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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

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 $104B AUM 28.3% 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

Gleason Group's SCHM Position: Q2 2026 in Review

Gleason Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.63% in Q2 2026, buying an estimated $40.4K and bringing the position to 186,311 shares worth $6.87M. The position accounts for 0.6% of the portfolio, ranked #19.

Gleason Group first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.07M in Q4 2022. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Gleason Group held 186,311 shares of Schwab US Mid-Cap ETF worth $6.87M as of Q2 2026.
  • Gleason Group bought 1,175 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $40.4K.
  • Schwab US Mid-Cap ETF made up 0.6% of Gleason Group's portfolio in Q2 2026, its #19 holding.
  • Gleason Group first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Gleason Group's Schwab US Mid-Cap ETF position peaked at $8.07M in Q4 2022.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.