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HUB Investment Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

HUB Investment Partners’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 		$354K Sell
9,611
-469
-5% -$16.1K 0.01% 911
2026
Q1 		$312K Sell
10,080
-515
-5% -$16.4K 0.01% 787
2025
Q4 		$319K Buy
10,595
+825
+8% +$24.6K 0.01% 652
2025
Q3 		$290K Buy
9,770
+60
+0.6% +$1.75K 0.01% 554
2025
Q2 		$272K Sell
9,710
-331
-3% -$8.73K 0.01% 537
2025
Q1 		$263K Sell
10,041
-694
-6% -$19.3K 0.01% 480
2024
Q4 		$297K Buy
10,735
+808
+8% +$23K 0.01% 403
2024
Q3 		$275K Buy
+9,927
New +$264K 0.01% 403

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

HUB Investment Partners's SCHM Position: Q2 2026 in Review

HUB Investment Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.7% in Q2 2026, selling an estimated $16.1K and leaving 9,611 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #911.

HUB Investment Partners 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.

  • HUB Investment Partners held 9,611 shares of Schwab US Mid-Cap ETF worth $354K as of Q2 2026.
  • HUB Investment Partners sold 469 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $16.1K.
  • Schwab US Mid-Cap ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #911 holding.
  • HUB Investment Partners 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 HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.