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Global Assets Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Global Assets Advisory’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 		– Sell
-9,981
Closed -$306K – 527
2026
Q1 		$306K Buy
+9,981
New +$318K 0.09% 171
2024
Q2 		– Sell
-726
Closed -$19.6K – 414
2024
Q1 		$19.6K Buy
+726
New +$18.5K 0.01% 426

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

Global Assets Advisory's SCHM Position: Q2 2026 in Review

Global Assets Advisory sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 9,981 shares — an estimated $306K sold.

Global Assets Advisory first reported a position in SCHM in Q1 2024 and held it in 2 quarters. The position peaked at $306K in Q1 2026. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Global Assets Advisory reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 9,981 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $306K.
  • Global Assets Advisory first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and held it in 2 quarters.
  • Global Assets Advisory's Schwab US Mid-Cap ETF position peaked at $306K in Q1 2026.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.