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

Cambridge 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 		$2.1M Sell
57,089
-1,761
-3% -$60.6K 0.36% 44
2026
Q1 		$1.82M Buy
58,850
+92
+0.2% +$2.93K 0.35% 46
2025
Q4 		$1.77M Buy
58,758
+1,087
+2% +$32.4K 0.34% 46
2025
Q3 		$1.71M Sell
57,671
-214
-0.4% -$6.23K 0.33% 49
2025
Q2 		$1.62M Sell
57,885
-45
-0.1% -$1.19K 0.34% 47
2025
Q1 		$1.52M Buy
57,930
+9
+0% +$251 0.33% 49
2024
Q4 		$1.6M Buy
57,921
+288
+0.5% +$8.21K 0.36% 46
2024
Q3 		$1.6M Sell
57,633
-471
-0.8% -$12.5K 0.35% 49
2024
Q2 		$1.51M Sell
58,104
-39
-0.1% -$1.02K 0.35% 46
2024
Q1 		$1.58M Buy
58,143
+6,240
+12% +$159K 0.37% 45
2023
Q4 		$1.3M Sell
51,903
-471
-0.9% -$10.8K 0.33% 50
2023
Q3 		$1.18M Buy
52,374
+3,456
+7% +$81.9K 0.32% 51
2023
Q2 		$1.16M Sell
48,918
-141
-0.3% -$3.18K 0.3% 57
2023
Q1 		$1.11M Sell
49,059
-1,212
-2% -$27.9K 0.28% 58
2022
Q4 		$1.1M Sell
50,271
-1,113
-2% -$24.4K 0.3% 58
2022
Q3 		$1.04M Sell
51,384
-1,920
-4% -$42.8K 0.3% 57
2022
Q2 		$1.11M Sell
53,304
-2,109
-4% -$48.7K 0.3% 55
2022
Q1 		$1.4M Buy
55,413
+6,309
+13% +$158K 0.33% 49
2021
Q4 		$1.32M Buy
49,104
+1,929
+4% +$51.4K 0.3% 61
2021
Q3 		$1.21M Buy
47,175
+168
+0.4% +$4.39K 0.29% 63
2021
Q2 		$1.23M Buy
47,007
+39
+0.1% +$1.01K 0.3% 63
2021
Q1 		$1.17M Buy
46,968
+132
+0.3% +$3.2K 0.3% 62
2020
Q4 		$1.06M Buy
46,836
+342
+0.7% +$7.13K 0.29% 64
2020
Q3 		$860K Sell
46,494
-261
-0.6% -$4.83K 0.25% 68
2020
Q2 		$820K Sell
46,755
-4,839
-9% -$78.9K 0.26% 65
2020
Q1 		$725K Buy
51,594
+1,503
+3% +$27.5K 0.26% 65
2019
Q4 		$1M Buy
50,091
+1,059
+2% +$20.5K 0.31% 61
2019
Q3 		$924K Buy
49,032
+165
+0.3% +$3.12K 0.3% 59
2019
Q2 		$930K Buy
48,867
+5,178
+12% +$96.9K 0.31% 58
2019
Q1 		$807K Sell
43,689
-1,497
-3% -$26.8K 0.27% 67
2018
Q4 		$722K Buy
45,186
+4,398
+11% +$76.8K 0.27% 67
2018
Q3 		$786K Sell
40,788
-12
-0% -$229 0.27% 68
2018
Q2 		$746K Buy
40,800
+162
+0.4% +$2.93K 0.26% 70
2018
Q1 		$716K Buy
40,638
+6,264
+18% +$113K 0.26% 72
2017
Q4 		$610K Buy
34,374
+1,539
+5% +$26.6K 0.22% 78
2017
Q3 		$548K Buy
32,835
+1,764
+6% +$28.7K 0.21% 79
2017
Q2 		$499K Buy
31,071
+681
+2% +$10.8K 0.2% 85
2017
Q1 		$479K Buy
30,390
+3,363
+12% +$52.4K 0.2% 85
2016
Q4 		$407K Buy
27,027
+1,767
+7% +$25.9K 0.18% 94
2016
Q3 		$366K Buy
25,260
+102
+0.4% +$1.48K 0.16% 101
2016
Q2 		$352K Buy
25,158
+6,915
+38% +$95.3K 0.16% 102
2016
Q1 		$247K Sell
18,243
-3,801
-17% -$48K 0.11% 115
2015
Q4 		$294K Sell
22,044
-4,401
-17% -$59.8K 0.17% 108
2015
Q3 		$343K Buy
26,445
+1,365
+5% +$19K 0.2% 97
2015
Q2 		$356K Buy
25,080
+3,765
+18% +$54.5K 0.2% 92
2015
Q1 		$307K Buy
21,315
+2,436
+13% +$34K 0.18% 98
2014
Q4 		$256K Buy
+18,879
New +$249K 0.16% 110

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

Cambridge Advisors's SCHM Position: Q2 2026 in Review

Cambridge Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3% in Q2 2026, selling an estimated $60.6K and leaving 57,089 shares worth $2.1M. The position accounts for 0.36% of the portfolio, ranked #44.

Cambridge Advisors first reported a position in SCHM in Q4 2014 and has held it in 47 quarters since. 286 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Cambridge Advisors held 57,089 shares of Schwab US Mid-Cap ETF worth $2.1M as of Q2 2026.
  • Cambridge Advisors sold 1,761 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $60.6K.
  • Schwab US Mid-Cap ETF made up 0.36% of Cambridge Advisors's portfolio in Q2 2026, its #44 holding.
  • Cambridge Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
  • 286 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.