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Farther Finance Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Farther Finance Advisors’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 		$17.3M Buy
468,804
+29,185
+7% +$1M 0.13% 136
2026
Q1 		$13.7M Sell
439,619
-99,207
-18% -$3.16M 0.13% 134
2025
Q4 		$16.2M Buy
538,826
+158,469
+42% +$4.72M 0.17% 104
2025
Q3 		$11.3M Buy
380,357
+3,647
+1% +$106K 0.17% 103
2025
Q2 		$10.6M Buy
376,710
+24,080
+7% +$635K 0.21% 95
2025
Q1 		$9.28M Buy
352,630
+99,400
+39% +$2.77M 0.24% 88
2024
Q4 		$7.02M Buy
253,230
+211,758
+511% +$6.03M 0.25% 83
2024
Q3 		$1.15M Sell
41,472
-75,357
-65% -$2M 0.04% 313
2024
Q2 		$3M Sell
116,829
-1,524
-1% -$39.9K 0.15% 118
2024
Q1 		$3.19M Buy
118,353
+111,267
+1,570% +$2.84M 0.19% 98
2023
Q4 		$178K Buy
7,086
+2,268
+47% +$52K 0.01% 586
2023
Q3 		$109K Sell
4,818
-15,600
-76% -$370K 0.02% 529
2023
Q2 		$483K Sell
20,418
-438
-2% -$9.87K 0.11% 165
2023
Q1 		$472K Buy
20,856
+18,195
+684% +$419K 0.14% 137
2022
Q4 		$58.2K Buy
+2,661
New +$58.3K 0.02% 454

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors's SCHM Position: Q2 2026 in Review

Farther Finance Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 6.6% in Q2 2026, buying an estimated $1M and bringing the position to 468,804 shares worth $17.3M. The position accounts for 0.13% of the portfolio, ranked #136.

Farther Finance Advisors first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Farther Finance Advisors held 468,804 shares of Schwab US Mid-Cap ETF worth $17.3M as of Q2 2026.
  • Farther Finance Advisors bought 29,185 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1M.
  • Schwab US Mid-Cap ETF made up 0.13% of Farther Finance Advisors's portfolio in Q2 2026, its #136 holding.
  • Farther Finance Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.