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JM2 Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

JM2 Capital’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 		$1.37M Buy
37,062
+979
+3% +$33.7K 0.94% 27
2026
Q1 		$1.12M Buy
36,083
+5,640
+19% +$180K 0.93% 27
2025
Q4 		$915K Buy
+30,443
New +$907K 0.74% 38

Other funds holding SCHM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

JM2 Capital's SCHM Position: Q2 2026 in Review

JM2 Capital increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.7% in Q2 2026, buying an estimated $33.7K and bringing the position to 37,062 shares worth $1.37M. The position accounts for 0.94% of the portfolio, ranked #27.

JM2 Capital first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 708 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • JM2 Capital held 37,062 shares of Schwab US Mid-Cap ETF worth $1.37M as of Q2 2026.
  • JM2 Capital bought 979 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $33.7K.
  • Schwab US Mid-Cap ETF made up 0.94% of JM2 Capital's portfolio in Q2 2026, its #27 holding.
  • JM2 Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 708 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.