ICMM
SCHM icon

Integrated Capital Management (Michigan)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Integrated Capital Management (Michigan)’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 		$2.11M Buy
57,189
+6,111
+12% +$210K 0.76% 16
2026
Q1 		$1.58M Buy
51,078
+127
+0.2% +$4.04K 0.67% 17
2025
Q4 		$1.53M Buy
50,951
+223
+0.4% +$6.65K 0.66% 20
2025
Q3 		$1.53M Buy
50,728
+212
+0.4% +$6.17K 0.67% 20
2025
Q2 		$1.44M Sell
50,516
-7,254
-13% -$191K 0.69% 21
2025
Q1 		$1.51M Sell
57,770
-2,531
-4% -$70.5K 0.83% 20
2024
Q4 		$1.67M Buy
60,301
+1,465
+2% +$41.7K 0.89% 21
2024
Q3 		$1.63M Buy
+58,836
New +$1.56M 0.86% 23

Other funds holding SCHM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Integrated Capital Management (Michigan)'s SCHM Position: Q2 2026 in Review

Integrated Capital Management (Michigan) increased its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q2 2026, buying an estimated $210K and bringing the position to 57,189 shares worth $2.11M. The position accounts for 0.76% of the portfolio, ranked #16.

Integrated Capital Management (Michigan) first reported a position in SCHM in Q3 2024 and has held it in 8 quarters since. 663 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Integrated Capital Management (Michigan) held 57,189 shares of Schwab US Mid-Cap ETF worth $2.11M as of Q2 2026.
  • Integrated Capital Management (Michigan) bought 6,111 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $210K.
  • Schwab US Mid-Cap ETF made up 0.76% of Integrated Capital Management (Michigan)'s portfolio in Q2 2026, its #16 holding.
  • Integrated Capital Management (Michigan) first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 663 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Integrated Capital Management (Michigan)'s 13F filing for Q2 2026, filed 31 Jul 2026.