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

FSM 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	$359K	Buy	9,744 +462	+5%	+$15.9K	0.04%	231
2026 Q1	$287K	Hold	9,282	–	–	0.04%	238
2025 Q4	$279K	Hold	9,282	–	–	0.04%	253
2025 Q3	$275K	Hold	9,282	–	–	0.04%	253
2025 Q2	$264K	Hold	9,282	–	–	0.04%	232
2025 Q1	$243K	Sell	9,282 -36	-0.4%	-$1K	0.05%	182
2024 Q4	$267K	Hold	9,318	–	–	0.07%	147
2024 Q3	$258K	Hold	9,318	–	–	0.07%	145
2024 Q2	$242K	Hold	9,318	–	–	0.08%	132
2024 Q1	$253K	Buy	+9,318	New	+$238K	0.09%	135

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

FSM Wealth Advisors's SCHM Position: Q2 2026 in Review

FSM Wealth Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 5% in Q2 2026, buying an estimated $15.9K and bringing the position to 9,744 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #231.

FSM Wealth Advisors first reported a position in SCHM in Q1 2024 and has held it in 10 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

FSM Wealth Advisors held 9,744 shares of Schwab US Mid-Cap ETF worth $359K as of Q2 2026.
FSM Wealth Advisors bought 462 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $15.9K.
Schwab US Mid-Cap ETF made up 0.04% of FSM Wealth Advisors's portfolio in Q2 2026, its #231 holding.
FSM Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.