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

Cynosure 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	–	Sell	-28,603	Closed	-$886K	–	245
2026 Q1	$886K	Buy	28,603 +8	+0%	+$255	0.11%	56
2025 Q4	$860K	Sell	28,595 -21,459	-43%	-$640K	0.09%	78
2025 Q3	$1.48M	Buy	50,054 +20,557	+70%	+$598K	0.16%	54
2025 Q2	$827K	Buy	29,497 +90	+0.3%	+$2.37K	0.09%	110
2025 Q1	$770K	Buy	29,407 +74	+0.3%	+$2.06K	0.11%	93
2024 Q4	$813K	Buy	29,333 +101	+0.3%	+$2.88K	0.12%	91
2024 Q3	$810K	Hold	29,232	–	–	0.12%	90
2024 Q2	$758K	Hold	29,232	–	–	0.12%	111
2024 Q1	$793K	Hold	29,232	–	–	0.14%	77
2023 Q4	$734K	Hold	29,232	–	–	0.13%	107
2023 Q3	$659K	Sell	29,232 -16,971	-37%	-$402K	0.2%	99
2023 Q2	$1.09M	Buy	+46,203	New	+$1.04M	0.33%	71

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

Cynosure Group's SCHM Position: Q2 2026 in Review

Cynosure Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 28,603 shares — an estimated $886K sold.

Cynosure Group first reported a position in SCHM in Q2 2023 and held it in 12 quarters. The position peaked at $1.48M in Q3 2025. 1,071 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Cynosure Group reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Cynosure Group sold 28,603 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $886K.
Cynosure Group first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and held it in 12 quarters.
Cynosure Group's Schwab US Mid-Cap ETF position peaked at $1.48M in Q3 2025.
1,071 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.