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Focus Partners Advisor Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Focus Partners Advisor Solutions’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 		$1.71M Buy
46,333
+1,299
+3% +$44.7K 0.01% 401
2026
Q1 		$1.39M Buy
45,034
+203
+0.5% +$6.46K 0.01% 453
2025
Q4 		$1.35M Buy
44,831
+24,876
+125% +$742K 0.02% 409
2025
Q3 		$592K Sell
19,955
-14,067
-41% -$409K 0.01% 679
2025
Q2 		$954K Buy
34,022
+850
+3% +$22.4K 0.01% 457
2025
Q1 		$869K Sell
33,172
-31
-0.1% -$863 0.01% 419
2024
Q4 		$920K Buy
33,203
+3,404
+11% +$97K 0.02% 350
2024
Q3 		$825K Buy
29,799
+4,683
+19% +$125K 0.02% 322
2024
Q2 		$652K Buy
25,116
+5,472
+28% +$143K 0.02% 318
2024
Q1 		$533K Buy
19,644
+2,184
+13% +$55.7K 0.02% 348
2023
Q4 		$438K Buy
17,460
+1,956
+13% +$44.8K 0.02% 271
2023
Q3 		$350K Buy
15,504
+831
+6% +$19.7K 0.02% 323
2023
Q2 		$347K Sell
14,673
-1,131
-7% -$25.5K 0.02% 273
2023
Q1 		$358K Sell
15,804
-21,549
-58% -$496K 0.02% 248
2022
Q4 		$817K Buy
37,353
+21,549
+136% +$472K 0.06% 143
2022
Q3 		$319K Buy
+15,804
New +$353K 0.02% 293

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 Partners Advisor Solutions's SCHM Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.9% in Q2 2026, buying an estimated $44.7K and bringing the position to 46,333 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #401.

Focus Partners Advisor Solutions first reported a position in SCHM in Q3 2022 and has held it in 16 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Focus Partners Advisor Solutions held 46,333 shares of Schwab US Mid-Cap ETF worth $1.71M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 1,299 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $44.7K.
  • Schwab US Mid-Cap ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #401 holding.
  • Focus Partners Advisor Solutions first reported a position in Schwab US Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.