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

Fairman 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 		$191K Buy
5,188
+7
+0.1% +$241 0.15% 61
2026
Q1 		$160K Buy
5,181
+244
+5% +$7.77K 0.14% 62
2025
Q4 		$148K Buy
4,937
+10
+0.2% +$298 0.12% 62
2025
Q3 		$146K Buy
4,927
+9
+0.2% +$262 0.12% 63
2025
Q2 		$138K Buy
4,918
+8
+0.2% +$211 0.11% 64
2025
Q1 		$173K Sell
4,910
-1,330
-21% -$37K 0.16% 59
2024
Q4 		$173K Buy
6,240
+12
+0.2% +$342 0.14% 63
2024
Q3 		$172K Buy
6,228
+333
+6% +$8.86K 0.16% 63
2024
Q2 		$153K Buy
5,895
+381
+7% +$9.97K 0.16% 64
2024
Q1 		$150K Buy
5,514
+933
+20% +$23.8K 0.14% 60
2023
Q4 		$115K Buy
+4,581
New +$105K 0.11% 68

Other funds holding SCHM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM

Fairman Group's SCHM Position: Q2 2026 in Review

Fairman Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.14% in Q2 2026, buying an estimated $241 and bringing the position to 5,188 shares worth $191K. The position accounts for 0.15% of the portfolio, ranked #61.

Fairman Group first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 733 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Fairman Group held 5,188 shares of Schwab US Mid-Cap ETF worth $191K as of Q2 2026.
  • Fairman Group bought 7 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $241.
  • Schwab US Mid-Cap ETF made up 0.15% of Fairman Group's portfolio in Q2 2026, its #61 holding.
  • Fairman Group first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 733 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.