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Horizon Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Horizon Financial Services’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 		$14.9M Buy
405,444
+3,960
+1% +$136K 5.73% 4
2026
Q1 		$12.4M Sell
401,484
-96,993
-19% -$3.09M 5.49% 5
2025
Q4 		$15M Sell
498,477
-3,361
-0.7% -$100K 6.82% 4
2025
Q3 		$14.9M Buy
501,838
+29,752
+6% +$866K 7.1% 4
2025
Q2 		$13.2M Buy
472,086
+40,944
+9% +$1.08M 7.02% 4
2025
Q1 		$11.3M Buy
431,142
+121,086
+39% +$3.37M 6.3% 4
2024
Q4 		$8.59M Buy
310,056
+2,883
+0.9% +$82.1K 4.83% 5
2024
Q3 		$8.51M Buy
307,173
+7,278
+2% +$194K 5.05% 5
2024
Q2 		$7.78M Buy
299,895
+8,808
+3% +$230K 4.92% 6
2024
Q1 		$7.9M Buy
291,087
+6,273
+2% +$160K 5.07% 6
2023
Q4 		$7.15M Sell
284,814
-2,772
-1% -$63.5K 5.05% 6
2023
Q3 		$6.49M Buy
287,586
+13,068
+5% +$310K 5.21% 7
2023
Q2 		$6.5M Buy
274,518
+7,980
+3% +$180K 5.29% 7
2023
Q1 		$6.03M Sell
266,538
-68,676
-20% -$1.58M 5.16% 7
2022
Q4 		$7.33M Sell
335,214
-6,852
-2% -$150K 6.33% 5
2022
Q3 		$6.9M Sell
342,066
-28,185
-8% -$629K 6.14% 4
2022
Q2 		$7.74M Buy
370,251
+747
+0.2% +$17.2K 5.97% 5
2022
Q1 		$9.34M Buy
369,504
+127,350
+53% +$3.19M 5.96% 4
2021
Q4 		$6.49M Buy
242,154
+38,340
+19% +$1.02M 3.94% 11
2021
Q3 		$5.21M Buy
203,814
+74,955
+58% +$1.96M 3.43% 11
2021
Q2 		$3.36M Buy
+128,859
New +$3.33M 2.44% 16

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 $103B AUM 28.65% 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

Horizon Financial Services's SCHM Position: Q2 2026 in Review

Horizon Financial Services increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.99% in Q2 2026, buying an estimated $136K and bringing the position to 405,444 shares worth $14.9M. The position accounts for 5.73% of the portfolio, ranked #4.

Horizon Financial Services first reported a position in SCHM in Q2 2021 and has held it in 21 quarters since. The position peaked at $15M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Horizon Financial Services held 405,444 shares of Schwab US Mid-Cap ETF worth $14.9M as of Q2 2026.
  • Horizon Financial Services bought 3,960 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $136K.
  • Schwab US Mid-Cap ETF made up 5.73% of Horizon Financial Services's portfolio in Q2 2026, its #4 holding.
  • Horizon Financial Services first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • Horizon Financial Services's Schwab US Mid-Cap ETF position peaked at $15M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.