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

Eley 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	$888K	Sell	24,077 -360	-1%	-$12.4K	0.29%	57
2026 Q1	$757K	Sell	24,437 -226	-0.9%	-$7.2K	0.27%	58
2025 Q4	$742K	Sell	24,663 -122	-0.5%	-$3.64K	0.27%	58
2025 Q3	$735K	Sell	24,785 -911	-4%	-$26.5K	0.26%	59
2025 Q2	$721K	Sell	25,696 -936	-4%	-$24.7K	0.28%	60
2025 Q1	$701K	Buy	26,632 +157	+0.6%	+$4.37K	0.28%	61
2024 Q4	$734K	Sell	26,475 -831	-3%	-$23.7K	0.29%	60
2024 Q3	$756K	Sell	27,306 -9	-0%	-$239	0.3%	60
2024 Q2	$709K	Sell	27,315 -720	-3%	-$18.8K	0.3%	59
2024 Q1	$761K	Sell	28,035 -666	-2%	-$17K	0.33%	59
2023 Q4	$721K	Buy	28,701 +288	+1%	+$6.6K	0.34%	59
2023 Q3	$643K	Sell	28,413 -2,067	-7%	-$49K	0.33%	59
2023 Q2	$722K	Buy	30,480 +234	+0.8%	+$5.27K	0.35%	58
2023 Q1	$684K	Sell	30,246 -1,515	-5%	-$34.9K	0.35%	60
2022 Q4	$695K	Buy	+31,761	New	+$696K	0.37%	58

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

Eley Financial Management's SCHM Position: Q2 2026 in Review

Eley Financial Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.5% in Q2 2026, selling an estimated $12.4K and leaving 24,077 shares worth $888K. The position accounts for 0.29% of the portfolio, ranked #57.

Eley Financial Management first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Eley Financial Management held 24,077 shares of Schwab US Mid-Cap ETF worth $888K as of Q2 2026.
Eley Financial Management sold 360 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $12.4K.
Schwab US Mid-Cap ETF made up 0.29% of Eley Financial Management's portfolio in Q2 2026, its #57 holding.
Eley Financial Management first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Eley Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.