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Focus Financial Network’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Focus Financial Network’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 		$17.1M Sell
465,129
-20,457
-4% -$704K 0.53% 39
2026
Q1 		$15M Buy
485,586
+58,632
+14% +$1.87M 0.54% 39
2025
Q4 		$12.8M Sell
426,954
-8,477
-2% -$253K 0.45% 45
2025
Q3 		$12.9M Sell
435,431
-10,163
-2% -$296K 0.46% 43
2025
Q2 		$12.5M Buy
445,594
+14,100
+3% +$372K 0.49% 39
2025
Q1 		$11.3M Sell
431,494
-19,847
-4% -$553K 0.46% 44
2024
Q4 		$12.5M Sell
451,341
-48,528
-10% -$1.38M 0.5% 40
2024
Q3 		$13.8M Sell
499,869
-20,442
-4% -$544K 0.57% 37
2024
Q2 		$14.1M Sell
520,311
-636
-0.1% -$16.6K 0.6% 33
2024
Q1 		$13.1M Buy
520,947
+8,343
+2% +$213K 0.64% 33
2023
Q4 		$12.9M Sell
512,604
-76,677
-13% -$1.76M 0.48% 37
2023
Q3 		$13.3M Buy
589,281
+6,891
+1% +$163K 0.75% 27
2023
Q2 		$13.8M Buy
582,390
+5,442
+0.9% +$123K 0.77% 25
2023
Q1 		$13M Buy
576,948
+675
+0.1% +$15.5K 0.81% 23
2022
Q4 		$12.6M Sell
576,273
-6,747
-1% -$148K 1.03% 19
2022
Q3 		$11.8M Buy
583,020
+11,577
+2% +$258K 1.02% 19
2022
Q2 		$11.9M Buy
571,443
+3,573
+0.6% +$82.4K 0.99% 20
2022
Q1 		$14.4M Buy
+567,870
New +$14.2M 1% 20
2021
Q1 		– Sell
-832,194
Closed -$18.9M – 516
2020
Q4 		$18.9M Buy
832,194
+3,180
+0.4% +$66.3K 1.68% 11
2020
Q3 		$15.3M Sell
829,014
-113,028
-12% -$2.09M 1.43% 12
2020
Q2 		$16.5M Sell
942,042
-79,932
-8% -$1.3M 1.84% 9
2020
Q1 		$14.4M Sell
1,021,974
-148,302
-13% -$2.72M 1.93% 9
2019
Q4 		$23.5M Sell
1,170,276
-13,353
-1% -$259K 2.88% 6
2019
Q3 		$22.3M Buy
1,183,629
+46,896
+4% +$886K 3.09% 5
2019
Q2 		$21.7M Buy
1,136,733
+39,342
+4% +$736K 3.21% 5
2019
Q1 		$20.3M Buy
+1,097,391
New +$19.6M 3.25% 5

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 $103B AUM 28.65% 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

Focus Financial Network's SCHM Position: Q2 2026 in Review

Focus Financial Network reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.2% in Q2 2026, selling an estimated $704K and leaving 465,129 shares worth $17.1M. The position accounts for 0.53% of the portfolio, ranked #39.

Focus Financial Network first reported a position in SCHM in Q1 2019 and has held it in 26 quarters since. The position peaked at $23.5M in Q4 2019. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Focus Financial Network held 465,129 shares of Schwab US Mid-Cap ETF worth $17.1M as of Q2 2026.
  • Focus Financial Network sold 20,457 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $704K.
  • Schwab US Mid-Cap ETF made up 0.53% of Focus Financial Network's portfolio in Q2 2026, its #39 holding.
  • Focus Financial Network first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 26 quarters since.
  • Focus Financial Network's Schwab US Mid-Cap ETF position peaked at $23.5M in Q4 2019.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.