CFG
SCHM icon

Clayton Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Clayton Financial Group’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 		$298K Sell
8,096
-430
-5% -$14.8K 0.17% 49
2026
Q1 		$264K Buy
8,526
+20
+0.2% +$637 0.14% 64
2025
Q4 		$256K Buy
8,506
+21
+0.2% +$626 0.13% 66
2025
Q3 		$252K Buy
8,485
+931
+12% +$27.1K 0.18% 46
2025
Q2 		$212K Sell
7,554
-81,782
-92% -$2.16M 0.25% 27
2025
Q1 		$2.34M Buy
89,336
+1,921
+2% +$53.5K 0.86% 28
2024
Q4 		$2.42M Buy
87,415
+1,603
+2% +$45.7K 0.87% 28
2024
Q3 		$2.38M Buy
85,812
+9,819
+13% +$261K 0.89% 26
2024
Q2 		$2.06M Buy
75,993
+3,612
+5% +$94.5K 0.89% 25
2024
Q1 		$1.96M Sell
72,381
-3,024
-4% -$77.1K 0.89% 25
2023
Q4 		$1.89M Buy
+75,405
New +$1.73M 1.18% 21

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 $103B AUM 28.65% 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

Clayton Financial Group's SCHM Position: Q2 2026 in Review

Clayton Financial Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 5% in Q2 2026, selling an estimated $14.8K and leaving 8,096 shares worth $298K. The position accounts for 0.17% of the portfolio, ranked #49.

Clayton Financial Group first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.42M in Q4 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Clayton Financial Group held 8,096 shares of Schwab US Mid-Cap ETF worth $298K as of Q2 2026.
  • Clayton Financial Group sold 430 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $14.8K.
  • Schwab US Mid-Cap ETF made up 0.17% of Clayton Financial Group's portfolio in Q2 2026, its #49 holding.
  • Clayton Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Clayton Financial Group's Schwab US Mid-Cap ETF position peaked at $2.42M in Q4 2024.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.