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 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

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 $104B AUM 28.3% 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

Halbert Hargrove Global Advisors's SCHM Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q2 2026, selling an estimated $2.72K and leaving 572 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Halbert Hargrove Global Advisors first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Halbert Hargrove Global Advisors held 572 shares of Schwab US Mid-Cap ETF worth $21.1K as of Q2 2026.
Halbert Hargrove Global Advisors sold 79 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $2.72K.
Schwab US Mid-Cap ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #263 holding.
Halbert Hargrove Global Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.