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

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

Diversify Advisory Services opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 165,405 shares worth $5.78M. The stake represents 0.1% of the portfolio and ranks #201 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SCHM as recently as Q4 2025.

Diversify Advisory Services first reported a position in SCHM in Q1 2024 and has held it in 9 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

• Diversify Advisory Services held 165,405 shares of Schwab US Mid-Cap ETF worth $5.78M as of Q2 2026.
• Schwab US Mid-Cap ETF was a new Diversify Advisory Services position in Q2 2026.
• Schwab US Mid-Cap ETF made up 0.1% of Diversify Advisory Services's portfolio in Q2 2026, its #201 holding.
• Diversify Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
• 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.