Integrated Advisors Network’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Integrated Advisors Network’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 Q3	$924K	Sell	27,159 -7,294	-21%	-$258K	0.04%	339
2026 Q2	$1.27M	Sell	34,453 -3,555	-9%	-$122K	0.06%	286
2026 Q1	$1.18M	Sell	38,008 -12,069	-24%	-$384K	0.06%	284
2025 Q4	$1.51M	Sell	50,077 -2,345	-4%	-$69.9K	0.07%	274
2025 Q3	$1.55M	Sell	52,422 -1,808	-3%	-$52.6K	0.07%	283
2025 Q2	$1.52M	Sell	54,230 -1,699	-3%	-$44.8K	0.07%	285
2025 Q1	$1.47M	Buy	55,929 +105	+0.2%	+$2.92K	0.07%	258
2024 Q4	$1.55M	Buy	55,824 +357	+0.6%	+$10.2K	0.07%	238
2024 Q3	$1.54M	Sell	55,467 -183	-0.3%	-$4.87K	0.07%	247
2024 Q2	$1.44M	Sell	55,650 -738	-1%	-$19.3K	0.07%	240
2024 Q1	$1.53M	Sell	56,388 -1,527	-3%	-$38.9K	0.08%	243
2023 Q4	$1.45M	Sell	57,915 -1,023	-2%	-$23.4K	0.08%	236
2023 Q3	$1.33M	Sell	58,938 -3,252	-5%	-$77K	0.08%	236
2023 Q2	$1.47M	Sell	62,190 -1,299	-2%	-$29.3K	0.08%	233
2023 Q1	$1.44M	Sell	63,489 -1,047	-2%	-$24.1K	0.09%	229
2022 Q4	$1.41M	Sell	64,536 -2,817	-4%	-$61.7K	0.09%	236
2022 Q3	$1.36M	Buy	67,353 +408	+0.6%	+$9.1K	0.09%	228
2022 Q2	$1.4M	Sell	66,945 -2,091	-3%	-$48.2K	0.09%	231
2022 Q1	$1.75M	Sell	69,036 -390	-0.6%	-$9.8K	0.1%	219
2021 Q4	$1.86M	Buy	69,426 +2,082	+3%	+$55.5K	0.11%	192
2021 Q3	$1.72M	Buy	67,344 +7,089	+12%	+$185K	0.11%	184
2021 Q2	$1.57M	Sell	60,255 -1,227	-2%	-$31.7K	0.12%	176
2021 Q1	$1.52M	Sell	61,482 -2,487	-4%	-$60.3K	0.14%	159
2020 Q4	$1.45M	Sell	63,969 -1,752	-3%	-$36.5K	0.16%	151
2020 Q3	$1.22M	Sell	65,721 -7,482	-10%	-$139K	0.15%	154
2020 Q2	$1.28M	Buy	73,203 +3,072	+4%	+$50.1K	0.15%	162
2020 Q1	$986K	Buy	70,131 +11,817	+20%	+$216K	0.19%	134
2019 Q4	$1.17M	Buy	+58,314	New	+$1.13M	0.16%	171

Other funds holding SCHM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Integrated Advisors Network's SCHM Position: Q3 2026 in Review

Integrated Advisors Network reduced its Schwab US Mid-Cap ETF (SCHM) stake by 21% in Q3 2026, selling an estimated $258K and leaving 27,159 shares worth $924K. The position accounts for 0.04% of the portfolio, ranked #339.

Integrated Advisors Network first reported a position in SCHM in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.86M in Q4 2021. 786 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Integrated Advisors Network held 27,159 shares of Schwab US Mid-Cap ETF worth $924K as of Q3 2026.
Integrated Advisors Network sold 7,294 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $258K.
Schwab US Mid-Cap ETF made up 0.04% of Integrated Advisors Network's portfolio in Q3 2026, its #339 holding.
Integrated Advisors Network first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
Integrated Advisors Network's Schwab US Mid-Cap ETF position peaked at $1.86M in Q4 2021.
786 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.