Everstar Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Everstar Asset Management’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	$356K	Hold	9,654	–	–	0.17%	141
2026 Q1	$299K	Hold	9,654	–	–	0.16%	142
2025 Q4	$290K	Hold	9,654	–	–	0.16%	148
2025 Q3	$286K	Hold	9,654	–	–	0.16%	147
2025 Q2	$271K	Hold	9,654	–	–	0.17%	153
2025 Q1	$253K	Sell	9,654 -315	-3%	-$8.77K	0.17%	149
2024 Q4	$276K	Buy	9,969 +447	+5%	+$12.7K	0.2%	143
2024 Q3	$264K	Buy	+9,522	New	+$253K	0.18%	147

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Everstar Asset Management's SCHM Position: Q2 2026 in Review

Everstar Asset Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 9,654 shares worth $356K. The position accounts for 0.17% of the portfolio, ranked #141.

Everstar Asset Management first reported a position in SCHM in Q3 2024 and has held it in 8 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Everstar Asset Management held 9,654 shares of Schwab US Mid-Cap ETF worth $356K as of Q2 2026.
Everstar Asset Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.17% of Everstar Asset Management's portfolio in Q2 2026, its #141 holding.
Everstar Asset Management first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.