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Guardian Wealth Advisors (North Carolina)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$447K Sell
12,130
-2,029
-14% -$69.8K 0.03% 258
2026
Q1 		$438K Buy
14,159
+808
+6% +$25.7K 0.03% 232
2025
Q4 		$401K Buy
13,351
+66
+0.5% +$1.97K 0.02% 251
2025
Q3 		$394K Sell
13,285
-254
-2% -$7.39K 0.03% 245
2025
Q2 		$380K Buy
13,539
+21
+0.2% +$554 0.03% 230
2025
Q1 		$354K Sell
13,518
-323
-2% -$8.99K 0.03% 226
2024
Q4 		$384K Buy
13,841
+3,944
+40% +$112K 0.03% 220
2024
Q3 		$274K Buy
9,897
+537
+6% +$14.3K 0.03% 222
2024
Q2 		$243K Buy
9,360
+3,756
+67% +$98.3K 0.03% 229
2024
Q1 		$152K Sell
5,604
-606
-10% -$15.5K 0.02% 274
2023
Q4 		$156K Buy
6,210
+3,417
+122% +$78.3K 0.02% 249
2023
Q3 		$63K Sell
2,793
-891
-24% -$21.1K 0.01% 277
2023
Q2 		$87.2K Buy
3,684
+12
+0.3% +$270 0.01% 254
2023
Q1 		$83.1K Buy
3,672
+24
+0.7% +$553 0.01% 243
2022
Q4 		$79.8K Buy
3,648
+912
+33% +$20K 0.02% 231
2022
Q3 		$55K Buy
2,736
+12
+0.4% +$268 0.01% 233
2022
Q2 		$57K Sell
2,724
-1,077
-28% -$24.9K 0.01% 230
2022
Q1 		$96K Sell
3,801
-84
-2% -$2.1K 0.04% 173
2021
Q4 		$104K Buy
+3,885
New +$104K 0.04% 157

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 $103B AUM 28.65% 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

Guardian Wealth Advisors (North Carolina)'s SCHM Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Schwab US Mid-Cap ETF (SCHM) stake by 14% in Q2 2026, selling an estimated $69.8K and leaving 12,130 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #258.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 12,130 shares of Schwab US Mid-Cap ETF worth $447K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 2,029 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $69.8K.
  • Schwab US Mid-Cap ETF made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #258 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.