JBR Co Financial Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

JBR Co Financial Management’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	$789K	Sell	21,401 -420	-2%	-$14.5K	0.29%	67
2026 Q1	$656K	Hold	21,821	–	–	0.27%	67
2025 Q4	$656K	Sell	21,821 -1,874	-8%	-$55.9K	0.27%	67
2025 Q3	$702K	Sell	23,695 -1,505	-6%	-$43.8K	0.3%	62
2025 Q2	$707K	Sell	25,200 -255	-1%	-$6.73K	0.35%	56
2025 Q1	$667K	Buy	25,455 +345	+1%	+$9.61K	0.39%	55
2024 Q4	$696K	Hold	25,110	–	–	0.42%	53
2024 Q3	$695K	Sell	25,110 -1,140	-4%	-$30.3K	0.46%	51
2024 Q2	$681K	Sell	26,250 -75	-0.3%	-$1.96K	0.48%	47
2024 Q1	$715K	Sell	26,325 -1,581	-6%	-$40.3K	0.57%	43
2023 Q4	$701K	Buy	+27,906	New	+$639K	0.66%	42

Other funds holding SCHM

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

JBR Co Financial Management's SCHM Position: Q2 2026 in Review

JBR Co Financial Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.9% in Q2 2026, selling an estimated $14.5K and leaving 21,401 shares worth $789K. The position accounts for 0.29% of the portfolio, ranked #67.

JBR Co Financial Management first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 342 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

JBR Co Financial Management held 21,401 shares of Schwab US Mid-Cap ETF worth $789K as of Q2 2026.
JBR Co Financial Management sold 420 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $14.5K.
Schwab US Mid-Cap ETF made up 0.29% of JBR Co Financial Management's portfolio in Q2 2026, its #67 holding.
JBR Co Financial Management first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
342 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.