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

CWC 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	$629K	Buy	17,055 +217	+1%	+$7.47K	0.28%	90
2026 Q1	$521K	Sell	16,838 -1,582	-9%	-$50.4K	0.25%	91
2025 Q4	$554K	Sell	18,420 -51	-0.3%	-$1.52K	0.27%	88
2025 Q3	$547K	Hold	18,471	–	–	0.27%	88
2025 Q2	$518K	Sell	18,471 -55	-0.3%	-$1.45K	0.27%	78
2025 Q1	$485K	Sell	18,526 -52	-0.3%	-$1.45K	0.28%	78
2024 Q4	$515K	Buy	18,578 +146	+0.8%	+$4.16K	0.51%	55
2024 Q3	$511K	Buy	+18,432	New	+$490K	0.5%	56

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

CWC Advisors's SCHM Position: Q2 2026 in Review

CWC Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.3% in Q2 2026, buying an estimated $7.47K and bringing the position to 17,055 shares worth $629K. The position accounts for 0.28% of the portfolio, ranked #90.

CWC Advisors first reported a position in SCHM in Q3 2024 and has held it in 8 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

CWC Advisors held 17,055 shares of Schwab US Mid-Cap ETF worth $629K as of Q2 2026.
CWC Advisors bought 217 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $7.47K.
Schwab US Mid-Cap ETF made up 0.28% of CWC Advisors's portfolio in Q2 2026, its #90 holding.
CWC Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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