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

Centerpoint 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	$3.1M	Hold	84,000	–	–	0.88%	18
2026 Q1	$2.6M	Hold	84,000	–	–	0.85%	19
2025 Q4	$2.53M	Hold	84,000	–	–	0.78%	19
2025 Q3	$2.49M	Hold	84,000	–	–	0.77%	19
2025 Q2	$2.36M	Hold	84,000	–	–	0.8%	19
2025 Q1	$2.2M	Hold	84,000	–	–	0.81%	19
2024 Q4	$2.33M	Hold	84,000	–	–	0.82%	18
2024 Q3	$2.33M	Hold	84,000	–	–	0.81%	18
2024 Q2	$2.18M	Hold	84,000	–	–	0.79%	19
2024 Q1	$2.28M	Hold	84,000	–	–	0.85%	19
2023 Q4	$2.11M	Hold	84,000	–	–	0.83%	20
2023 Q3	$1.9M	Hold	84,000	–	–	0.8%	23
2023 Q2	$1.99M	Hold	84,000	–	–	0.81%	22
2023 Q1	$1.9M	Hold	84,000	–	–	0.83%	21
2022 Q4	$1.84M	Buy	+84,000	New	+$1.84M	0.86%	22

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Centerpoint Advisors's SCHM Position: Q2 2026 in Review

Centerpoint Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 84,000 shares worth $3.1M. The position accounts for 0.88% of the portfolio, ranked #18.

Centerpoint Advisors first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Centerpoint Advisors held 84,000 shares of Schwab US Mid-Cap ETF worth $3.1M as of Q2 2026.
Centerpoint Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.88% of Centerpoint Advisors's portfolio in Q2 2026, its #18 holding.
Centerpoint Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.