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Flagship Harbor Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Flagship Harbor 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 		$793K Buy
21,499
+982
+5% +$33.8K 0.03% 400
2026
Q1 		$635K Buy
20,517
+16
+0.1% +$509 0.03% 416
2025
Q4 		$616K Sell
20,501
-613
-3% -$18.3K 0.03% 402
2025
Q3 		$626K Sell
21,114
-27,338
-56% -$796K 0.03% 436
2025
Q2 		$1.36M Sell
48,452
-1,276
-3% -$33.7K 0.06% 256
2025
Q1 		$1.3M Buy
49,728
+518
+1% +$14.4K 0.07% 240
2024
Q4 		$1.36M Buy
49,210
+2,032
+4% +$57.9K 0.07% 230
2024
Q3 		$1.31M Buy
47,178
+249
+0.5% +$6.62K 0.07% 234
2024
Q2 		$1.22M Sell
46,929
-255
-0.5% -$6.67K 0.07% 239
2024
Q1 		$1.28M Buy
47,184
+1,956
+4% +$49.9K 0.08% 215
2023
Q4 		$1.14M Sell
45,228
-2,397
-5% -$54.9K 0.08% 214
2023
Q3 		$1.07M Buy
47,625
+1,830
+4% +$43.4K 0.09% 203
2023
Q2 		$1.08M Buy
45,795
+6,360
+16% +$143K 0.09% 205
2023
Q1 		$892K Buy
39,435
+1,620
+4% +$37.3K 0.08% 235
2022
Q4 		$827K Sell
37,815
-228
-0.6% -$5K 0.08% 244
2022
Q3 		$768K Buy
38,043
+6,369
+20% +$142K 0.09% 226
2022
Q2 		$662K Buy
+31,674
New +$731K 0.07% 272
2020
Q4 		– Sell
-255
Closed -$4K – 1541
2020
Q3 		$4K Sell
255
-285
-53% -$5.28K ﹤0.01% 1601
2020
Q2 		$9K Sell
540
-2,283
-81% -$37.2K ﹤0.01% 1393
2020
Q1 		$40K Sell
2,823
-4,671
-62% -$85.5K 0.01% 819
2019
Q4 		$150K Sell
7,494
-300
-4% -$5.81K 0.03% 505
2019
Q3 		$146K Hold
7,794
– – 0.03% 491
2019
Q2 		$148K Sell
7,794
-600
-7% -$11.2K 0.03% 472
2019
Q1 		$154K Sell
8,394
-636
-7% -$11.4K 0.03% 466
2018
Q4 		$144K Buy
9,030
+5,631
+166% +$98.4K 0.04% 443
2018
Q3 		$65K Sell
3,399
-510
-13% -$9.72K 0.01% 715
2018
Q2 		$71K Buy
+3,909
New +$70.7K 0.01% 686

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 $104B AUM 28.3% 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

Flagship Harbor Advisors's SCHM Position: Q2 2026 in Review

Flagship Harbor Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 4.8% in Q2 2026, buying an estimated $33.8K and bringing the position to 21,499 shares worth $793K. The position accounts for 0.03% of the portfolio, ranked #400.

Flagship Harbor Advisors first reported a position in SCHM in Q2 2018 and has held it in 27 quarters since. The position peaked at $1.36M in Q4 2024. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Flagship Harbor Advisors held 21,499 shares of Schwab US Mid-Cap ETF worth $793K as of Q2 2026.
  • Flagship Harbor Advisors bought 982 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $33.8K.
  • Schwab US Mid-Cap ETF made up 0.03% of Flagship Harbor Advisors's portfolio in Q2 2026, its #400 holding.
  • Flagship Harbor Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2018 and has held it in 27 quarters since.
  • Flagship Harbor Advisors's Schwab US Mid-Cap ETF position peaked at $1.36M in Q4 2024.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.