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John W. Brooker & Co’s Schwab US Mid-Cap ETF SCHM Stock Holding History

John W. Brooker & 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 		$1.35M Sell
36,643
-12,600
-26% -$434K 1.63% 20
2026
Q1 		$1.52M Sell
49,243
-11,753
-19% -$374K 2.4% 14
2025
Q4 		$1.83M Sell
60,996
-5,416
-8% -$161K 3.28% 9
2025
Q3 		$1.97M Sell
66,412
-1,033
-2% -$30.1K 4% 9
2025
Q2 		$1.95M Sell
67,445
-180,740
-73% -$4.77M 4.56% 8
2025
Q1 		$6.5M Sell
248,185
-671
-0.3% -$18.7K 2.69% 13
2024
Q4 		$6.9M Sell
248,856
-2,811
-1% -$80.1K 2.97% 13
2024
Q3 		$6.97M Buy
251,667
+4,326
+2% +$115K 3.2% 11
2024
Q2 		$6.42M Sell
247,341
-11,580
-4% -$303K 3.21% 10
2024
Q1 		$7.03M Buy
258,921
+1,674
+0.7% +$42.7K 3.78% 6
2023
Q4 		$6.46M Sell
257,247
-363
-0.1% -$8.32K 3.72% 7
2023
Q3 		$5.81M Sell
257,610
-6,843
-3% -$162K 3.67% 9
2023
Q2 		$6.26M Buy
264,453
+54
+0% +$1.22K 4.05% 6
2023
Q1 		$5.96M Sell
264,399
-18
-0% -$415 3.95% 7
2022
Q4 		$5.78M Buy
264,417
+6,780
+3% +$149K 3.78% 7
2022
Q3 		$5.2M Buy
257,637
+1,194
+0.5% +$26.6K 3.34% 9
2022
Q2 		$5.36M Buy
256,443
+2,283
+0.9% +$52.7K 3.28% 10
2022
Q1 		$6.43M Buy
254,160
+4,521
+2% +$113K 3.48% 10
2021
Q4 		$6.69M Buy
249,639
+6,741
+3% +$180K 3.44% 10
2021
Q3 		$6.21M Buy
242,898
+8,739
+4% +$228K 3.49% 10
2021
Q2 		$6.11M Buy
234,159
+8,289
+4% +$214K 3.56% 8
2021
Q1 		$5.6M Buy
225,870
+15,723
+7% +$381K 3.48% 9
2020
Q4 		$4.78M Buy
210,147
+28,155
+15% +$587K 3.12% 9
2020
Q3 		$3.37M Sell
181,992
-1,485
-0.8% -$27.5K 2.34% 11
2020
Q2 		$3.22M Buy
183,477
+3,648
+2% +$59.5K 2.29% 10
2020
Q1 		$2.53M Buy
179,829
+7,260
+4% +$133K 1.82% 12
2019
Q4 		$3.46M Buy
+172,569
New +$3.34M 2.21% 11

Other funds holding SCHM

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
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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
IA
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
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

John W. Brooker & Co's SCHM Position: Q2 2026 in Review

John W. Brooker & Co reduced its Schwab US Mid-Cap ETF (SCHM) stake by 26% in Q2 2026, selling an estimated $434K and leaving 36,643 shares worth $1.35M. The position accounts for 1.63% of the portfolio, ranked #20.

John W. Brooker & Co first reported a position in SCHM in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.03M in Q1 2024. 318 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • John W. Brooker & Co held 36,643 shares of Schwab US Mid-Cap ETF worth $1.35M as of Q2 2026.
  • John W. Brooker & Co sold 12,600 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $434K.
  • Schwab US Mid-Cap ETF made up 1.63% of John W. Brooker & Co's portfolio in Q2 2026, its #20 holding.
  • John W. Brooker & Co first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • John W. Brooker & Co's Schwab US Mid-Cap ETF position peaked at $7.03M in Q1 2024.
  • 318 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on John W. Brooker & Co's 13F filing for Q2 2026, filed 20 Jul 2026.