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

Fingerlakes Wealth 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	$445K	Buy	12,060 +28	+0.2%	+$964	0.24%	74
2026 Q1	$373K	Buy	12,032 +28	+0.2%	+$892	0.25%	75
2025 Q4	$361K	Buy	12,004 +194	+2%	+$5.78K	0.23%	73
2025 Q3	$350K	Sell	11,810 -69	-0.6%	-$2.01K	0.23%	75
2025 Q2	$333K	Buy	11,879 +43	+0.4%	+$1.13K	0.25%	76
2025 Q1	$310K	Sell	11,836 -1,627	-12%	-$45.3K	0.26%	73
2024 Q4	$373K	Buy	13,463 +32	+0.2%	+$912	0.3%	67
2024 Q3	$372K	Buy	13,431 +24	+0.2%	+$638	0.31%	67
2024 Q2	$348K	Sell	13,407 -90	-0.7%	-$2.35K	0.31%	65
2024 Q1	$366K	Buy	13,497 +45	+0.3%	+$1.15K	0.35%	64
2023 Q4	$338K	Sell	13,452 -612	-4%	-$14K	0.36%	64
2023 Q3	$317K	Sell	14,064 -2,358	-14%	-$55.9K	0.39%	63
2023 Q2	$389K	Sell	16,422 -456	-3%	-$10.3K	0.45%	61
2023 Q1	$382K	Buy	16,878 +24	+0.1%	+$553	0.48%	62
2022 Q4	$369K	Buy	16,854 +42	+0.2%	+$920	0.51%	62
2022 Q3	$339K	Sell	16,812 -213	-1%	-$4.75K	0.49%	63
2022 Q2	$356K	Sell	17,025 -312	-2%	-$7.2K	0.49%	64
2022 Q1	$438K	Buy	17,337 +1,986	+13%	+$49.8K	0.51%	59
2021 Q4	$410K	Buy	+15,351	New	+$409K	0.46%	60

Other funds holding SCHM

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

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fingerlakes Wealth Management's SCHM Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.23% in Q2 2026, buying an estimated $964 and bringing the position to 12,060 shares worth $445K. The position accounts for 0.24% of the portfolio, ranked #74.

Fingerlakes Wealth Management first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. 400 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Fingerlakes Wealth Management held 12,060 shares of Schwab US Mid-Cap ETF worth $445K as of Q2 2026.
Fingerlakes Wealth Management bought 28 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $964.
Schwab US Mid-Cap ETF made up 0.24% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #74 holding.
Fingerlakes Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
400 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.