Empirical Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Empirical Wealth 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	$662K	Buy	17,946 +8,721	+95%	+$300K	0.01%	551
2026 Q1	$286K	Sell	9,225 -8,065	-47%	-$257K	﹤0.01%	812
2025 Q4	$520K	Sell	17,290 -2,936	-15%	-$87.5K	0.01%	496
2025 Q3	$600K	Buy	20,226 +7,407	+58%	+$216K	0.01%	429
2025 Q2	$360K	Sell	12,819 -7,800	-38%	-$206K	0.01%	486
2025 Q1	$540K	Buy	20,619 +9,022	+78%	+$251K	0.01%	392
2024 Q4	$321K	Buy	11,597 +2,210	+24%	+$63K	0.01%	488
2024 Q3	$260K	Sell	9,387 -162	-2%	-$4.31K	0.01%	489
2024 Q2	$248K	Sell	9,549 -2,019	-17%	-$52.8K	0.01%	488
2024 Q1	$314K	Sell	11,568 -7,293	-39%	-$186K	0.01%	433
2023 Q4	$474K	Sell	18,861 -2,247	-11%	-$51.5K	0.02%	330
2023 Q3	$476K	Sell	21,108 -5,847	-22%	-$139K	0.02%	311
2023 Q2	$638K	Buy	26,955 +5,112	+23%	+$115K	0.03%	274
2023 Q1	$494K	Buy	21,843 +18	+0.1%	+$415	0.02%	324
2022 Q4	$477K	Sell	21,825 -2,934	-12%	-$64.3K	0.02%	317
2022 Q3	$500K	Buy	24,759 +1,977	+9%	+$44.1K	0.03%	300
2022 Q2	$476K	Sell	22,782 -120	-0.5%	-$2.77K	0.03%	305
2022 Q1	$579K	Buy	22,902 +96	+0.4%	+$2.41K	0.03%	302
2021 Q4	$611K	Sell	22,806 -639	-3%	-$17K	0.03%	301
2021 Q3	$599K	Buy	23,445 +2,952	+14%	+$77.1K	0.03%	263
2021 Q2	$535K	Buy	20,493 +36	+0.2%	+$930	0.03%	288
2021 Q1	$508K	Buy	20,457 +1,575	+8%	+$38.2K	0.04%	247
2020 Q4	$429K	Sell	18,882 -5,208	-22%	-$109K	0.03%	266
2020 Q3	$445K	Buy	+24,090	New	+$446K	0.04%	228
2020 Q1	–	Sell	-24,771	Closed	-$497K	–	356
2019 Q4	$497K	Sell	24,771 -474	-2%	-$9.18K	0.05%	191
2019 Q3	$476K	Buy	25,245 +7,038	+39%	+$133K	0.06%	179
2019 Q2	$347K	Buy	+18,207	New	+$341K	0.05%	189

Other funds holding SCHM

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Empirical Wealth Management's SCHM Position: Q2 2026 in Review

Empirical Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 95% in Q2 2026, buying an estimated $300K and bringing the position to 17,946 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #551.

Empirical Wealth Management first reported a position in SCHM in Q2 2019 and has held it in 27 quarters since. 867 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Empirical Wealth Management held 17,946 shares of Schwab US Mid-Cap ETF worth $662K as of Q2 2026.
Empirical Wealth Management bought 8,721 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $300K.
Schwab US Mid-Cap ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #551 holding.
Empirical Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and has held it in 27 quarters since.
867 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.