Fortitude Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Fortitude Advisory Group’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	$1.19M	Buy	32,187 +5	+0%	+$172	0.45%	47
2026 Q1	$996K	Buy	32,182 +17	+0.1%	+$541	0.45%	46
2025 Q4	$967K	Buy	32,165 +1,025	+3%	+$30.6K	0.41%	41
2025 Q3	$923K	Sell	31,140 -515	-2%	-$15K	0.5%	37
2025 Q2	$888K	Buy	31,655 +1,692	+6%	+$44.6K	0.51%	39
2025 Q1	$728K	Buy	29,963 +127	+0.4%	+$3.54K	0.52%	38
2024 Q4	$827K	Buy	29,836 +370	+1%	+$10.5K	0.5%	39
2024 Q3	$816K	Buy	29,466 +462	+2%	+$12.3K	0.51%	34
2024 Q2	$752K	Buy	29,004 +1,221	+4%	+$31.9K	0.45%	38
2024 Q1	$754K	Buy	27,783 +969	+4%	+$24.7K	0.43%	47
2023 Q4	$673K	Sell	26,814 -312	-1%	-$7.15K	0.41%	49
2023 Q3	$612K	Sell	27,126 -4,071	-13%	-$96.5K	0.41%	52
2023 Q2	$739K	Sell	31,197 -3,978	-11%	-$89.6K	0.54%	41
2023 Q1	$796K	Sell	35,175 -4,962	-12%	-$114K	0.62%	35
2022 Q4	$878K	Buy	40,137 +576	+1%	+$12.6K	0.75%	26
2022 Q3	$798K	Sell	39,561 -303	-0.8%	-$6.76K	0.76%	26
2022 Q2	$834K	Sell	39,864 -852	-2%	-$19.7K	0.76%	26
2022 Q1	$1.03M	Buy	40,716 +981	+2%	+$24.6K	0.55%	24
2021 Q4	$1.06M	Buy	+39,735	New	+$1.06M	0.54%	27

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Fortitude Advisory Group's SCHM Position: Q2 2026 in Review

Fortitude Advisory Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.02% in Q2 2026, buying an estimated $172 and bringing the position to 32,187 shares worth $1.19M. The position accounts for 0.45% of the portfolio, ranked #47.

Fortitude Advisory Group first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. 462 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Fortitude Advisory Group held 32,187 shares of Schwab US Mid-Cap ETF worth $1.19M as of Q2 2026.
Fortitude Advisory Group bought 5 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $172.
Schwab US Mid-Cap ETF made up 0.45% of Fortitude Advisory Group's portfolio in Q2 2026, its #47 holding.
Fortitude Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
462 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.