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

GHP Investment 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 		$1.48M Sell
40,090
-720
-2% -$24.8K 0.05% 263
2026
Q1 		$1.26M Buy
40,810
+1,044
+3% +$33.2K 0.05% 260
2025
Q4 		$1.2M Buy
39,766
+109
+0.3% +$3.25K 0.05% 271
2025
Q3 		$1.18M Sell
39,657
-54
-0.1% -$1.57K 0.05% 264
2025
Q2 		$1.11M Sell
39,711
-373
-0.9% -$9.84K 0.05% 259
2025
Q1 		$1.05M Buy
40,084
+556
+1% +$15.5K 0.05% 262
2024
Q4 		$1.1M Buy
39,528
+1,911
+5% +$54.5K 0.05% 260
2024
Q3 		$1.04M Sell
37,617
-987
-3% -$26.2K 0.05% 262
2024
Q2 		$1M Buy
38,604
+762
+2% +$19.9K 0.05% 263
2024
Q1 		$1.03M Buy
37,842
+780
+2% +$19.9K 0.05% 267
2023
Q4 		$931K Buy
37,062
+2,019
+6% +$46.3K 0.05% 268
2023
Q3 		$775K Buy
35,043
+78
+0.2% +$1.85K 0.05% 273
2023
Q2 		$839K Buy
34,965
+2,763
+9% +$62.3K 0.05% 272
2023
Q1 		$728K Buy
32,202
+1,359
+4% +$31.3K 0.05% 277
2022
Q4 		$675K Buy
30,843
+21,645
+235% +$474K 0.05% 285
2022
Q3 		$186K Buy
9,198
+339
+4% +$7.56K 0.01% 362
2022
Q2 		$185K Sell
8,859
-1,272
-13% -$29.4K 0.01% 356
2022
Q1 		$256K Sell
10,131
-558
-5% -$14K 0.02% 333
2021
Q4 		$287K Sell
10,689
-315
-3% -$8.4K 0.02% 287
2021
Q3 		$281K Buy
11,004
+1,752
+19% +$45.8K 0.02% 274
2021
Q2 		$241K Buy
9,252
+1,017
+12% +$26.3K 0.02% 282
2021
Q1 		$204K Buy
+8,235
New +$200K 0.02% 288

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GHP Investment Advisors's SCHM Position: Q2 2026 in Review

GHP Investment Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.8% in Q2 2026, selling an estimated $24.8K and leaving 40,090 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #263.

GHP Investment Advisors first reported a position in SCHM in Q1 2021 and has held it in 22 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • GHP Investment Advisors held 40,090 shares of Schwab US Mid-Cap ETF worth $1.48M as of Q2 2026.
  • GHP Investment Advisors sold 720 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $24.8K.
  • Schwab US Mid-Cap ETF made up 0.05% of GHP Investment Advisors's portfolio in Q2 2026, its #263 holding.
  • GHP Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.