JFS Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

JFS Wealth 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	$2.12M	Buy	57,375 +754	+1%	+$26K	0.11%	112
2026 Q1	$1.75M	Sell	56,621 -817	-1%	-$26K	0.1%	118
2025 Q4	$1.73M	Buy	57,438 +981	+2%	+$29.2K	0.1%	120
2025 Q3	$1.67M	Buy	56,457 +24	+0%	+$699	0.1%	121
2025 Q2	$1.58M	Buy	56,433 +108	+0.2%	+$2.85K	0.1%	115
2025 Q1	$1.48M	Buy	56,325 +107	+0.2%	+$2.98K	0.1%	117
2024 Q4	$1.56M	Sell	56,218 -263	-0.5%	-$7.49K	0.11%	110
2024 Q3	$1.56M	Buy	56,481 +2,310	+4%	+$61.4K	0.1%	113
2024 Q2	$1.41M	Sell	54,171 -1,248	-2%	-$32.7K	0.11%	98
2024 Q1	$1.5M	Buy	55,419 +627	+1%	+$16K	0.12%	92
2023 Q4	$1.38M	Sell	54,792 -18,591	-25%	-$426K	0.12%	94
2023 Q3	$1.66M	Sell	73,383 -1,677	-2%	-$39.7K	0.16%	88
2023 Q2	$1.78M	Buy	75,060 +90	+0.1%	+$2.03K	0.16%	87
2023 Q1	$1.7M	Sell	74,970 -2,238	-3%	-$51.5K	0.16%	88
2022 Q4	$1.69M	Sell	77,208 -4,620	-6%	-$101K	0.17%	91
2022 Q3	$1.65M	Buy	81,828 +837	+1%	+$18.7K	0.18%	88
2022 Q2	$1.69M	Sell	80,991 -1,965	-2%	-$45.3K	0.18%	78
2022 Q1	$2.1M	Sell	82,956 -2,526	-3%	-$63.3K	0.2%	84
2021 Q4	$2.29M	Sell	85,482 -477	-0.6%	-$12.7K	0.22%	80
2021 Q3	$2.2M	Sell	85,959 -3,261	-4%	-$85.2K	0.23%	78
2021 Q2	$2.33M	Sell	89,220 -1,470	-2%	-$38K	0.35%	47
2021 Q1	$2.25M	Buy	90,690 +1,272	+1%	+$30.9K	0.46%	48
2020 Q4	$2.03M	Sell	89,418 -12,003	-12%	-$250K	0.43%	52
2020 Q3	$1.88M	Sell	101,421 -3,909	-4%	-$72.4K	0.45%	49
2020 Q2	$1.85M	Sell	105,330 -16,353	-13%	-$267K	0.48%	47
2020 Q1	$1.71M	Sell	121,683 -20,121	-14%	-$368K	0.51%	47
2019 Q4	$2.84M	Buy	141,804 +276	+0.2%	+$5.34K	0.7%	33
2019 Q3	$2.67M	Sell	141,528 -1,155	-0.8%	-$21.8K	0.68%	38
2019 Q2	$2.71M	Buy	142,683 +4,230	+3%	+$79.1K	0.69%	34
2019 Q1	$2.56M	Buy	138,453 +1,800	+1%	+$32.2K	0.67%	37
2018 Q4	$2.18M	Buy	136,653 +110,643	+425%	+$1.93M	0.58%	42
2018 Q3	$501K	Sell	26,010 -12,408	-32%	-$236K	0.13%	89
2018 Q2	$703K	Buy	38,418 +588	+2%	+$10.6K	0.19%	77
2018 Q1	$667K	Buy	37,830 +4,119	+12%	+$74K	0.18%	78
2017 Q4	$599K	Buy	33,711 +5,907	+21%	+$102K	0.15%	81
2017 Q3	$464K	Buy	27,804 +9,330	+51%	+$152K	0.12%	85
2017 Q2	$297K	Buy	18,474 +87	+0.5%	+$1.38K	0.08%	97
2017 Q1	$277K	Hold	18,387	–	–	0.08%	105
2016 Q4	$277K	Buy	18,387 +2,562	+16%	+$37.5K	0.08%	105
2016 Q3	$230K	Buy	15,825 +720	+5%	+$10.4K	0.07%	116
2016 Q2	$212K	Buy	15,105 +264	+2%	+$3.64K	0.06%	151
2016 Q1	$201K	Hold	14,841	–	–	0.06%	131
2015 Q4	$198K	Buy	14,841 +441	+3%	+$5.99K	0.06%	135
2015 Q3	$187K	Buy	+14,400	New	+$200K	0.08%	109

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 $103B AUM 28.65% 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

JFS Wealth Advisors's SCHM Position: Q2 2026 in Review

JFS Wealth Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.3% in Q2 2026, buying an estimated $26K and bringing the position to 57,375 shares worth $2.12M. The position accounts for 0.11% of the portfolio, ranked #112.

JFS Wealth Advisors first reported a position in SCHM in Q3 2015 and has held it in 44 quarters since. The position peaked at $2.84M in Q4 2019. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

JFS Wealth Advisors held 57,375 shares of Schwab US Mid-Cap ETF worth $2.12M as of Q2 2026.
JFS Wealth Advisors bought 754 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $26K.
Schwab US Mid-Cap ETF made up 0.11% of JFS Wealth Advisors's portfolio in Q2 2026, its #112 holding.
JFS Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2015 and has held it in 44 quarters since.
JFS Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $2.84M in Q4 2019.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.