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

Evergreen 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 		– Sell
-922
Closed -$28.6K – 136
2026
Q1 		$28.6K Buy
+922
New +$29.4K 0.01% 84
2020
Q1 		– Sell
-77,175
Closed -$1.55M – 18
2019
Q4 		$1.55M Buy
77,175
+33
+0% +$639 0.88% 9
2019
Q3 		$1.45M Buy
77,142
+12
+0% +$227 0.89% 8
2019
Q2 		$1.47M Buy
77,130
+23,985
+45% +$449K 0.92% 8
2019
Q1 		$981K Buy
53,145
+12
+0% +$214 0.83% 6
2018
Q4 		$849K Buy
+53,133
New +$928K 0.84% 7

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

Evergreen Advisors's SCHM Position: Q2 2026 in Review

Evergreen Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 922 shares — an estimated $28.6K sold.

Evergreen Advisors first reported a position in SCHM in Q4 2018 and held it in 6 quarters. The position peaked at $1.55M in Q4 2019. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Evergreen Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Evergreen Advisors sold 922 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $28.6K.
  • Evergreen Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 6 quarters.
  • Evergreen Advisors's Schwab US Mid-Cap ETF position peaked at $1.55M in Q4 2019.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.