James Investment Research’s Schwab US Mid-Cap ETF SCHM Stock Holding History

James Investment Research’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	$1.19M	Buy	32,384 +4,499	+16%	+$155K	0.12%	166
2026 Q1	$863K	Buy	27,885 +3,344	+14%	+$106K	0.1%	183
2025 Q4	$738K	Buy	24,541 +3,196	+15%	+$95.3K	0.08%	198
2025 Q3	$633K	Buy	21,345 +2,878	+16%	+$83.8K	0.07%	213
2025 Q2	$518K	Buy	18,467 +1,496	+9%	+$39.5K	0.06%	213
2025 Q1	$445K	Buy	16,971 +2,917	+21%	+$81.2K	0.06%	218
2024 Q4	$389K	Buy	14,054 +2,699	+24%	+$76.9K	0.05%	242
2024 Q3	$314K	Buy	+11,355	New	+$302K	0.04%	269

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

James Investment Research's SCHM Position: Q2 2026 in Review

James Investment Research increased its Schwab US Mid-Cap ETF (SCHM) stake by 16% in Q2 2026, buying an estimated $155K and bringing the position to 32,384 shares worth $1.19M. The position accounts for 0.12% of the portfolio, ranked #166.

James Investment Research first reported a position in SCHM in Q3 2024 and has held it in 8 quarters since. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

James Investment Research held 32,384 shares of Schwab US Mid-Cap ETF worth $1.19M as of Q2 2026.
James Investment Research bought 4,499 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $155K.
Schwab US Mid-Cap ETF made up 0.12% of James Investment Research's portfolio in Q2 2026, its #166 holding.
James Investment Research first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.