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Everest Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Everest Financial Group’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 		$863K Buy
23,419
+58
+0.2% +$2K 0.12% 107
2026
Q1 		$723K Buy
23,361
+7,078
+43% +$225K 0.12% 106
2025
Q4 		$490K Buy
+16,283
New +$485K 0.11% 60

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MGIA
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Jones Financial Companies
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AA
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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
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Wealth Enhancement Advisory Services
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Everest Financial Group's SCHM Position: Q2 2026 in Review

Everest Financial Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.25% in Q2 2026, buying an estimated $2K and bringing the position to 23,419 shares worth $863K. The position accounts for 0.12% of the portfolio, ranked #107.

Everest Financial Group first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 1,059 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Everest Financial Group held 23,419 shares of Schwab US Mid-Cap ETF worth $863K as of Q2 2026.
  • Everest Financial Group bought 58 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $2K.
  • Schwab US Mid-Cap ETF made up 0.12% of Everest Financial Group's portfolio in Q2 2026, its #107 holding.
  • Everest Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,059 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.