peaked at $4.45M in Q3 2018.
  • 871 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.