Forvis Mazars Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Forvis Mazars Wealth 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	$216K	Buy	+5,863	New	+$202K	﹤0.01%	417
2024 Q3	–	Sell	-8,667	Closed	-$225K	–	440
2024 Q2	$225K	Hold	8,667	–	–	0.01%	383
2024 Q1	$235K	Buy	8,667 +246	+3%	+$6.28K	0.01%	373
2023 Q4	$211K	Buy	+8,421	New	+$193K	0.01%	372
2022 Q3	–	Sell	-11,256	Closed	-$235K	–	398
2022 Q2	$235K	Buy	11,256 +54	+0.5%	+$1.25K	0.01%	353
2022 Q1	$283K	Sell	11,202 -720	-6%	-$18K	0.01%	249
2021 Q4	$320K	Buy	11,922 +600	+5%	+$16K	0.01%	222
2021 Q3	$289K	Buy	11,322 +195	+2%	+$5.09K	0.01%	222
2021 Q2	$290K	Buy	+11,127	New	+$287K	0.01%	224
2017 Q1	–	Sell	-37,326	Closed	-$562K	–	215
2016 Q4	$562K	Buy	+37,326	New	+$546K	0.07%	111
2014 Q3	–	Sell	-15,300	Closed	-$205K	–	145
2014 Q2	$205K	Sell	15,300 -1,050	-6%	-$13.5K	0.03%	140
2014 Q1	$211K	Sell	16,350 -975	-6%	-$12.3K	0.04%	151
2013 Q4	$216K	Hold	17,325	–	–	0.04%	147
2013 Q3	$200K	Buy	+17,325	New	+$195K	0.04%	144

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 $104B AUM 28.3% 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

Forvis Mazars Wealth Advisors's SCHM Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 5,863 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #417 among its holdings. This is a return to the name: Forvis Mazars Wealth Advisors previously reported a position in SCHM as recently as Q2 2024.

Forvis Mazars Wealth Advisors first reported a position in SCHM in Q3 2013 and has held it in 14 quarters since. The position peaked at $562K in Q4 2016. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Forvis Mazars Wealth Advisors held 5,863 shares of Schwab US Mid-Cap ETF worth $216K as of Q2 2026.
Schwab US Mid-Cap ETF was a new Forvis Mazars Wealth Advisors position in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #417 holding.
Forvis Mazars Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2013 and has held it in 14 quarters since.
Forvis Mazars Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $562K in Q4 2016.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.