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CJM Wealth Advisers’s Schwab US Mid-Cap ETF SCHM Stock Holding History

CJM Wealth Advisers’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 		$244K Hold
6,618
– – 0.06% 70
2026
Q1 		$205K Buy
+6,618
New +$211K 0.06% 69
2025
Q1 		– Sell
-7,441
Closed -$206K – 69
2024
Q4 		$206K Buy
+7,441
New +$212K 0.07% 67

Other funds holding SCHM

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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

CJM Wealth Advisers's SCHM Position: Q2 2026 in Review

CJM Wealth Advisers held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 6,618 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #70.

CJM Wealth Advisers first reported a position in SCHM in Q4 2024 and has held it in 3 quarters since. 278 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • CJM Wealth Advisers held 6,618 shares of Schwab US Mid-Cap ETF worth $244K as of Q2 2026.
  • CJM Wealth Advisers left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.06% of CJM Wealth Advisers's portfolio in Q2 2026, its #70 holding.
  • CJM Wealth Advisers first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 278 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.