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

Clearstead Trust’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	$26.7K	Hold	723	–	–	﹤0.01%	414
2026 Q1	$22.4K	Hold	723	–	–	﹤0.01%	421
2025 Q4	$21.7K	Hold	723	–	–	﹤0.01%	431
2025 Q3	$21.4K	Hold	723	–	–	﹤0.01%	424
2025 Q2	$20.3K	Hold	723	–	–	﹤0.01%	428
2025 Q1	$18.9K	Hold	723	–	–	﹤0.01%	361
2024 Q4	$20K	Hold	723	–	–	﹤0.01%	318
2024 Q3	$20K	Hold	723	–	–	﹤0.01%	307
2024 Q2	$18.8K	Hold	723	–	–	﹤0.01%	316
2024 Q1	$19.6K	Hold	723	–	–	0.01%	312
2023 Q4	$18.2K	Hold	723	–	–	0.01%	298
2023 Q3	$16.3K	Hold	723	–	–	0.01%	295
2023 Q2	$17.1K	Buy	+723	New	+$16.3K	0.01%	277

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clearstead Trust's SCHM Position: Q2 2026 in Review

Clearstead Trust held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 723 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Clearstead Trust first reported a position in SCHM in Q2 2023 and has held it in 13 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Clearstead Trust held 723 shares of Schwab US Mid-Cap ETF worth $26.7K as of Q2 2026.
Clearstead Trust left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #414 holding.
Clearstead Trust first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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