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Financial Synergies Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Financial Synergies Wealth 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 		$7.35M Sell
199,216
-12,666
-6% -$436K 0.62% 23
2026
Q1 		$6.56M Sell
211,882
-4,646
-2% -$148K 0.63% 22
2025
Q4 		$6.51M Sell
216,528
-2,994
-1% -$89.3K 0.63% 20
2025
Q3 		$6.51M Sell
219,522
-7,941
-3% -$231K 0.66% 19
2025
Q2 		$6.38M Buy
227,463
+6,198
+3% +$164K 0.69% 19
2025
Q1 		$5.8M Sell
221,265
-6,961
-3% -$194K 0.71% 20
2024
Q4 		$6.32M Buy
228,226
+5,476
+2% +$156K 0.78% 18
2024
Q3 		$6.17M Buy
222,750
+4,011
+2% +$107K 0.77% 18
2024
Q2 		$5.67M Sell
218,739
-4,959
-2% -$130K 0.76% 18
2024
Q1 		$6.07M Buy
223,698
+13,851
+7% +$353K 0.8% 19
2023
Q4 		$4.59M Sell
209,847
-23,235
-10% -$532K 0.71% 21
2023
Q3 		$5.26M Buy
233,082
+1,650
+0.7% +$39.1K 0.76% 21
2023
Q2 		$5.48M Buy
231,432
+22,029
+11% +$496K 0.77% 20
2023
Q1 		$4.74M Sell
209,403
-444
-0.2% -$10.2K 0.69% 20
2022
Q4 		$4.59M Buy
209,847
+119,265
+132% +$2.61M 0.71% 21
2022
Q3 		$1.83M Buy
90,582
+60,711
+203% +$1.35M 0.31% 27
2022
Q2 		$625K Buy
29,871
+21,429
+254% +$494K 0.1% 47
2022
Q1 		$213K Buy
8,442
+30
+0.4% +$752 0.03% 57
2021
Q4 		$226K Buy
+8,412
New +$224K 0.03% 65

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

Financial Synergies Wealth Advisors's SCHM Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6% in Q2 2026, selling an estimated $436K and leaving 199,216 shares worth $7.35M. The position accounts for 0.62% of the portfolio, ranked #23.

Financial Synergies Wealth Advisors first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. 474 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Financial Synergies Wealth Advisors held 199,216 shares of Schwab US Mid-Cap ETF worth $7.35M as of Q2 2026.
  • Financial Synergies Wealth Advisors sold 12,666 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $436K.
  • Schwab US Mid-Cap ETF made up 0.62% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Financial Synergies Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 474 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.