Highland Capital Management (Tennessee)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Highland Capital Management (Tennessee)’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	$409K	Hold	11,090	–	–	0.02%	344
2026 Q1	$343K	Hold	11,090	–	–	0.02%	363
2025 Q4	$333K	Sell	11,090 -100	-0.9%	-$2.98K	0.02%	325
2025 Q3	$332K	Hold	11,190	–	–	0.02%	330
2025 Q2	$314K	Hold	11,190	–	–	0.02%	321
2025 Q1	$293K	Buy	11,190 +2,775	+33%	+$77.3K	0.02%	316
2024 Q4	$233K	Sell	8,415 -384	-4%	-$10.9K	0.01%	337
2024 Q3	$244K	Hold	8,799	–	–	0.01%	328
2024 Q2	$228K	Buy	+8,799	New	+$230K	0.01%	324
2015 Q4	–	Sell	-1,440	Closed	-$19K	–	504
2015 Q3	$19K	Hold	1,440	–	–	﹤0.01%	436
2015 Q2	$20K	Buy	+1,440	New	+$20.8K	﹤0.01%	457

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

Highland Capital Management (Tennessee)'s SCHM Position: Q2 2026 in Review

Highland Capital Management (Tennessee) held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 11,090 shares worth $409K. The position accounts for 0.02% of the portfolio, ranked #344.

Highland Capital Management (Tennessee) first reported a position in SCHM in Q2 2015 and has held it in 11 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Highland Capital Management (Tennessee) held 11,090 shares of Schwab US Mid-Cap ETF worth $409K as of Q2 2026.
Highland Capital Management (Tennessee) left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.02% of Highland Capital Management (Tennessee)'s portfolio in Q2 2026, its #344 holding.
Highland Capital Management (Tennessee) first reported a position in Schwab US Mid-Cap ETF in Q2 2015 and has held it in 11 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.