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Ferguson Wellman Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Ferguson Wellman Capital 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 		$252K Hold
6,843
– – ﹤0.01% 394
2026
Q1 		$212K Hold
6,843
– – ﹤0.01% 393
2025
Q4 		$206K Hold
6,843
– – ﹤0.01% 352
2025
Q3 		$203K Buy
+6,843
New +$199K ﹤0.01% 347
2025
Q1 		– Sell
-8,034
Closed -$223K – 364
2024
Q4 		$223K Buy
+8,034
New +$229K ﹤0.01% 329

Other funds holding SCHM

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
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
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Ferguson Wellman Capital Management's SCHM Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 6,843 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Ferguson Wellman Capital Management first reported a position in SCHM in Q4 2024 and has held it in 5 quarters since. 430 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Ferguson Wellman Capital Management held 6,843 shares of Schwab US Mid-Cap ETF worth $252K as of Q2 2026.
  • Ferguson Wellman Capital Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #394 holding.
  • Ferguson Wellman Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 430 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.