Cary Street Partners Investment Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cary Street Partners Investment Advisory’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	$54.1K	Buy	1,466 +449	+44%	+$15.5K	0.01%	584
2026 Q1	$31.5K	Buy	1,017 +654	+180%	+$20.8K	0.01%	586
2025 Q4	$10.9K	Buy	+363	New	+$10.8K	﹤0.01%	613
2025 Q2	–	Sell	-606	Closed	-$15.9K	–	608
2025 Q1	$15.9K	Buy	+606	New	+$16.9K	0.01%	459
2024 Q4	–	Sell	-295,938	Closed	-$8.2M	–	706
2024 Q3	$8.2M	Sell	295,938 -5,808	-2%	-$154K	0.3%	89
2024 Q2	$7.83M	Buy	301,746 +126	+0%	+$3.3K	0.32%	83
2024 Q1	$8.19M	Sell	301,620 -18,429	-6%	-$470K	0.35%	81
2023 Q4	$8.04M	Sell	320,049 -51,381	-14%	-$1.18M	0.38%	71
2023 Q3	$8.38M	Sell	371,430 -86,106	-19%	-$2.04M	0.45%	52
2023 Q2	$10.8M	Sell	457,536 -254,697	-36%	-$5.74M	0.7%	35
2023 Q1	$16.1M	Sell	712,233 -40,644	-5%	-$936K	1.16%	11
2022 Q4	$16.5M	Sell	752,877 -753	-0.1%	-$16.5K	1.21%	8
2022 Q3	$15.2M	Buy	753,630 +50,280	+7%	+$1.12M	1.25%	8
2022 Q2	$14.7M	Buy	+703,350	New	+$16.2M	1.25%	8
2020 Q4	–	Sell	-1,293	Closed	-$24K	–	768
2020 Q3	$24K	Buy	+1,293	New	+$24K	0.01%	616

Other funds holding SCHM

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Cary Street Partners Investment Advisory's SCHM Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Schwab US Mid-Cap ETF (SCHM) stake by 44% in Q2 2026, buying an estimated $15.5K and bringing the position to 1,466 shares worth $54.1K. The position accounts for 0.01% of the portfolio, ranked #584.

Cary Street Partners Investment Advisory first reported a position in SCHM in Q3 2020 and has held it in 15 quarters since. The position peaked at $16.5M in Q4 2022. 854 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Cary Street Partners Investment Advisory held 1,466 shares of Schwab US Mid-Cap ETF worth $54.1K as of Q2 2026.
Cary Street Partners Investment Advisory bought 449 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $15.5K.
Schwab US Mid-Cap ETF made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #584 holding.
Cary Street Partners Investment Advisory first reported a position in Schwab US Mid-Cap ETF in Q3 2020 and has held it in 15 quarters since.
Cary Street Partners Investment Advisory's Schwab US Mid-Cap ETF position peaked at $16.5M in Q4 2022.
854 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.