CX Institutional’s Schwab US Mid-Cap ETF SCHM Stock Holding History

CX Institutional’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	$6.37M	Buy	172,713 +17,249	+11%	+$594K	0.18%	134
2026 Q1	$4.81M	Buy	155,464 +82,391	+113%	+$2.62M	0.15%	166
2025 Q4	$2.2M	Buy	73,073 +1,303	+2%	+$38.8K	0.07%	195
2025 Q3	$2.13M	Sell	71,770 -49,826	-41%	-$1.45M	0.06%	206
2025 Q2	$3.41M	Buy	121,596 +118,606	+3,967%	+$3.13M	0.12%	159
2025 Q1	$78K	Buy	+2,990	New	+$83.3K	﹤0.01%	779
2023 Q4	–	Sell	-40,551	Closed	-$915K	–	567
2023 Q3	$915K	Buy	+40,551	New	+$961K	0.05%	264
2023 Q2	–	Sell	-136,347	Closed	-$3.08M	–	536
2023 Q1	$3.08M	Buy	+136,347	New	+$3.14M	0.16%	182

Other funds holding SCHM

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

CX Institutional's SCHM Position: Q2 2026 in Review

CX Institutional increased its Schwab US Mid-Cap ETF (SCHM) stake by 11% in Q2 2026, buying an estimated $594K and bringing the position to 172,713 shares worth $6.37M. The position accounts for 0.18% of the portfolio, ranked #134.

CX Institutional first reported a position in SCHM in Q1 2023 and has held it in 8 quarters since. 237 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

CX Institutional held 172,713 shares of Schwab US Mid-Cap ETF worth $6.37M as of Q2 2026.
CX Institutional bought 17,249 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $594K.
Schwab US Mid-Cap ETF made up 0.18% of CX Institutional's portfolio in Q2 2026, its #134 holding.
CX Institutional first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 8 quarters since.
237 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.