Human Investing’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Human Investing’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	$258K	Sell	6,986 -230	-3%	-$7.92K	0.03%	88
2026 Q1	$223K	Buy	7,216 +320	+5%	+$10.2K	0.03%	90
2025 Q4	$207K	Sell	6,896 -293	-4%	-$8.73K	0.03%	92
2025 Q3	$213K	Buy	+7,189	New	+$209K	0.03%	91
2024 Q3	–	Sell	-8,427	Closed	-$219K	–	103
2024 Q2	$219K	Sell	8,427 -336	-4%	-$8.79K	0.04%	88
2024 Q1	$238K	Sell	8,763 -45	-0.5%	-$1.15K	0.05%	83
2023 Q4	$221K	Buy	+8,808	New	+$202K	0.05%	88
2023 Q3	–	Sell	-8,634	Closed	-$204K	–	102
2023 Q2	$204K	Buy	+8,634	New	+$195K	0.05%	99
2022 Q3	–	Sell	-12,354	Closed	-$258K	–	120
2022 Q2	$258K	Buy	12,354 +3,096	+33%	+$71.4K	0.06%	103
2022 Q1	$234K	Buy	+9,258	New	+$232K	0.05%	108
2021 Q4	–	Sell	-8,895	Closed	-$227K	–	107
2021 Q3	$227K	Buy	8,895 +147	+2%	+$3.84K	0.05%	108
2021 Q2	$228K	Sell	8,748 -23,115	-73%	-$597K	0.06%	105
2021 Q1	$791K	Sell	31,863 -1,002	-3%	-$24.3K	0.2%	92
2020 Q4	$747K	Sell	32,865 -1,560	-5%	-$32.5K	0.21%	92
2020 Q3	$637K	Sell	34,425 -22,743	-40%	-$421K	0.21%	89
2020 Q2	$1M	Sell	57,168 -11,706	-17%	-$191K	0.35%	73
2020 Q1	$968K	Buy	68,874 +10,317	+18%	+$189K	0.42%	63
2019 Q4	$1.17M	Buy	58,557 +3,897	+7%	+$75.5K	0.38%	75
2019 Q3	$1.03M	Buy	54,660 +2,442	+5%	+$46.1K	0.36%	78
2019 Q2	$994K	Buy	52,218 +7,599	+17%	+$142K	0.36%	79
2019 Q1	$824K	Buy	44,619 +1,746	+4%	+$31.2K	0.31%	82
2018 Q4	$685K	Buy	+42,873	New	+$749K	0.29%	89

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Human Investing's SCHM Position: Q2 2026 in Review

Human Investing reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.2% in Q2 2026, selling an estimated $7.92K and leaving 6,986 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #88.

Human Investing first reported a position in SCHM in Q4 2018 and has held it in 22 quarters since. The position peaked at $1.17M in Q4 2019. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Human Investing held 6,986 shares of Schwab US Mid-Cap ETF worth $258K as of Q2 2026.
Human Investing sold 230 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $7.92K.
Schwab US Mid-Cap ETF made up 0.03% of Human Investing's portfolio in Q2 2026, its #88 holding.
Human Investing first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 22 quarters since.
Human Investing's Schwab US Mid-Cap ETF position peaked at $1.17M in Q4 2019.
551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Human Investing's 13F filing for Q2 2026, filed 20 Jul 2026.