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

Gallagher Fiduciary 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	$1.39M	Buy	37,702 +5,022	+15%	+$173K	0.05%	84
2026 Q1	$1.01M	Buy	32,680 +1,054	+3%	+$33.6K	0.04%	71
2025 Q4	$951K	Buy	31,626 +2,785	+10%	+$83K	0.03%	103
2025 Q3	$855K	Buy	28,841 +2,206	+8%	+$64.2K	0.03%	93
2025 Q2	$747K	Sell	26,635 -1,134	-4%	-$29.9K	0.03%	119
2025 Q1	$728K	Buy	27,769 +666	+2%	+$18.5K	0.02%	121
2024 Q4	$751K	Buy	+27,103	New	+$772K	0.15%	98

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

Gallagher Fiduciary Advisors's SCHM Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 15% in Q2 2026, buying an estimated $173K and bringing the position to 37,702 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #84.

Gallagher Fiduciary Advisors first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Gallagher Fiduciary Advisors held 37,702 shares of Schwab US Mid-Cap ETF worth $1.39M as of Q2 2026.
Gallagher Fiduciary Advisors bought 5,022 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $173K.
Schwab US Mid-Cap ETF made up 0.05% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #84 holding.
Gallagher Fiduciary Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.