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CVA Family Office’s Schwab US Mid-Cap ETF SCHM Stock Holding History

CVA Family Office’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 		$2.02M Buy
54,878
+277
+0.5% +$9.53K 0.18% 77
2026
Q1 		$1.69M Sell
54,601
-579
-1% -$18.4K 0.18% 76
2025
Q4 		$1.66M Sell
55,180
-922
-2% -$27.5K 0.19% 73
2025
Q3 		$1.66M Buy
56,102
+444
+0.8% +$12.9K 0.21% 76
2025
Q2 		$1.56M Sell
55,658
-10,285
-16% -$271K 0.22% 76
2025
Q1 		$1.73M Buy
65,943
+14,636
+29% +$408K 0.26% 65
2024
Q4 		$1.42M Buy
51,307
+16,495
+47% +$470K 0.23% 73
2024
Q3 		$964K Buy
34,812
+9,783
+39% +$260K 0.16% 93
2024
Q2 		$649K Buy
25,029
+2,208
+10% +$57.8K 0.12% 118
2024
Q1 		$619K Buy
22,821
+1,179
+5% +$30.1K 0.11% 120
2023
Q4 		$543K Buy
21,642
+7,497
+53% +$172K 0.11% 123
2023
Q3 		$319K Buy
14,145
+1,086
+8% +$25.7K 0.07% 161
2023
Q2 		$309K Buy
13,059
+12
+0.1% +$270 0.06% 170
2023
Q1 		$295K Sell
13,047
-2,661
-17% -$61.3K 0.07% 170
2022
Q4 		$344K Sell
15,708
-114
-0.7% -$2.5K 0.08% 141
2022
Q3 		$319K Buy
15,822
+2,112
+15% +$47.1K 0.09% 136
2022
Q2 		$287K Buy
13,710
+9
+0.1% +$208 0.08% 130
2022
Q1 		$346K Buy
13,701
+39
+0.3% +$978 0.08% 127
2021
Q4 		$366K Buy
13,662
+57
+0.4% +$1.52K 0.09% 117
2021
Q3 		$252K Sell
13,605
-21
-0.2% -$549 0.18% 82
2021
Q2 		$355K Buy
13,626
+6
+0% +$155 0.1% 113
2021
Q1 		$338K Buy
13,620
+6
+0% +$146 0.13% 97
2020
Q4 		$309K Buy
13,614
+9
+0.1% +$188 0.19% 82
2020
Q3 		$252K Buy
13,605
+759
+6% +$14.1K 0.18% 82
2020
Q2 		$225K Sell
12,846
-22,086
-63% -$360K 0.19% 81
2020
Q1 		$491K Buy
34,932
+23,199
+198% +$425K 0.5% 42
2019
Q4 		$235K Buy
+11,733
New +$227K 0.22% 71

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

CVA Family Office's SCHM Position: Q2 2026 in Review

CVA Family Office increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.51% in Q2 2026, buying an estimated $9.53K and bringing the position to 54,878 shares worth $2.02M. The position accounts for 0.18% of the portfolio, ranked #77.

CVA Family Office first reported a position in SCHM in Q4 2019 and has held it in 27 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • CVA Family Office held 54,878 shares of Schwab US Mid-Cap ETF worth $2.02M as of Q2 2026.
  • CVA Family Office bought 277 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $9.53K.
  • Schwab US Mid-Cap ETF made up 0.18% of CVA Family Office's portfolio in Q2 2026, its #77 holding.
  • CVA Family Office first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.