Evolution Advisers’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Evolution Advisers’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	$154K	Hold	4,191	–	–	0.06%	62
2026 Q1	$129K	Hold	4,191	–	–	0.05%	54
2025 Q4	$126K	Hold	4,191	–	–	0.05%	56
2025 Q3	$124K	Hold	4,191	–	–	0.06%	56
2025 Q2	$117K	Hold	4,191	–	–	0.06%	55
2025 Q1	$109K	Hold	4,191	–	–	0.06%	59
2024 Q4	$116K	Hold	4,191	–	–	0.06%	53
2024 Q3	$116K	Hold	4,191	–	–	0.06%	51
2024 Q2	$108K	Hold	4,191	–	–	0.06%	51
2024 Q1	$114K	Hold	4,191	–	–	0.07%	50
2023 Q4	$105K	Buy	+4,191	New	+$96K	0.07%	51

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 $104B AUM 28.3% 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

Evolution Advisers's SCHM Position: Q2 2026 in Review

Evolution Advisers held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 4,191 shares worth $154K. The position accounts for 0.06% of the portfolio, ranked #62.

Evolution Advisers first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Evolution Advisers held 4,191 shares of Schwab US Mid-Cap ETF worth $154K as of Q2 2026.
Evolution Advisers left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.06% of Evolution Advisers's portfolio in Q2 2026, its #62 holding.
Evolution Advisers first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.