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

ETF Store’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 		$2M Sell
54,302
-1,815
-3% -$62.5K 1.67% 19
2026
Q1 		$1.74M Buy
56,117
+2,765
+5% +$88K 1.69% 19
2025
Q4 		$1.6M Buy
53,352
+154
+0.3% +$4.59K 1.64% 17
2025
Q3 		$1.58M Buy
53,198
+2,480
+5% +$72.2K 1.67% 17
2025
Q2 		$1.42M Buy
50,718
+2,820
+6% +$74.4K 1.65% 17
2025
Q1 		$1.25M Buy
47,898
+336
+0.7% +$9.36K 1.54% 18
2024
Q4 		$1.32M Buy
47,562
+4,566
+11% +$130K 1.63% 17
2024
Q3 		$1.19M Sell
42,996
-7,125
-14% -$189K 1.23% 19
2024
Q2 		$1.3M Sell
50,121
-21,828
-30% -$571K 1.34% 19
2024
Q1 		$1.95M Sell
71,949
-2,472
-3% -$63.1K 1.11% 18
2023
Q4 		$1.87M Buy
74,421
+5,064
+7% +$116K 1.21% 17
2023
Q3 		$1.54M Buy
69,357
+3,519
+5% +$83.4K 1.1% 17
2023
Q2 		$1.61M Buy
65,838
+3,084
+5% +$69.5K 1.13% 18
2023
Q1 		$1.39M Sell
62,754
-1,026
-2% -$23.6K 1.06% 18
2022
Q4 		$1.52M Buy
63,780
+11,304
+22% +$248K 1.17% 18
2022
Q3 		$1.06M Sell
52,476
-21
-0% -$469 0.92% 20
2022
Q2 		$1.11M Buy
52,497
+1,581
+3% +$36.5K 0.91% 20
2022
Q1 		$1.2M Sell
50,916
-924
-2% -$23.2K 0.95% 20
2021
Q4 		$1.32M Buy
+51,840
New +$1.38M 0.99% 21

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

ETF Store's SCHM Position: Q2 2026 in Review

ETF Store reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.2% in Q2 2026, selling an estimated $62.5K and leaving 54,302 shares worth $2M. The position accounts for 1.67% of the portfolio, ranked #19.

ETF Store first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. 546 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • ETF Store held 54,302 shares of Schwab US Mid-Cap ETF worth $2M as of Q2 2026.
  • ETF Store sold 1,815 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $62.5K.
  • Schwab US Mid-Cap ETF made up 1.67% of ETF Store's portfolio in Q2 2026, its #19 holding.
  • ETF Store first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 546 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on ETF Store's 13F filing for Q2 2026, filed 29 Jul 2026.