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Financial Solutions Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Financial Solutions Advisory Group’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 		$45.7M Sell
1,275,655
-3,901
-0.3% -$134K 5.78% 6
2026
Q1 		$39.6M Buy
+1,279,556
New +$40.7M 5.48% 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
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Financial Solutions Advisory Group's SCHM Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.3% in Q2 2026, selling an estimated $134K and leaving 1,275,655 shares worth $45.7M. The position accounts for 5.78% of the portfolio, ranked #6.

Financial Solutions Advisory Group first reported a position in SCHM in Q1 2026 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Financial Solutions Advisory Group held 1,275,655 shares of Schwab US Mid-Cap ETF worth $45.7M as of Q2 2026.
  • Financial Solutions Advisory Group sold 3,901 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $134K.
  • Schwab US Mid-Cap ETF made up 5.78% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #6 holding.
  • Financial Solutions Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.