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Dickmeyer Boyce Financial Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Dickmeyer Boyce Financial Management’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 		$377K Sell
10,235
-509
-5% -$17.5K 0.2% 102
2026
Q1 		$333K Buy
+10,744
New +$342K 0.2% 98

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MGIA
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Jones Financial Companies
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AA
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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

Dickmeyer Boyce Financial Management's SCHM Position: Q2 2026 in Review

Dickmeyer Boyce Financial Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.7% in Q2 2026, selling an estimated $17.5K and leaving 10,235 shares worth $377K. The position accounts for 0.2% of the portfolio, ranked #102.

Dickmeyer Boyce Financial Management first reported a position in SCHM in Q1 2026 and has held it in 2 quarters since. 1,062 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Dickmeyer Boyce Financial Management held 10,235 shares of Schwab US Mid-Cap ETF worth $377K as of Q2 2026.
  • Dickmeyer Boyce Financial Management sold 509 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $17.5K.
  • Schwab US Mid-Cap ETF made up 0.2% of Dickmeyer Boyce Financial Management's portfolio in Q2 2026, its #102 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.