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

Canvas Wealth 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	$302K	Sell	8,199 -896	-10%	-$30.8K	0.04%	191
2026 Q1	$282K	Buy	9,095 +2,402	+36%	+$76.5K	0.05%	182
2025 Q4	$201K	Hold	6,693	–	–	0.03%	215
2025 Q3	$201K	Buy	+6,693	New	+$195K	0.04%	207

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 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

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Canvas Wealth Advisors's SCHM Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 9.9% in Q2 2026, selling an estimated $30.8K and leaving 8,199 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #191.

Canvas Wealth Advisors first reported a position in SCHM in Q3 2025 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Canvas Wealth Advisors held 8,199 shares of Schwab US Mid-Cap ETF worth $302K as of Q2 2026.
Canvas Wealth Advisors sold 896 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $30.8K.
Schwab US Mid-Cap ETF made up 0.04% of Canvas Wealth Advisors's portfolio in Q2 2026, its #191 holding.
Canvas Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
211 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.