Cerity Partners
SCHM icon

Cerity Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cerity Partners’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 		$198M Buy
5,729,822
+219,018
+4% +$7.54M 0.24% 86
2026
Q1 		$171M Buy
5,510,804
+72,960
+1% +$2.32M 0.24% 82
2025
Q4 		$164M Buy
5,437,844
+1,495
+0% +$44.6K 0.24% 82
2025
Q3 		$161M Sell
5,436,349
-567,574
-9% -$16.5M 0.26% 77
2025
Q2 		$168M Sell
6,003,923
-904,308
-13% -$23.9M 0.3% 68
2025
Q1 		$181M Buy
6,908,231
+193,939
+3% +$5.4M 0.37% 55
2024
Q4 		$186M Sell
6,714,292
-80,015
-1% -$2.28M 0.4% 49
2024
Q3 		$188M Buy
6,794,307
+863,811
+15% +$23M 0.42% 44
2024
Q2 		$154M Sell
5,930,496
-22,602
-0.4% -$591K 0.41% 49
2024
Q1 		$162M Sell
5,953,098
-50,876,859
-90% -$1.3B 0.43% 48
2023
Q4 		$145M Buy
56,829,957
+53,298,330
+1,509% +$1.22B 0.48% 45
2023
Q3 		$79.7M Sell
3,531,627
-131,508
-4% -$3.12M 0.39% 64
2023
Q2 		$86.7M Buy
3,663,135
+730,212
+25% +$16.5M 0.34% 66
2023
Q1 		$67.7M Buy
2,932,923
+42,672
+1% +$983K 0.16% 98
2022
Q4 		$63.2M Buy
+2,890,251
New +$63.3M 0.4% 60
2022
Q3 		– Sell
-2,097,990
Closed -$43.9M – 1251
2022
Q2 		$43.9M Buy
2,097,990
+41,799
+2% +$965K 0.48% 39
2022
Q1 		$52M Sell
2,056,191
-27,618
-1% -$692K 0.81% 19
2021
Q4 		$55.9M Buy
+2,083,809
New +$55.6M 0.85% 21
2018
Q1 		– Sell
-11,970
Closed -$213K – 575
2017
Q4 		$213K Buy
+11,970
New +$207K 0.01% 521

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

Cerity Partners's SCHM Position: Q2 2026 in Review

Cerity Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 4% in Q2 2026, buying an estimated $7.54M and bringing the position to 5,729,822 shares worth $198M. The position accounts for 0.24% of the portfolio, ranked #86.

Cerity Partners first reported a position in SCHM in Q4 2017 and has held it in 19 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Cerity Partners held 5,729,822 shares of Schwab US Mid-Cap ETF worth $198M as of Q2 2026.
  • Cerity Partners bought 219,018 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $7.54M.
  • Schwab US Mid-Cap ETF made up 0.24% of Cerity Partners's portfolio in Q2 2026, its #86 holding.
  • Cerity Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 19 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.