Halbert Hargrove Global Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Halbert Hargrove Global 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 Q3	$19.5K	Hold	572	–	–	﹤0.01%	253
2026 Q2	$21.1K	Sell	572 -79	-12%	-$2.72K	﹤0.01%	263
2026 Q1	$20.2K	Hold	651	–	–	﹤0.01%	250
2025 Q4	$19.6K	Hold	651	–	–	﹤0.01%	251
2025 Q3	$19.3K	Hold	651	–	–	﹤0.01%	255
2025 Q2	$18.3K	Hold	651	–	–	﹤0.01%	195
2025 Q1	$17.1K	Hold	651	–	–	﹤0.01%	210
2024 Q4	$18K	Buy	+651	New	+$18.5K	﹤0.01%	195

Other funds holding SCHM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Halbert Hargrove Global Advisors's SCHM Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2026 at 572 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Halbert Hargrove Global Advisors first reported a position in SCHM in Q4 2024 and has held it in 8 quarters since. The position peaked at $21.1K in Q2 2026. 659 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Halbert Hargrove Global Advisors held 572 shares of Schwab US Mid-Cap ETF worth $19.5K as of Q3 2026.
Halbert Hargrove Global Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q3 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #253 holding.
Halbert Hargrove Global Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Halbert Hargrove Global Advisors's Schwab US Mid-Cap ETF position peaked at $21.1K in Q2 2026.
659 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.