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

Everhart 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	$3.64M	Sell	98,643 -9,817	-9%	-$338K	0.23%	51
2026 Q1	$3.36M	Buy	108,460 +1,103	+1%	+$35.1K	0.29%	51
2025 Q4	$3.23M	Sell	107,357 -19,294	-15%	-$575K	0.3%	42
2025 Q3	$3.75M	Sell	126,651 -832	-0.7%	-$24.2K	0.38%	39
2025 Q2	$3.58M	Buy	127,483 +444	+0.3%	+$11.7K	0.41%	34
2025 Q1	$3.33M	Sell	127,039 -552	-0.4%	-$15.4K	0.46%	35
2024 Q4	$3.54M	Sell	127,591 -19,166	-13%	-$546K	0.73%	26
2024 Q3	$4.06M	Sell	146,757 -2,871	-2%	-$76.3K	0.9%	22
2024 Q2	$3.88M	Buy	149,628 +519	+0.3%	+$13.6K	1.01%	19
2024 Q1	$4.05M	Sell	149,109 -1,653	-1%	-$42.2K	1.18%	14
2023 Q4	$3.79M	Sell	150,762 -5,472	-4%	-$125K	1.34%	13
2023 Q3	$3.52M	Sell	156,234 -8,175	-5%	-$194K	1.5%	13
2023 Q2	$3.89M	Sell	164,409 -9,162	-5%	-$206K	1.61%	11
2023 Q1	$3.93M	Sell	173,571 -1,257	-0.7%	-$28.9K	1.76%	10
2022 Q4	$3.82M	Buy	174,828 +2,646	+2%	+$58K	1.92%	12
2022 Q3	$3.47M	Sell	172,182 -5,760	-3%	-$129K	1.92%	11
2022 Q2	$3.72M	Sell	177,942 -981	-0.5%	-$22.6K	2.26%	9
2022 Q1	$4.52M	Sell	178,923 -2,085	-1%	-$52.3K	2.61%	9
2021 Q4	$4.85M	Sell	181,008 -3,555	-2%	-$94.8K	2.93%	7
2021 Q3	$4.72M	Sell	184,563 -390	-0.2%	-$10.2K	3.23%	6
2021 Q2	$4.83M	Sell	184,953 -10,224	-5%	-$264K	3.32%	6
2021 Q1	$4.84M	Sell	195,177 -12,336	-6%	-$299K	4.25%	4
2020 Q4	$4.72M	Buy	+207,513	New	+$4.33M	4.35%	4

Other funds holding SCHM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Everhart Financial Group's SCHM Position: Q2 2026 in Review

Everhart Financial Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 9.1% in Q2 2026, selling an estimated $338K and leaving 98,643 shares worth $3.64M. The position accounts for 0.23% of the portfolio, ranked #51.

Everhart Financial Group first reported a position in SCHM in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.85M in Q4 2021. 213 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Everhart Financial Group held 98,643 shares of Schwab US Mid-Cap ETF worth $3.64M as of Q2 2026.
Everhart Financial Group sold 9,817 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $338K.
Schwab US Mid-Cap ETF made up 0.23% of Everhart Financial Group's portfolio in Q2 2026, its #51 holding.
Everhart Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Everhart Financial Group's Schwab US Mid-Cap ETF position peaked at $4.85M in Q4 2021.
213 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.