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

Curtis 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	$467K	Hold	12,653	–	–	0.09%	92
2026 Q1	$392K	Sell	12,653 -832	-6%	-$26.5K	0.08%	102
2025 Q4	$405K	Sell	13,485 -635	-4%	-$18.9K	0.09%	94
2025 Q3	$419K	Sell	14,120 -3,424	-20%	-$99.7K	0.09%	84
2025 Q2	$492K	Buy	17,544 +2,170	+14%	+$57.2K	0.12%	74
2025 Q1	$403K	Buy	15,374 +9	+0.1%	+$251	0.12%	78
2024 Q4	$426K	Sell	15,365 -1,627	-10%	-$46.4K	0.11%	74
2024 Q3	$471K	Sell	16,992 -279	-2%	-$7.42K	0.13%	67
2024 Q2	$448K	Buy	17,271 +6	+0%	+$157	0.16%	64
2024 Q1	$469K	Sell	17,265 -801	-4%	-$20.4K	0.18%	64
2023 Q4	$454K	Sell	18,066 -768	-4%	-$17.6K	0.21%	63
2023 Q3	$425K	Sell	18,834 -546	-3%	-$12.9K	0.14%	64
2023 Q2	$459K	Sell	19,380 -1,125	-5%	-$25.4K	0.15%	62
2023 Q1	$464K	Sell	20,505 -846	-4%	-$19.5K	0.17%	58
2022 Q4	$467K	Sell	21,351 -55,464	-72%	-$1.22M	0.19%	54
2022 Q3	$1.55M	Buy	76,815 +47,415	+161%	+$1.06M	0.64%	24
2022 Q2	$615K	Buy	29,400 +2,541	+9%	+$58.6K	0.24%	48
2022 Q1	$679K	Sell	26,859 -2,652	-9%	-$66.5K	0.23%	44
2021 Q4	$791K	Sell	29,511 -41,130	-58%	-$1.1M	0.26%	45
2021 Q3	$1.8M	Sell	70,641 -426	-0.6%	-$11.1K	0.66%	26
2021 Q2	$1.85M	Sell	71,067 -609	-0.8%	-$15.7K	0.8%	23
2021 Q1	$1.78M	Sell	71,676 -2,196	-3%	-$53.3K	0.79%	26
2020 Q4	$1.68M	Sell	73,872 -2,214	-3%	-$46.2K	0.82%	23
2020 Q3	$1.41M	Buy	76,086 +1,914	+3%	+$35.5K	0.83%	20
2020 Q2	$1.3M	Buy	74,172 +13,629	+23%	+$222K	0.93%	19
2020 Q1	$851K	Sell	60,543 -12,045	-17%	-$221K	0.56%	20
2019 Q4	$1.46M	Buy	+72,588	New	+$1.41M	0.84%	17

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 $104B AUM 28.3% 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

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

Curtis Advisory Group held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 12,653 shares worth $467K. The position accounts for 0.09% of the portfolio, ranked #92.

Curtis Advisory Group first reported a position in SCHM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.85M in Q2 2021. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Curtis Advisory Group held 12,653 shares of Schwab US Mid-Cap ETF worth $467K as of Q2 2026.
Curtis Advisory Group left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.09% of Curtis Advisory Group's portfolio in Q2 2026, its #92 holding.
Curtis Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Curtis Advisory Group's Schwab US Mid-Cap ETF position peaked at $1.85M in Q2 2021.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.