JWCA
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J.W. Cole Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

J.W. Cole Advisors’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 		$2.53M Buy
+68,550
New +$2.36M 0.04% 424
2026
Q1 		– Sell
-60,620
Closed -$265K – 1357
2025
Q4 		$265K Buy
60,620
+682
+1% +$20.3K 0.01% 1160
2025
Q3 		$1.78M Sell
59,938
-430
-0.7% -$12.5K 0.03% 509
2025
Q2 		$1.69M Buy
60,368
+51,033
+547% +$1.35M 0.04% 480
2025
Q1 		$245K Sell
9,335
-42,464
-82% -$1.18M 0.01% 1057
2024
Q4 		$1.44M Buy
51,799
+6,337
+14% +$181K 0.06% 325
2024
Q3 		$1.26M Buy
45,462
+369
+0.8% +$9.81K 0.05% 341
2024
Q2 		$1.17M Buy
45,093
+2,667
+6% +$69.8K 0.06% 319
2024
Q1 		$1.15M Buy
42,426
+5,748
+16% +$147K 0.06% 317
2023
Q4 		$921K Buy
36,678
+6,330
+21% +$145K 0.05% 316
2023
Q3 		$685K Buy
30,348
+4,902
+19% +$116K 0.05% 334
2023
Q2 		$602K Buy
25,446
+2,370
+10% +$53.4K 0.04% 379
2023
Q1 		$522K Buy
23,076
+168
+0.7% +$3.87K 0.04% 437
2022
Q4 		$501K Buy
22,908
+3,135
+16% +$68.7K 0.04% 418
2022
Q3 		$399K Buy
19,773
+2,286
+13% +$51K 0.03% 456
2022
Q2 		$366K Buy
17,487
+3,522
+25% +$81.3K 0.03% 491
2022
Q1 		$353K Buy
13,965
+2,739
+24% +$68.7K 0.02% 567
2021
Q4 		$301K Buy
+11,226
New +$299K 0.02% 651
2021
Q1 		– Sell
-17,874
Closed -$406K – 694
2020
Q4 		$406K Buy
+17,874
New +$373K 0.04% 394
2020
Q1 		– Sell
-25,518
Closed -$512K – 423
2019
Q4 		$512K Buy
+25,518
New +$494K 0.06% 302

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 $104B AUM 28.3% 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

J.W. Cole Advisors's SCHM Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 68,550 shares worth $2.53M. The stake represents 0.04% of the portfolio and ranks #424 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SCHM as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SCHM in Q4 2019 and has held it in 20 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • J.W. Cole Advisors held 68,550 shares of Schwab US Mid-Cap ETF worth $2.53M as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #424 holding.
  • J.W. Cole Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 20 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.