Gleason Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Gleason Group’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	$6.87M	Buy	186,311 +1,175	+0.6%	+$40.4K	0.6%	19
2026 Q1	$5.73M	Sell	185,136 -1,083	-0.6%	-$34.5K	0.57%	19
2025 Q4	$5.6M	Buy	186,219 +10,686	+6%	+$319K	0.55%	19
2025 Q3	$5.2M	Sell	175,533 -5,068	-3%	-$148K	0.52%	20
2025 Q2	$5.07M	Buy	180,601 +2,227	+1%	+$58.7K	0.55%	20
2025 Q1	$4.67M	Sell	178,374 -5,471	-3%	-$152K	0.84%	15
2024 Q4	$5.09M	Buy	183,845 +8,972	+5%	+$256K	0.9%	13
2024 Q3	$4.84M	Buy	174,873 +7,086	+4%	+$188K	0.89%	14
2024 Q2	$4.35M	Buy	167,787 +36	+0%	+$942	0.88%	13
2024 Q1	$4.55M	Buy	167,751 +3,738	+2%	+$95.3K	0.95%	13
2023 Q4	$4.12M	Buy	164,013 +12,849	+9%	+$294K	0.95%	13
2023 Q3	$3.41M	Buy	151,164 +16,497	+12%	+$391K	0.9%	15
2023 Q2	$3.19M	Sell	134,667 -159,615	-54%	-$3.6M	0.83%	15
2023 Q1	$6.66M	Sell	294,282 -74,700	-20%	-$1.72M	1.91%	9
2022 Q4	$8.07M	Buy	+368,982	New	+$8.09M	2.53%	9

Other funds holding SCHM

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 $59.6B AUM 29.42% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return