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Daybright Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Daybright Advisory Services’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 		$939K Sell
27,053
-2,282
-8% -$78.5K 0.22% 61
2026
Q1 		$908K Buy
29,335
+212
+0.7% +$6.75K 0.25% 62
2025
Q4 		$876K Buy
+29,123
New +$868K 0.23% 63

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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 $104B AUM 28.3% 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

Daybright Advisory Services's SCHM Position: Q2 2026 in Review

Daybright Advisory Services reduced its Schwab US Mid-Cap ETF (SCHM) stake by 7.8% in Q2 2026, selling an estimated $78.5K and leaving 27,053 shares worth $939K. The position accounts for 0.22% of the portfolio, ranked #61.

Daybright Advisory Services first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Daybright Advisory Services held 27,053 shares of Schwab US Mid-Cap ETF worth $939K as of Q2 2026.
  • Daybright Advisory Services sold 2,282 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $78.5K.
  • Schwab US Mid-Cap ETF made up 0.22% of Daybright Advisory Services's portfolio in Q2 2026, its #61 holding.
  • Daybright Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Daybright Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.