Family Legacy Financial Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Family Legacy Financial Solutions’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	$13.4M	Buy	363,994 +46,271	+15%	+$1.59M	8.18%	3
2026 Q1	$9.93M	Buy	317,723 +48,630	+18%	+$1.55M	8.03%	4
2025 Q4	$8.09M	Buy	269,093 +44,194	+20%	+$1.32M	6.24%	5
2025 Q3	$6.67M	Buy	224,899 +32,949	+17%	+$959K	5.1%	5
2025 Q2	$5.38M	Buy	+191,950	New	+$5.06M	4.57%	6

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

Family Legacy Financial Solutions's SCHM Position: Q2 2026 in Review

Family Legacy Financial Solutions increased its Schwab US Mid-Cap ETF (SCHM) stake by 15% in Q2 2026, buying an estimated $1.59M and bringing the position to 363,994 shares worth $13.4M. The position accounts for 8.18% of the portfolio, ranked #3.

Family Legacy Financial Solutions first reported a position in SCHM in Q2 2025 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Family Legacy Financial Solutions held 363,994 shares of Schwab US Mid-Cap ETF worth $13.4M as of Q2 2026.
Family Legacy Financial Solutions bought 46,271 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.59M.
Schwab US Mid-Cap ETF made up 8.18% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #3 holding.
Family Legacy Financial Solutions first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
211 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.