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

Clarity Capital 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	$326K	Buy	8,854 +26	+0.3%	+$895	0.14%	86
2026 Q1	$273K	Buy	8,828 +22	+0.2%	+$700	0.13%	87
2025 Q4	$265K	Buy	8,806 +39	+0.4%	+$1.16K	0.13%	87
2025 Q3	$260K	Buy	8,767 +37	+0.4%	+$1.08K	0.14%	83
2025 Q2	$245K	Buy	8,730 +31	+0.4%	+$818	0.14%	83
2025 Q1	$228K	Buy	8,699 +26	+0.3%	+$724	0.15%	79
2024 Q4	$240K	Sell	8,673 -1,776	-17%	-$50.6K	0.16%	72
2024 Q3	$289K	Buy	10,449 +75	+0.7%	+$1.99K	0.21%	66
2024 Q2	$269K	Hold	10,374	–	–	0.21%	66
2024 Q1	$282K	Buy	10,374 +33	+0.3%	+$842	0.22%	65
2023 Q4	$260K	Buy	+10,341	New	+$237K	0.23%	65

Other funds holding SCHM

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

FFA

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

AWMS

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

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Clarity Capital Advisors's SCHM Position: Q2 2026 in Review

Clarity Capital Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.29% in Q2 2026, buying an estimated $895 and bringing the position to 8,854 shares worth $326K. The position accounts for 0.14% of the portfolio, ranked #86.

Clarity Capital Advisors first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 535 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Clarity Capital Advisors held 8,854 shares of Schwab US Mid-Cap ETF worth $326K as of Q2 2026.
Clarity Capital Advisors bought 26 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $895.
Schwab US Mid-Cap ETF made up 0.14% of Clarity Capital Advisors's portfolio in Q2 2026, its #86 holding.
Clarity Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
535 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.