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James J. Burns & Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History

James J. Burns & Company’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 		$8.95M Sell
242,813
-276
-0.1% -$9.5K 0.97% 21
2026
Q1 		$7.53M Sell
243,089
-1,282
-0.5% -$40.8K 1.02% 21
2025
Q4 		$7.35M Buy
244,371
+1,271
+0.5% +$37.9K 1.01% 21
2025
Q3 		$7.21M Buy
243,100
+5,878
+2% +$171K 1.07% 20
2025
Q2 		$6.65M Buy
237,222
+14,309
+6% +$377K 1.09% 20
2025
Q1 		$5.84M Buy
222,913
+815
+0.4% +$22.7K 1.05% 20
2024
Q4 		$6.16M Sell
222,098
-1,807
-0.8% -$51.5K 1.07% 20
2024
Q3 		$6.2M Buy
223,905
+795
+0.4% +$21.1K 1.12% 19
2024
Q2 		$5.79M Buy
223,110
+84,972
+62% +$2.22M 1.14% 19
2024
Q1 		$3.69M Sell
138,138
-84,612
-38% -$2.16M 1.29% 15
2023
Q4 		$5.59M Sell
222,750
-1,047
-0.5% -$24K 1.33% 16
2023
Q3 		$5.05M Sell
223,797
-4,389
-2% -$104K 1.36% 17
2023
Q2 		$5.4M Sell
228,186
-2,364
-1% -$53.3K 1.37% 17
2023
Q1 		$5.21M Buy
230,550
+82,929
+56% +$1.91M 1.34% 21
2022
Q4 		$3.23M Sell
147,621
-3,786
-3% -$83K 1.32% 19
2022
Q3 		$3.06M Buy
+151,407
New +$3.38M 1.36% 17

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 $103B AUM 28.65% 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

James J. Burns & Company's SCHM Position: Q2 2026 in Review

James J. Burns & Company reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.11% in Q2 2026, selling an estimated $9.5K and leaving 242,813 shares worth $8.95M. The position accounts for 0.97% of the portfolio, ranked #21.

James J. Burns & Company first reported a position in SCHM in Q3 2022 and has held it in 16 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • James J. Burns & Company held 242,813 shares of Schwab US Mid-Cap ETF worth $8.95M as of Q2 2026.
  • James J. Burns & Company sold 276 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $9.5K.
  • Schwab US Mid-Cap ETF made up 0.97% of James J. Burns & Company's portfolio in Q2 2026, its #21 holding.
  • James J. Burns & Company first reported a position in Schwab US Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.