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Chesley Taft & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Chesley Taft & Associates’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 		$245K Buy
6,645
+2
+0% +$69 0.01% 347
2026
Q1 		$206K Sell
6,643
-34
-0.5% -$1.08K 0.01% 359
2025
Q4 		$201K Buy
+6,677
New +$199K 0.01% 368

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

Chesley Taft & Associates's SCHM Position: Q2 2026 in Review

Chesley Taft & Associates increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.03% in Q2 2026, buying an estimated $69 and bringing the position to 6,645 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #347.

Chesley Taft & Associates first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Chesley Taft & Associates held 6,645 shares of Schwab US Mid-Cap ETF worth $245K as of Q2 2026.
  • Chesley Taft & Associates bought 2 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $69.
  • Schwab US Mid-Cap ETF made up 0.01% of Chesley Taft & Associates's portfolio in Q2 2026, its #347 holding.
  • Chesley Taft & Associates first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.