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

Family 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	$291K	Hold	7,896	–	–	0.03%	228
2026 Q1	$244K	Hold	7,896	–	–	0.03%	233
2025 Q4	$237K	Hold	7,896	–	–	0.03%	209
2025 Q3	$234K	Hold	7,896	–	–	0.03%	192
2025 Q2	$221K	Hold	7,896	–	–	0.03%	171
2025 Q1	$207K	Hold	7,896	–	–	0.03%	171
2024 Q4	$219K	Hold	7,896	–	–	0.04%	152
2024 Q3	$219K	Hold	7,896	–	–	0.04%	153
2024 Q2	$205K	Hold	7,896	–	–	0.04%	142
2024 Q1	$214K	Hold	7,896	–	–	0.04%	145
2023 Q4	$198K	Hold	7,896	–	–	0.04%	133
2023 Q3	$178K	Hold	7,896	–	–	0.04%	126
2023 Q2	$187K	Hold	7,896	–	–	0.04%	134
2023 Q1	$179K	Hold	7,896	–	–	0.04%	120
2022 Q4	$173K	Hold	7,896	–	–	0.04%	138
2022 Q3	$159K	Hold	7,896	–	–	0.04%	132
2022 Q2	$165K	Hold	7,896	–	–	0.04%	146
2022 Q1	$200K	Hold	7,896	–	–	0.06%	151
2021 Q4	$212K	Hold	7,896	–	–	0.06%	160
2021 Q3	$202K	Hold	7,896	–	–	0.06%	154
2021 Q2	$206K	Hold	7,896	–	–	0.05%	173
2021 Q1	$196K	Hold	7,896	–	–	0.06%	145
2020 Q4	$179K	Buy	+7,896	New	+$165K	0.06%	152

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

Family Management's SCHM Position: Q2 2026 in Review

Family Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 7,896 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #228.

Family Management first reported a position in SCHM in Q4 2020 and has held it in 23 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Family Management held 7,896 shares of Schwab US Mid-Cap ETF worth $291K as of Q2 2026.
Family Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.03% of Family Management's portfolio in Q2 2026, its #228 holding.
Family Management first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.