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HighPoint Advisor Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

HighPoint Advisor Group’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 		$557K Sell
15,096
-310
-2% -$10.7K 0.02% 440
2026
Q1 		$477K Sell
15,406
-200
-1% -$6.37K 0.02% 432
2025
Q4 		$469K Buy
+15,606
New +$465K 0.01% 682

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HighPoint Advisor Group's SCHM Position: Q2 2026 in Review

HighPoint Advisor Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2% in Q2 2026, selling an estimated $10.7K and leaving 15,096 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #440.

HighPoint Advisor Group first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • HighPoint Advisor Group held 15,096 shares of Schwab US Mid-Cap ETF worth $557K as of Q2 2026.
  • HighPoint Advisor Group sold 310 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $10.7K.
  • Schwab US Mid-Cap ETF made up 0.02% of HighPoint Advisor Group's portfolio in Q2 2026, its #440 holding.
  • HighPoint Advisor Group first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.