Family Investment Center’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Family Investment Center’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	$5.32M	Sell	144,342 -1,436	-1%	-$49.4K	0.88%	19
2026 Q1	$4.51M	Sell	145,778 -3,220	-2%	-$103K	0.87%	19
2025 Q4	$4.48M	Sell	148,998 -2,479	-2%	-$73.9K	0.9%	19
2025 Q3	$4.49M	Sell	151,477 -7,116	-4%	-$207K	0.93%	19
2025 Q2	$4.45M	Sell	158,593 -2,439	-2%	-$64.3K	1.01%	19
2025 Q1	$4.22M	Sell	161,032 -9,340	-5%	-$260K	1.03%	21
2024 Q4	$4.72M	Sell	170,372 -7,426	-4%	-$212K	1.2%	22
2024 Q3	$4.92M	Buy	177,798 +2,145	+1%	+$57K	1.24%	21
2024 Q2	$4.56M	Sell	175,653 -2,793	-2%	-$73.1K	1.36%	20
2024 Q1	$4.84M	Sell	178,446 -11,703	-6%	-$299K	1.56%	20
2023 Q4	$4.77M	Buy	190,149 +4,329	+2%	+$99.2K	2.4%	10
2023 Q3	$4.19M	Buy	185,820 +825	+0.4%	+$19.5K	2.53%	9
2023 Q2	$4.38M	Sell	184,995 -3,192	-2%	-$71.9K	2.8%	8
2023 Q1	$4.26M	Sell	188,187 -1,332	-0.7%	-$30.7K	2.92%	8
2022 Q4	$4.14M	Buy	+189,519	New	+$4.15M	3.02%	9

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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

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

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Family Investment Center's SCHM Position: Q2 2026 in Review

Family Investment Center reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.99% in Q2 2026, selling an estimated $49.4K and leaving 144,342 shares worth $5.32M. The position accounts for 0.88% of the portfolio, ranked #19.

Family Investment Center first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. 639 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Family Investment Center held 144,342 shares of Schwab US Mid-Cap ETF worth $5.32M as of Q2 2026.
Family Investment Center sold 1,436 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $49.4K.
Schwab US Mid-Cap ETF made up 0.88% of Family Investment Center's portfolio in Q2 2026, its #19 holding.
Family Investment Center first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
639 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026.