Diligent Investors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Diligent Investors’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	$778K	Buy	21,102 +1,691	+9%	+$58.2K	0.17%	164
2026 Q1	$601K	Hold	19,411	–	–	0.15%	173
2025 Q4	$584K	Hold	19,411	–	–	0.14%	178
2025 Q3	$575K	Buy	19,411 +1,000	+5%	+$29.1K	0.15%	174
2025 Q2	$516K	Hold	18,411	–	–	0.12%	191
2025 Q1	$482K	Sell	18,411 -15,300	-45%	-$426K	0.12%	205
2024 Q4	$934K	Hold	33,711	–	–	0.21%	130
2024 Q3	$934K	Sell	33,711 -450	-1%	-$12K	0.22%	134
2024 Q2	$886K	Hold	34,161	–	–	0.22%	130
2024 Q1	$927K	Sell	34,161 -135	-0.4%	-$3.44K	0.23%	123
2023 Q4	$861K	Sell	34,296 -1,200	-3%	-$27.5K	0.24%	111
2023 Q3	$801K	Sell	35,496 -3,165	-8%	-$75K	0.24%	104
2023 Q2	$915K	Buy	38,661 +2,370	+7%	+$53.4K	0.27%	92
2023 Q1	$821K	Hold	36,291	–	–	0.25%	101
2022 Q4	$794K	Buy	36,291 +1,500	+4%	+$32.9K	0.26%	96
2022 Q3	$702K	Hold	34,791	–	–	0.25%	99
2022 Q2	$727K	Hold	34,791	–	–	0.25%	99
2022 Q1	$880K	Buy	34,791 +525	+2%	+$13.2K	0.26%	91
2021 Q4	$919K	Buy	+34,266	New	+$914K	0.26%	88

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

Diligent Investors's SCHM Position: Q2 2026 in Review

Diligent Investors increased its Schwab US Mid-Cap ETF (SCHM) stake by 8.7% in Q2 2026, buying an estimated $58.2K and bringing the position to 21,102 shares worth $778K. The position accounts for 0.17% of the portfolio, ranked #164.

Diligent Investors first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $934K in Q4 2024. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Diligent Investors held 21,102 shares of Schwab US Mid-Cap ETF worth $778K as of Q2 2026.
Diligent Investors bought 1,691 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $58.2K.
Schwab US Mid-Cap ETF made up 0.17% of Diligent Investors's portfolio in Q2 2026, its #164 holding.
Diligent Investors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Diligent Investors's Schwab US Mid-Cap ETF position peaked at $934K in Q4 2024.
1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.