EP Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.62M | Buy |
98,112
+6,469
| +7% | +$223K | 0.01% | 447 |
|
|
2026
Q1 | $2.84M | Buy |
91,643
+2,046
| +2% | +$65.1K | 0.01% | 405 |
|
|
2025
Q4 | $2.69M | Buy |
+89,597
| New | +$2.67M | 0.01% | 381 |
|
|
2025
Q2 | $2.59M | Buy |
92,257
+55,333
| +150% | +$1.46M | 0.02% | 363 |
|
|
2025
Q1 | $967K | Buy |
36,924
+386
| +1% | +$10.8K | 0.01% | 513 |
|
|
2024
Q4 | $1.01M | Buy |
36,538
+82
| +0.2% | +$2.34K | 0.01% | 496 |
|
|
2024
Q3 | $1.01M | Buy |
36,456
+672
| +2% | +$17.9K | 0.01% | 495 |
|
|
2024
Q2 | $928K | Sell |
35,784
-14,997
| -30% | -$392K | 0.01% | 406 |
|
|
2024
Q1 | $1.38M | Sell |
50,781
-4,590
| -8% | -$117K | 0.02% | 319 |
|
|
2023
Q4 | $1.39M | Buy |
55,371
+7,323
| +15% | +$168K | 0.02% | 318 |
|
|
2023
Q3 | $1.08M | Buy |
48,048
+22,284
| +86% | +$528K | 0.02% | 316 |
|
|
2023
Q2 | $1.1M | Sell |
25,764
-8,529
| -25% | -$192K | 0.02% | 312 |
|
|
2023
Q1 | $223K | Buy |
34,293
+6,255
| +22% | +$144K | ﹤0.01% | 553 |
|
|
2022
Q4 | $613K | Buy |
+28,038
| New | +$614K | 0.01% | 344 |
|
|
2022
Q3 | – | Sell |
-25,359
| Closed | -$530K | – | 580 |
|
|
2022
Q2 | $530K | Sell |
25,359
-10,047
| -28% | -$232K | 0.01% | 361 |
|
|
2022
Q1 | $895K | Buy |
35,406
+10,620
| +43% | +$266K | 0.02% | 292 |
|
|
2021
Q4 | $665K | Buy |
24,786
+30
| +0.1% | +$800 | 0.02% | 307 |
|
|
2021
Q3 | $633K | Sell |
24,756
-57
| -0.2% | -$1.49K | 0.02% | 296 |
|
|
2021
Q2 | $647K | Buy |
24,813
+210
| +0.9% | +$5.42K | 0.02% | 296 |
|
|
2021
Q1 | $610K | Sell |
24,603
-1,182
| -5% | -$28.7K | 0.02% | 288 |
|
|
2020
Q4 | $586K | Sell |
25,785
-495
| -2% | -$10.3K | 0.02% | 242 |
|
|
2020
Q3 | $486K | Buy |
+26,280
| New | +$487K | 0.02% | 230 |
|
|
2020
Q2 | – | Sell |
-14,850
| Closed | -$242K | – | 247 |
|
|
2020
Q1 | $209K | Sell |
14,850
-7,581
| -34% | -$139K | 0.01% | 344 |
|
|
2019
Q4 | $450K | Buy |
22,431
+90
| +0.4% | +$1.74K | 0.02% | 284 |
|
|
2019
Q3 | $421K | Sell |
22,341
-582
| -3% | -$11K | 0.02% | 236 |
|
|
2019
Q2 | $436K | Buy |
22,923
+348
| +2% | +$6.51K | 0.03% | 203 |
|
|
2019
Q1 | $417K | Sell |
22,575
-14,535
| -39% | -$260K | 0.04% | 177 |
|
|
2018
Q4 | $593K | Buy |
+37,110
| New | +$648K | 0.05% | 166 |
|
|
2018
Q1 | – | Sell |
-13,650
| Closed | -$242K | – | 218 |
|
|
2017
Q4 | $242K | Buy |
+13,650
| New | +$236K | 0.03% | 170 |
|
|
2016
Q1 | – | Sell |
-210,378
| Closed | -$2.81M | – | 161 |
|
|
2015
Q4 | $2.81M | Buy |
+210,378
| New | +$2.86M | 0.47% | 47 |
|
Other funds holding SCHM
MGIA
AA
LWMT
EP Wealth Advisors's SCHM Position: Q2 2026 in Review
EP Wealth Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 7.1% in Q2 2026, buying an estimated $223K and bringing the position to 98,112 shares worth $3.62M. The position accounts for 0.01% of the portfolio, ranked #447.
EP Wealth Advisors first reported a position in SCHM in Q4 2015 and has held it in 30 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- EP Wealth Advisors held 98,112 shares of Schwab US Mid-Cap ETF worth $3.62M as of Q2 2026.
- EP Wealth Advisors bought 6,469 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $223K.
- Schwab US Mid-Cap ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #447 holding.
- EP Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and has held it in 30 quarters since.
- 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.