EI
SCHM icon

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

Ethic Inc’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 		$315K Buy
+8,547
New +$294K ﹤0.01% 1102

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
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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Ethic Inc's SCHM Position: Q2 2026 in Review

Ethic Inc opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 8,547 shares worth $315K. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings.

498 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Ethic Inc held 8,547 shares of Schwab US Mid-Cap ETF worth $315K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Ethic Inc position in Q2 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1102 holding.
  • 498 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.