EFS
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Econ Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Econ Financial 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 		$2.77M Sell
75,110
-2,256
-3% -$77.6K 1.29% 33
2026
Q1 		$2.4M Buy
77,366
+16,067
+26% +$512K 1.11% 38
2025
Q4 		$1.84M Sell
61,299
-573
-0.9% -$17.1K 0.92% 47
2025
Q3 		$1.83M Sell
61,872
-1,358
-2% -$39.5K 0.91% 46
2025
Q2 		$1.77M Buy
63,230
+822
+1% +$21.7K 0.91% 39
2025
Q1 		$1.64M Sell
62,408
-418
-0.7% -$11.6K 0.87% 41
2024
Q4 		$1.74M Sell
62,826
-2,445
-4% -$69.7K 1% 33
2024
Q3 		$1.81M Buy
65,271
+963
+1% +$25.6K 1.01% 22
2024
Q2 		$1.67M Buy
64,308
+1,257
+2% +$32.9K 1.03% 26
2024
Q1 		$1.71M Sell
63,051
-18,030
-22% -$460K 1.06% 29
2023
Q4 		$2.04M Sell
81,081
-1,290
-2% -$29.6K 1.43% 25
2023
Q3 		$1.86M Buy
+82,371
New +$1.95M 1.36% 29
2023
Q1 		– Sell
-21,456
Closed -$469K – 97
2022
Q4 		$469K Buy
21,456
+177
+0.8% +$3.88K 0.48% 42
2022
Q3 		$429K Sell
21,279
-137,421
-87% -$3.07M 0.35% 58
2022
Q2 		$3.32M Buy
158,700
+20,757
+15% +$479K 2.68% 8
2022
Q1 		$3.49M Sell
137,943
-101,547
-42% -$2.55M 2.58% 9
2021
Q4 		$7K Buy
+239,490
New +$6.39M 0.01% 136
2019
Q2 		$3.81M Buy
200,076
+49,617
+33% +$928K 5.27% 4
2019
Q1 		$2.78M Sell
150,459
-36,318
-19% -$649K 4.15% 7
2018
Q4 		$2.98M Buy
+186,777
New +$3.26M 4.55% 3

Other funds holding SCHM

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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Econ Financial Services's SCHM Position: Q2 2026 in Review

Econ Financial Services reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.9% in Q2 2026, selling an estimated $77.6K and leaving 75,110 shares worth $2.77M. The position accounts for 1.29% of the portfolio, ranked #33.

Econ Financial Services first reported a position in SCHM in Q4 2018 and has held it in 20 quarters since. The position peaked at $3.81M in Q2 2019. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Econ Financial Services held 75,110 shares of Schwab US Mid-Cap ETF worth $2.77M as of Q2 2026.
  • Econ Financial Services sold 2,256 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $77.6K.
  • Schwab US Mid-Cap ETF made up 1.29% of Econ Financial Services's portfolio in Q2 2026, its #33 holding.
  • Econ Financial Services first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 20 quarters since.
  • Econ Financial Services's Schwab US Mid-Cap ETF position peaked at $3.81M in Q2 2019.
  • 551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.