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

Clearstead 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 		$12.8M Sell
347,443
-2,086
-0.6% -$71.8K 0.12% 148
2026
Q1 		$10.8M Buy
349,529
+2,998
+0.9% +$95.5K 0.1% 161
2025
Q4 		$10.4M Sell
346,531
-7,152
-2% -$213K 0.13% 137
2025
Q3 		$10.5M Sell
353,683
-2,038
-0.6% -$59.3K 0.14% 137
2025
Q2 		$9.98M Sell
355,721
-27,969
-7% -$738K 0.14% 132
2025
Q1 		$10.1M Buy
383,690
+18,123
+5% +$505K 0.16% 128
2024
Q4 		$10.1M Sell
365,567
-24,880
-6% -$709K 0.15% 130
2024
Q3 		$10.8M Buy
390,447
+12,567
+3% +$334K 0.17% 124
2024
Q2 		$9.8M Buy
377,880
+126,792
+50% +$3.32M 0.17% 126
2024
Q1 		$6.68M Buy
251,088
+20,232
+9% +$516K 0.33% 61
2023
Q4 		$5.8M Sell
230,856
-189,399
-45% -$4.34M 0.31% 67
2023
Q3 		$9.48M Buy
420,255
+215,196
+105% +$5.1M 0.28% 77
2023
Q2 		$4.86M Buy
205,059
+11,265
+6% +$254K 0.29% 70
2023
Q1 		$4.38M Buy
193,794
+285
+0.1% +$6.56K 0.32% 69
2022
Q4 		$4.23M Buy
193,509
+4,803
+3% +$105K 0.33% 67
2022
Q3 		$3.81M Buy
188,706
+17,451
+10% +$389K 0.35% 60
2022
Q2 		$3.58M Buy
171,255
+6,477
+4% +$149K 0.28% 78
2022
Q1 		$4.17M Buy
164,778
+408
+0.2% +$10.2K 0.28% 73
2021
Q4 		$4.41M Buy
164,370
+12,558
+8% +$335K 0.3% 67
2021
Q3 		$3.88M Buy
151,812
+61,191
+68% +$1.6M 0.29% 70
2021
Q2 		$2.36M Buy
90,621
+135
+0.1% +$3.49K 0.18% 102
2021
Q1 		$2.25M Buy
90,486
+9,945
+12% +$241K 0.19% 99
2020
Q4 		$1.83M Buy
80,541
+7,410
+10% +$155K 0.17% 105
2020
Q3 		$1.35M Sell
73,131
-1,767
-2% -$32.7K 0.14% 114
2020
Q2 		$1.31M Sell
74,898
-11,448
-13% -$187K 0.15% 109
2020
Q1 		$1.21M Buy
86,346
+58,413
+209% +$1.07M 0.18% 99
2019
Q4 		$560K Buy
27,933
+42
+0.2% +$813 0.07% 167
2019
Q3 		$526K Sell
27,891
-360
-1% -$6.8K 0.07% 162
2019
Q2 		$538K Sell
28,251
-1,365
-5% -$25.5K 0.07% 164
2019
Q1 		$547K Buy
+29,616
New +$529K 0.08% 158

Other funds holding SCHM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM

Clearstead Advisors's SCHM Position: Q2 2026 in Review

Clearstead Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.6% in Q2 2026, selling an estimated $71.8K and leaving 347,443 shares worth $12.8M. The position accounts for 0.12% of the portfolio, ranked #148.

Clearstead Advisors first reported a position in SCHM in Q1 2019 and has held it in 30 quarters since. 749 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Clearstead Advisors held 347,443 shares of Schwab US Mid-Cap ETF worth $12.8M as of Q2 2026.
  • Clearstead Advisors sold 2,086 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $71.8K.
  • Schwab US Mid-Cap ETF made up 0.12% of Clearstead Advisors's portfolio in Q2 2026, its #148 holding.
  • Clearstead Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • 749 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.