Calton & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Calton & Associates’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	$229K	Buy	+6,219	New	+$214K	0.03%	381
2025 Q4	–	Sell	-12,204	Closed	-$362K	–	478
2025 Q3	$362K	Buy	12,204 +2,140	+21%	+$62.3K	0.05%	285
2025 Q2	$282K	Buy	+10,064	New	+$265K	0.05%	297
2018 Q4	–	Sell	-26,787	Closed	-$516K	–	290
2018 Q3	$516K	Sell	26,787 -1,182	-4%	-$22.5K	0.15%	117
2018 Q2	$530K	Sell	27,969 -15	-0.1%	-$271	0.15%	110
2018 Q1	$493K	Buy	27,984 +1,041	+4%	+$18.7K	0.14%	155
2017 Q4	$502K	Buy	+26,943	New	+$465K	0.13%	156

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

Calton & Associates's SCHM Position: Q2 2026 in Review

Calton & Associates opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 6,219 shares worth $229K. The stake represents 0.03% of the portfolio and ranks #381 among its holdings. This is a return to the name: Calton & Associates previously reported a position in SCHM as recently as Q3 2025.

Calton & Associates first reported a position in SCHM in Q4 2017 and has held it in 7 quarters since. The position peaked at $530K in Q2 2018. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Calton & Associates held 6,219 shares of Schwab US Mid-Cap ETF worth $229K as of Q2 2026.
Schwab US Mid-Cap ETF was a new Calton & Associates position in Q2 2026.
Schwab US Mid-Cap ETF made up 0.03% of Calton & Associates's portfolio in Q2 2026, its #381 holding.
Calton & Associates first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 7 quarters since.
Calton & Associates's Schwab US Mid-Cap ETF position peaked at $530K in Q2 2018.
1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.