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

HHM 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	$17.4M	Sell	472,953 -10,530	-2%	-$362K	1.75%	13
2026 Q1	$15M	Sell	483,483 -3,571	-0.7%	-$114K	1.72%	14
2025 Q4	$14.6M	Sell	487,054 -11,386	-2%	-$339K	1.72%	12
2025 Q3	$14.8M	Sell	498,440 -1,120	-0.2%	-$32.6K	1.71%	12
2025 Q2	$14M	Sell	499,560 -6,299	-1%	-$166K	1.67%	12
2025 Q1	$13.3M	Sell	505,859 -10,419	-2%	-$290K	1.78%	11
2024 Q4	$14.3M	Sell	516,278 -2,788	-0.5%	-$79.4K	1.95%	11
2024 Q3	$14.4M	Sell	519,066 -15,297	-3%	-$407K	2.04%	10
2024 Q2	$13.9M	Sell	534,363 -70,842	-12%	-$1.85M	2.09%	10
2024 Q1	$16.4M	Sell	605,205 -1,056,609	-64%	-$27M	2.7%	8
2023 Q4	$41.7M	Sell	1,661,814 -60,243	-3%	-$1.38M	7.26%	4
2023 Q3	$38.8M	Buy	1,722,057 +70,266	+4%	+$1.66M	7.59%	4
2023 Q2	$39.1M	Buy	1,651,791 +53,760	+3%	+$1.21M	7.33%	4
2023 Q1	$36.1M	Buy	1,598,031 +81,246	+5%	+$1.87M	7.38%	4
2022 Q4	$33.2M	Buy	1,516,785 +141,399	+10%	+$3.1M	7.58%	4
2022 Q3	$27.8M	Buy	1,375,386 +197,334	+17%	+$4.4M	7.3%	4
2022 Q2	$24.6M	Buy	1,178,052 +52,791	+5%	+$1.22M	6.31%	4
2022 Q1	$28.5M	Sell	1,125,261 -35,847	-3%	-$899K	6.65%	4
2021 Q4	$31.1M	Buy	1,161,108 +91,902	+9%	+$2.45M	7.51%	4
2021 Q3	$27.3M	Buy	1,069,206 +37,206	+4%	+$972K	7.43%	4
2021 Q2	$26.9M	Buy	1,032,000 +72,276	+8%	+$1.87M	7.32%	4
2021 Q1	$23.8M	Sell	959,724 -46,962	-5%	-$1.14M	7.37%	4
2020 Q4	$22.9M	Sell	1,006,686 -7,479	-0.7%	-$156K	7.86%	4
2020 Q3	$18.8M	Sell	1,014,165 -30,114	-3%	-$558K	7.5%	4
2020 Q2	$18.3M	Buy	1,044,279 +36,540	+4%	+$596K	7.65%	4
2020 Q1	$14.2M	Buy	1,007,739 +129,372	+15%	+$2.37M	6.91%	4
2019 Q4	$17.6M	Buy	878,367 +83,880	+11%	+$1.62M	8.47%	4
2019 Q3	$15M	Buy	794,487 +1,122	+0.1%	+$21.2K	8.52%	4
2019 Q2	$15.1M	Buy	793,365 +20,856	+3%	+$390K	8.9%	4
2019 Q1	$14.3M	Buy	772,509 +8,094	+1%	+$145K	9.12%	4
2018 Q4	$12.2M	Buy	+764,415	New	+$13.4M	8.95%	4

Other funds holding SCHM

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

HHM Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.2% in Q2 2026, selling an estimated $362K and leaving 472,953 shares worth $17.4M. The position accounts for 1.75% of the portfolio, ranked #13.

HHM Wealth Advisors first reported a position in SCHM in Q4 2018 and has held it in 31 quarters since. The position peaked at $41.7M in Q4 2023. 400 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

HHM Wealth Advisors held 472,953 shares of Schwab US Mid-Cap ETF worth $17.4M as of Q2 2026.
HHM Wealth Advisors sold 10,530 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $362K.
Schwab US Mid-Cap ETF made up 1.75% of HHM Wealth Advisors's portfolio in Q2 2026, its #13 holding.
HHM Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
HHM Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $41.7M in Q4 2023.
400 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.