Heritage Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Heritage Wealth 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	$7.38K	Hold	200	–	–	﹤0.01%	543
2026 Q1	$6.18K	Buy	200 +1	+0.5%	+$32	﹤0.01%	552
2025 Q4	$5.99K	Buy	199 +1	+0.5%	+$30	﹤0.01%	488
2025 Q3	$5.88K	Buy	198 +1	+0.5%	+$29	﹤0.01%	462
2025 Q2	$5.54K	Hold	197	–	–	﹤0.01%	459
2025 Q1	$5.15K	Buy	197 +1	+0.5%	+$28	﹤0.01%	455
2024 Q4	$5.43K	Buy	196 +1	+0.5%	+$28	﹤0.01%	483
2024 Q3	$5.43K	Buy	+195	New	+$5.19K	﹤0.01%	472

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

Heritage Wealth Advisors's SCHM Position: Q2 2026 in Review

Heritage Wealth Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 200 shares worth $7.38K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Heritage Wealth Advisors first reported a position in SCHM in Q3 2024 and has held it in 8 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Heritage Wealth Advisors held 200 shares of Schwab US Mid-Cap ETF worth $7.38K as of Q2 2026.
Heritage Wealth Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #543 holding.
Heritage Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.