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Joel Isaacson & Co’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Joel Isaacson & Co’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 		$250K Buy
6,790
+8
+0.1% +$275 0.01% 420
2026
Q1 		$210K Buy
6,782
+7
+0.1% +$223 0.01% 425
2025
Q4 		$204K Buy
6,775
+12
+0.2% +$358 0.01% 437
2025
Q3 		$200K Buy
+6,763
New +$197K 0.01% 431
2017
Q1 		– Sell
-2,400
Closed -$36K – 464
2016
Q4 		$36K Hold
2,400
– – 0.01% 352
2016
Q3 		$35K Hold
2,400
– – 0.01% 384
2016
Q2 		$34K Hold
2,400
– – 0.01% 385
2016
Q1 		$32K Hold
2,400
– – 0.01% 407
2015
Q4 		$32K Buy
2,400
+1,803
+302% +$24.5K 0.01% 397
2015
Q3 		$8K Buy
+597
New +$8.29K ﹤0.01% 599

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Joel Isaacson & Co's SCHM Position: Q2 2026 in Review

Joel Isaacson & Co increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.12% in Q2 2026, buying an estimated $275 and bringing the position to 6,790 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #420.

Joel Isaacson & Co first reported a position in SCHM in Q3 2015 and has held it in 10 quarters since. 749 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Joel Isaacson & Co held 6,790 shares of Schwab US Mid-Cap ETF worth $250K as of Q2 2026.
  • Joel Isaacson & Co bought 8 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $275.
  • Schwab US Mid-Cap ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #420 holding.
  • Joel Isaacson & Co first reported a position in Schwab US Mid-Cap ETF in Q3 2015 and has held it in 10 quarters since.
  • 749 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.