Fortis Capital Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Fortis Capital 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	$1.18M	Buy	31,896 +1,130	+4%	+$38.9K	0.13%	139
2026 Q1	$953K	Sell	30,766 -1,603	-5%	-$51K	0.12%	141
2025 Q4	$973K	Buy	32,369 +6,715	+26%	+$200K	0.14%	128
2025 Q3	$760K	Buy	25,654 +964	+4%	+$28.1K	0.12%	149
2025 Q2	$693K	Buy	+24,690	New	+$651K	0.12%	127
2023 Q1	–	Sell	-600	Closed	-$13.1K	–	752
2022 Q4	$13.1K	Buy	+600	New	+$13.2K	0.01%	452

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fortis Capital Advisors's SCHM Position: Q2 2026 in Review

Fortis Capital Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.7% in Q2 2026, buying an estimated $38.9K and bringing the position to 31,896 shares worth $1.18M. The position accounts for 0.13% of the portfolio, ranked #139.

Fortis Capital Advisors first reported a position in SCHM in Q4 2022 and has held it in 6 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Fortis Capital Advisors held 31,896 shares of Schwab US Mid-Cap ETF worth $1.18M as of Q2 2026.
Fortis Capital Advisors bought 1,130 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $38.9K.
Schwab US Mid-Cap ETF made up 0.13% of Fortis Capital Advisors's portfolio in Q2 2026, its #139 holding.
Fortis Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 6 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.