Cambridge Financial Group (Arizona)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cambridge Financial Group (Arizona)’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	$2.4M	Sell	65,011 -1,621	-2%	-$55.8K	0.75%	30
2026 Q1	$2.06M	Sell	66,632 -34,508	-34%	-$1.1M	0.7%	30
2025 Q4	$2.99M	Sell	101,140 -1,687	-2%	-$50.3K	1.04%	24
2025 Q3	$3.05M	Buy	102,827 +3,264	+3%	+$95K	0.98%	25
2025 Q2	$2.79M	Buy	99,563 +32,710	+49%	+$863K	1.05%	24
2025 Q1	$1.75M	Sell	66,853 -1,382	-2%	-$38.5K	0.74%	28
2024 Q4	$1.89M	Sell	68,235 -6,546	-9%	-$187K	0.81%	29
2024 Q3	$2.07M	Buy	74,781 +579	+0.8%	+$15.4K	0.86%	28
2024 Q2	$1.93M	Buy	74,202 +750	+1%	+$19.6K	0.88%	28
2024 Q1	$1.99M	Buy	73,452 +20,754	+39%	+$529K	0.95%	26
2023 Q4	$1.32M	Buy	+52,698	New	+$1.21M	0.69%	34

Other funds holding SCHM

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

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

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s SCHM Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.4% in Q2 2026, selling an estimated $55.8K and leaving 65,011 shares worth $2.4M. The position accounts for 0.75% of the portfolio, ranked #30.

Cambridge Financial Group (Arizona) first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.05M in Q3 2025. 400 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Cambridge Financial Group (Arizona) held 65,011 shares of Schwab US Mid-Cap ETF worth $2.4M as of Q2 2026.
Cambridge Financial Group (Arizona) sold 1,621 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $55.8K.
Schwab US Mid-Cap ETF made up 0.75% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #30 holding.
Cambridge Financial Group (Arizona) first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Cambridge Financial Group (Arizona)'s Schwab US Mid-Cap ETF position peaked at $3.05M in Q3 2025.
400 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.