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

Gradient Capital 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	$11.1M	Sell	300,477 -9,213	-3%	-$317K	2.57%	8
2026 Q1	$9.59M	Sell	309,690 -6,291	-2%	-$200K	2.49%	8
2025 Q4	$9.5M	Sell	315,981 -5,535	-2%	-$165K	2.45%	7
2025 Q3	$9.53M	Sell	321,516 -8,099	-2%	-$236K	2.55%	7
2025 Q2	$9.25M	Buy	329,615 +13,200	+4%	+$348K	2.73%	7
2025 Q1	$8.29M	Buy	316,415 +11,907	+4%	+$332K	2.71%	7
2024 Q4	$8.44M	Sell	304,508 -1,099	-0.4%	-$31.3K	2.72%	8
2024 Q3	$8.46M	Buy	305,607 +4,491	+1%	+$119K	2.8%	6
2024 Q2	$7.81M	Buy	301,116 +4,722	+2%	+$124K	2.79%	6
2024 Q1	$8.05M	Sell	296,394 -4,959	-2%	-$126K	2.95%	6
2023 Q4	$7.57M	Buy	301,353 +2,184	+0.7%	+$50K	2.88%	5
2023 Q3	$6.75M	Buy	299,169 +9,648	+3%	+$229K	2.82%	9
2023 Q2	$6.85M	Buy	289,521 +6,423	+2%	+$145K	2.75%	8
2023 Q1	$6.4M	Buy	283,098 +2,364	+0.8%	+$54.4K	2.72%	7
2022 Q4	$6.14M	Buy	280,734 +1,215	+0.4%	+$26.6K	2.79%	9
2022 Q3	$5.64M	Buy	279,519 +28,617	+11%	+$638K	2.69%	11
2022 Q2	$5.25M	Buy	250,902 +22,809	+10%	+$526K	2.52%	10
2022 Q1	$5.77M	Sell	228,093 -13,071	-5%	-$328K	2.44%	9
2021 Q4	$6.47M	Buy	241,164 +4,092	+2%	+$109K	2.69%	8
2021 Q3	$6.06M	Buy	237,072 +8,151	+4%	+$213K	2.78%	8
2021 Q2	$5.97M	Buy	228,921 +13,140	+6%	+$339K	2.8%	8
2021 Q1	$5.35M	Buy	215,781 +6,399	+3%	+$155K	2.83%	8
2020 Q4	$4.76M	Buy	209,382 +2,553	+1%	+$53.2K	2.71%	7
2020 Q3	$3.83M	Buy	206,829 +1,620	+0.8%	+$30K	2.39%	8
2020 Q2	$3.6M	Sell	205,209 -2,568	-1%	-$41.9K	2.43%	9
2020 Q1	$2.92M	Buy	207,777 +15,384	+8%	+$282K	2.36%	10
2019 Q4	$3.86M	Buy	192,393 +5,172	+3%	+$100K	2.68%	9
2019 Q3	$3.53M	Buy	187,221 +15	+0%	+$283	2.63%	9
2019 Q2	$3.56M	Buy	187,206 +3,327	+2%	+$62.2K	2.74%	8
2019 Q1	$3.4M	Sell	183,879 -6,366	-3%	-$114K	2.71%	8
2018 Q4	$3.04M	Buy	190,245 +15,036	+9%	+$263K	2.63%	9
2018 Q3	$3.38M	Buy	175,209 +12,042	+7%	+$229K	2.85%	8
2018 Q2	$2.98M	Buy	163,167 +8,001	+5%	+$145K	2.77%	8
2018 Q1	$2.73M	Buy	155,166 +3,594	+2%	+$64.6K	2.73%	7
2017 Q4	$2.69M	Buy	+151,572	New	+$2.62M	2.76%	7

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gradient Capital Advisors's SCHM Position: Q2 2026 in Review

Gradient Capital Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3% in Q2 2026, selling an estimated $317K and leaving 300,477 shares worth $11.1M. The position accounts for 2.57% of the portfolio, ranked #8.

Gradient Capital Advisors first reported a position in SCHM in Q4 2017 and has held it in 35 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Gradient Capital Advisors held 300,477 shares of Schwab US Mid-Cap ETF worth $11.1M as of Q2 2026.
Gradient Capital Advisors sold 9,213 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $317K.
Schwab US Mid-Cap ETF made up 2.57% of Gradient Capital Advisors's portfolio in Q2 2026, its #8 holding.
Gradient Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.