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

Carolina 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 		$845K Sell
22,910
-1,387
-6% -$47.7K 0.33% 67
2026
Q1 		$752K Sell
24,297
-2,645
-10% -$84.2K 0.31% 67
2025
Q4 		$810K Sell
26,942
-2,838
-10% -$84.6K 0.36% 48
2025
Q3 		$883K Sell
29,780
-114,039
-79% -$3.32M 0.38% 48
2025
Q2 		$4.03M Sell
143,819
-1,762
-1% -$46.5K 1.99% 20
2025
Q1 		$3.81M Sell
145,581
-1,813
-1% -$50.5K 2.06% 17
2024
Q4 		$4.08M Sell
147,394
-14,402
-9% -$410K 2.2% 18
2024
Q3 		$4.48M Sell
161,796
-3,297
-2% -$87.7K 2.28% 19
2024
Q2 		$4.28M Buy
165,093
+12,882
+8% +$337K 2.1% 21
2024
Q1 		$4.13M Buy
152,211
+2,598
+2% +$66.3K 2.24% 17
2023
Q4 		$3.76M Sell
149,613
-1,983
-1% -$45.4K 1.95% 21
2023
Q3 		$3.42M Sell
151,596
-10,533
-6% -$250K 1.93% 21
2023
Q2 		$3.84M Buy
162,129
+1,926
+1% +$43.4K 2.31% 20
2023
Q1 		$3.62M Sell
160,203
-1,656
-1% -$38.1K 2.12% 19
2022
Q4 		$3.54M Sell
161,859
-828
-0.5% -$18.1K 2.23% 20
2022
Q3 		$3.28M Buy
162,687
+1,869
+1% +$41.7K 2.58% 18
2022
Q2 		$3.36M Sell
160,818
-3,198
-2% -$73.8K 2.22% 22
2022
Q1 		$4.15M Buy
164,016
+2,442
+2% +$61.2K 2.62% 15
2021
Q4 		$4.33M Buy
161,574
+3,603
+2% +$96.1K 2.45% 18
2021
Q3 		$4.04M Buy
157,971
+1,542
+1% +$40.3K 2.67% 17
2021
Q2 		$4.08M Sell
156,429
-4,368
-3% -$113K 2.75% 15
2021
Q1 		$3.99M Sell
160,797
-6,600
-4% -$160K 2.91% 13
2020
Q4 		$3.8M Sell
167,397
-48,693
-23% -$1.02M 3.06% 12
2020
Q3 		$4M Buy
216,090
+6,489
+3% +$120K 3.51% 9
2020
Q2 		$3.68M Buy
209,601
+2,385
+1% +$38.9K 3.55% 9
2020
Q1 		$2.91M Buy
207,216
+28,536
+16% +$523K 3.37% 7
2019
Q4 		$3.58M Buy
+178,680
New +$3.46M 3.39% 8

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Carolina Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 5.7% in Q2 2026, selling an estimated $47.7K and leaving 22,910 shares worth $845K. The position accounts for 0.33% of the portfolio, ranked #67.

Carolina Wealth Advisors first reported a position in SCHM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.48M in Q3 2024. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Carolina Wealth Advisors held 22,910 shares of Schwab US Mid-Cap ETF worth $845K as of Q2 2026.
  • Carolina Wealth Advisors sold 1,387 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $47.7K.
  • Schwab US Mid-Cap ETF made up 0.33% of Carolina Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Carolina Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $4.48M in Q3 2024.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.