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Enclave Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Enclave Advisors’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 		$6.18M Buy
167,608
+155,431
+1,276% +$5.35M 0.78% 31
2026
Q1 		$377K Hold
12,177
– – 0.05% 103
2025
Q4 		$366K Sell
12,177
-1,525
-11% -$45.5K 0.05% 99
2025
Q3 		$406K Buy
13,702
+8
+0.1% +$233 0.06% 87
2025
Q2 		$384K Sell
13,694
-147
-1% -$3.88K 0.06% 84
2025
Q1 		$363K Sell
13,841
-207
-1% -$5.76K 0.06% 85
2024
Q4 		$389K Sell
14,048
-1,834
-12% -$52.3K 0.06% 87
2024
Q3 		$440K Buy
+15,882
New +$422K 0.07% 81

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Enclave Advisors's SCHM Position: Q2 2026 in Review

Enclave Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 1,276% in Q2 2026, buying an estimated $5.35M and bringing the position to 167,608 shares worth $6.18M. The position accounts for 0.78% of the portfolio, ranked #31.

Enclave Advisors first reported a position in SCHM in Q3 2024 and has held it in 8 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Enclave Advisors held 167,608 shares of Schwab US Mid-Cap ETF worth $6.18M as of Q2 2026.
  • Enclave Advisors bought 155,431 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $5.35M.
  • Schwab US Mid-Cap ETF made up 0.78% of Enclave Advisors's portfolio in Q2 2026, its #31 holding.
  • Enclave Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.