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Csenge Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Csenge Advisory 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 		$2.46M Sell
66,804
-1,774
-3% -$61.1K 0.1% 182
2026
Q1 		$2.12M Buy
68,578
+3,401
+5% +$108K 0.1% 176
2025
Q4 		$1.96M Buy
65,177
+5,588
+9% +$167K 0.09% 187
2025
Q3 		$1.77M Buy
59,589
+5,946
+11% +$173K 0.08% 188
2025
Q2 		$1.45M Buy
53,643
+5,141
+11% +$136K 0.08% 204
2025
Q1 		$1.19M Buy
48,502
+5,845
+14% +$163K 0.07% 229
2024
Q4 		$1.18M Sell
42,657
-65,481
-61% -$1.87M 0.06% 238
2024
Q3 		$1.01M Buy
108,138
+73,650
+214% +$1.96M 0.05% 272
2024
Q2 		$895K Sell
34,488
-306
-0.9% -$8.01K 0.05% 278
2024
Q1 		$944K Sell
34,794
-2,805
-7% -$71.5K 0.05% 275
2023
Q4 		$944K Sell
37,599
-3,576
-9% -$81.9K 0.06% 245
2023
Q3 		$929K Sell
41,175
-2,034
-5% -$48.2K 0.06% 221
2023
Q2 		$1.02M Buy
43,209
+3,543
+9% +$79.8K 0.07% 209
2023
Q1 		$897K Sell
39,666
-1,395
-3% -$32.1K 0.06% 228
2022
Q4 		$898K Sell
41,061
-5,160
-11% -$113K 0.07% 231
2022
Q3 		$933K Buy
46,221
+7,302
+19% +$163K 0.08% 212
2022
Q2 		$814K Buy
+38,919
New +$898K 0.07% 244

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

Csenge Advisory Group's SCHM Position: Q2 2026 in Review

Csenge Advisory Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.6% in Q2 2026, selling an estimated $61.1K and leaving 66,804 shares worth $2.46M. The position accounts for 0.1% of the portfolio, ranked #182.

Csenge Advisory Group first reported a position in SCHM in Q2 2022 and has held it in 17 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Csenge Advisory Group held 66,804 shares of Schwab US Mid-Cap ETF worth $2.46M as of Q2 2026.
  • Csenge Advisory Group sold 1,774 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $61.1K.
  • Schwab US Mid-Cap ETF made up 0.1% of Csenge Advisory Group's portfolio in Q2 2026, its #182 holding.
  • Csenge Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.