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

FSA 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	$315K	Buy	+8,542	New	+$294K	0.14%	192
2026 Q1	–	Sell	-8,800	Closed	-$265K	–	230
2025 Q4	$265K	Sell	8,800 -471	-5%	-$14K	0.18%	139
2025 Q3	$275K	Buy	+9,271	New	+$270K	0.22%	119
2025 Q2	–	Sell	-9,206	Closed	-$241K	–	196
2025 Q1	$241K	Buy	+9,206	New	+$256K	0.19%	152
2024 Q4	–	Sell	-8,040	Closed	-$222K	–	166
2024 Q3	$222K	Sell	8,040 -111	-1%	-$2.95K	0.22%	128
2024 Q2	$212K	Buy	8,151 +93	+1%	+$2.43K	0.22%	124
2024 Q1	$219K	Sell	8,058 -834	-9%	-$21.3K	0.23%	123
2023 Q4	$223K	Buy	+8,892	New	+$204K	0.28%	106

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

FSA Advisors's SCHM Position: Q2 2026 in Review

FSA Advisors opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 8,542 shares worth $315K. The stake represents 0.14% of the portfolio and ranks #192 among its holdings. This is a return to the name: FSA Advisors previously reported a position in SCHM as recently as Q4 2025.

FSA Advisors first reported a position in SCHM in Q4 2023 and has held it in 8 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

FSA Advisors held 8,542 shares of Schwab US Mid-Cap ETF worth $315K as of Q2 2026.
Schwab US Mid-Cap ETF was a new FSA Advisors position in Q2 2026.
Schwab US Mid-Cap ETF made up 0.14% of FSA Advisors's portfolio in Q2 2026, its #192 holding.
FSA Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 8 quarters since.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.