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

Goldstein 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 		$481K Hold
13,043
– – 0.04% 135
2026
Q1 		$404K Hold
13,043
– – 0.04% 121
2025
Q4 		$392K Hold
13,043
– – 0.04% 114
2025
Q3 		$387K Buy
13,043
+42
+0.3% +$1.22K 0.05% 115
2025
Q2 		$365K Buy
13,001
+237
+2% +$6.25K 0.05% 115
2025
Q1 		$334K Buy
12,764
+1,181
+10% +$32.9K 0.05% 127
2024
Q4 		$321K Buy
11,583
+399
+4% +$11.4K 0.05% 130
2024
Q3 		$310K Sell
11,184
-444
-4% -$11.8K 0.05% 124
2024
Q2 		$302K Buy
11,628
+180
+2% +$4.71K 0.05% 116
2024
Q1 		$311K Sell
11,448
-51
-0.4% -$1.3K 0.05% 110
2023
Q4 		$289K Buy
11,499
+669
+6% +$15.3K 0.05% 142
2023
Q3 		$244K Hold
10,830
– – 0.05% 115
2023
Q2 		$256K Buy
+10,830
New +$244K 0.05% 117

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

Goldstein Advisors's SCHM Position: Q2 2026 in Review

Goldstein Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 13,043 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #135.

Goldstein Advisors first reported a position in SCHM in Q2 2023 and has held it in 13 quarters since. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Goldstein Advisors held 13,043 shares of Schwab US Mid-Cap ETF worth $481K as of Q2 2026.
  • Goldstein Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.04% of Goldstein Advisors's portfolio in Q2 2026, its #135 holding.
  • Goldstein Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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