CFS
SCHM icon

CRA Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

CRA Financial Services’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 		$2.38M Sell
64,454
-2,197
-3% -$75.6K 0.27% 73
2026
Q1 		$2.06M Sell
66,651
-12,458
-16% -$397K 0.27% 74
2025
Q4 		$2.38M Sell
79,109
-2,762
-3% -$82.3K 0.31% 68
2025
Q3 		$2.43M Sell
81,871
-506
-0.6% -$14.7K 0.33% 62
2025
Q2 		$2.31M Sell
82,377
-2,300
-3% -$60.7K 0.35% 57
2025
Q1 		$2.22M Sell
84,677
-5,307
-6% -$148K 0.38% 55
2024
Q4 		$2.49M Sell
89,984
-6,037
-6% -$172K 0.43% 48
2024
Q3 		$2.66M Sell
96,021
-2,511
-3% -$66.8K 0.49% 41
2024
Q2 		$2.56M Sell
98,532
-7,206
-7% -$189K 0.52% 39
2024
Q1 		$2.87M Buy
105,738
+234
+0.2% +$5.97K 0.62% 35
2023
Q4 		$2.65M Sell
105,504
-1,374
-1% -$31.5K 0.65% 31
2023
Q3 		$2.41M Buy
106,878
+144
+0.1% +$3.41K 0.66% 32
2023
Q2 		$2.53M Buy
106,734
+3,216
+3% +$72.5K 0.68% 32
2023
Q1 		$2.34M Buy
103,518
+3,888
+4% +$89.5K 0.7% 32
2022
Q4 		$2.18M Buy
99,630
+1,605
+2% +$35.2K 0.71% 31
2022
Q3 		$1.98M Sell
98,025
-1,311
-1% -$29.2K 0.71% 28
2022
Q2 		$2.08M Buy
99,336
+6,855
+7% +$158K 0.71% 28
2022
Q1 		$2.34M Sell
92,481
-618
-0.7% -$15.5K 0.7% 26
2021
Q4 		$2.5M Buy
93,099
+5,748
+7% +$153K 0.74% 24
2021
Q3 		$2.23M Buy
87,351
+2,880
+3% +$75.2K 0.76% 25
2021
Q2 		$2.2M Buy
84,471
+4,803
+6% +$124K 0.77% 25
2021
Q1 		$1.98M Buy
79,668
+8,067
+11% +$196K 0.76% 27
2020
Q4 		$1.63M Buy
71,601
+2,652
+4% +$55.3K 0.68% 30
2020
Q3 		$1.27M Buy
68,949
+4,503
+7% +$83.4K 0.61% 31
2020
Q2 		$1.13M Buy
64,446
+3,108
+5% +$50.7K 0.6% 36
2020
Q1 		$862K Buy
61,338
+4,707
+8% +$86.2K 0.55% 41
2019
Q4 		$1.14M Buy
56,631
+4,791
+9% +$92.8K 0.62% 41
2019
Q3 		$977K Buy
51,840
+7,299
+16% +$138K 0.59% 42
2019
Q2 		$848K Buy
44,541
+9,468
+27% +$177K 0.51% 48
2019
Q1 		$648K Sell
35,073
-4,041
-10% -$72.2K 0.42% 53
2018
Q4 		$625K Buy
+39,114
New +$683K 0.45% 52

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 $104B AUM 28.3% 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

CRA Financial Services's SCHM Position: Q2 2026 in Review

CRA Financial Services reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.3% in Q2 2026, selling an estimated $75.6K and leaving 64,454 shares worth $2.38M. The position accounts for 0.27% of the portfolio, ranked #73.

CRA Financial Services first reported a position in SCHM in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.87M in Q1 2024. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • CRA Financial Services held 64,454 shares of Schwab US Mid-Cap ETF worth $2.38M as of Q2 2026.
  • CRA Financial Services sold 2,197 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $75.6K.
  • Schwab US Mid-Cap ETF made up 0.27% of CRA Financial Services's portfolio in Q2 2026, its #73 holding.
  • CRA Financial Services first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • CRA Financial Services's Schwab US Mid-Cap ETF position peaked at $2.87M in Q1 2024.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.