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

Continuum Wealth 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	$732K	Hold	19,849	–	–	0.25%	38
2026 Q1	$615K	Sell	19,849 -522	-3%	-$16.6K	0.26%	36
2025 Q4	$613K	Hold	20,371	–	–	0.24%	40
2025 Q3	$604K	Sell	20,371 -200	-1%	-$5.82K	0.26%	34
2025 Q2	$577K	Sell	20,571 -840	-4%	-$22.2K	0.28%	28
2025 Q1	$561K	Sell	21,411 -2,417	-10%	-$67.3K	0.29%	29
2024 Q4	$660K	Sell	23,828 -64	-0.3%	-$1.82K	0.33%	28
2024 Q3	$662K	Sell	23,892 -909	-4%	-$24.2K	0.36%	29
2024 Q2	$643K	Sell	24,801 -705	-3%	-$18.4K	0.34%	24
2024 Q1	$692K	Sell	25,506 -303	-1%	-$7.73K	0.39%	23
2023 Q4	$648K	Sell	25,809 -534	-2%	-$12.2K	0.42%	21
2023 Q3	$594K	Sell	26,343 -30	-0.1%	-$711	0.42%	24
2023 Q2	$624K	Hold	26,373	–	–	0.44%	23
2023 Q1	$596K	Sell	26,373 -72,189	-73%	-$1.66M	0.49%	17
2022 Q4	$2.16M	Buy	+98,562	New	+$2.16M	2.14%	10

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

Continuum Wealth Advisors's SCHM Position: Q2 2026 in Review

Continuum Wealth Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 19,849 shares worth $732K. The position accounts for 0.25% of the portfolio, ranked #38.

Continuum Wealth Advisors first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.16M in Q4 2022. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Continuum Wealth Advisors held 19,849 shares of Schwab US Mid-Cap ETF worth $732K as of Q2 2026.
Continuum Wealth Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.25% of Continuum Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Continuum Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Continuum Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $2.16M in Q4 2022.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.