Hazlett, Burt & Watson’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Hazlett, Burt & Watson’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	$10K	Hold	262	–	–	﹤0.01%	698
2026 Q1	$8K	Hold	262	–	–	﹤0.01%	727
2025 Q4	$8K	Hold	262	–	–	﹤0.01%	736
2025 Q3	$8K	Buy	262 +1	+0.4%	+$29	﹤0.01%	687
2025 Q2	$7K	Sell	261 -60	-19%	-$1.58K	﹤0.01%	642
2025 Q1	$9K	Buy	321 +72	+29%	+$2K	﹤0.01%	591
2024 Q4	$7K	Hold	249	–	–	﹤0.01%	587
2024 Q3	$7K	Sell	249 -294	-54%	-$7.82K	﹤0.01%	565
2024 Q2	$14K	Sell	543 -75	-12%	-$1.96K	0.01%	493
2024 Q1	$17K	Hold	618	–	–	0.01%	459
2023 Q4	$16K	Hold	618	–	–	0.01%	447
2023 Q3	$14K	Hold	618	–	–	0.01%	463
2023 Q2	$15K	Hold	618	–	–	0.01%	442
2023 Q1	$14K	Sell	618 -909	-60%	-$20.9K	0.01%	419
2022 Q4	$34K	Buy	1,527 +6	+0.4%	+$131	0.03%	319
2022 Q3	$30K	Buy	1,521 +903	+146%	+$20.1K	0.03%	323
2022 Q2	$13K	Hold	618	–	–	0.01%	431
2022 Q1	$16K	Buy	+618	New	+$15.5K	0.01%	420

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

Hazlett, Burt & Watson's SCHM Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 262 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Hazlett, Burt & Watson first reported a position in SCHM in Q1 2022 and has held it in 18 quarters since. The position peaked at $34K in Q4 2022. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Hazlett, Burt & Watson held 262 shares of Schwab US Mid-Cap ETF worth $10K as of Q2 2026.
Hazlett, Burt & Watson left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #698 holding.
Hazlett, Burt & Watson first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Hazlett, Burt & Watson's Schwab US Mid-Cap ETF position peaked at $34K in Q4 2022.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.