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Joseph P. Lucia & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Joseph P. Lucia & Associates’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 		$2.53M Hold
68,648
– – 0.76% 37
2026
Q1 		$2.13M Sell
68,648
-849
-1% -$27K 0.76% 41
2025
Q4 		$2.09M Sell
69,497
-4,929
-7% -$147K 0.75% 41
2025
Q3 		$2.21M Sell
74,426
-561
-0.7% -$16.3K 0.83% 36
2025
Q2 		$2.1M Sell
74,987
-2,092
-3% -$55.2K 0.86% 36
2025
Q1 		$2.02M Sell
77,079
-630
-0.8% -$17.5K 0.92% 36
2024
Q4 		$2.15M Sell
77,709
-2,454
-3% -$69.9K 0.96% 36
2024
Q3 		$2.22M Sell
80,163
-1,056
-1% -$28.1K 1.02% 36
2024
Q2 		$2.11M Sell
81,219
-1,956
-2% -$51.2K 1.08% 30
2024
Q1 		$2.26M Sell
83,175
-3,054
-4% -$77.9K 1.21% 30
2023
Q4 		$2.16M Buy
86,229
+6
+0% +$137 1.35% 24
2023
Q3 		$1.95M Sell
86,223
-768
-0.9% -$18.2K 1.36% 27
2023
Q2 		$2.06M Sell
86,991
-3,894
-4% -$87.8K 1.38% 26
2023
Q1 		$2.06M Buy
90,885
+570
+0.6% +$13.1K 1.43% 26
2022
Q4 		$1.98M Sell
90,315
-4,557
-5% -$99.9K 1.48% 25
2022
Q3 		$1.91M Sell
94,872
-339
-0.4% -$7.56K 1.5% 24
2022
Q2 		$1.99M Sell
95,211
-5,505
-5% -$127K 1.41% 23
2022
Q1 		$2.55M Sell
100,716
-3,108
-3% -$77.9K 1.55% 21
2021
Q4 		$2.78M Sell
103,824
-180
-0.2% -$4.8K 1.77% 17
2021
Q3 		$2.66M Sell
104,004
-309
-0.3% -$8.07K 1.57% 16
2021
Q2 		$2.72M Buy
104,313
+663
+0.6% +$17.1K 1.63% 15
2021
Q1 		$2.57M Buy
103,650
+885
+0.9% +$21.5K 1.15% 16
2020
Q4 		$2.34M Sell
102,765
-531
-0.5% -$11.1K 1.63% 14
2020
Q3 		$1.91M Sell
103,296
-3,942
-4% -$73K 1.78% 17
2020
Q2 		$1.88M Sell
107,238
-3,072
-3% -$50.1K 1.69% 15
2020
Q1 		$1.55M Sell
110,310
-4,083
-4% -$74.8K 1.72% 17
2019
Q4 		$2.29M Sell
114,393
-705
-0.6% -$13.7K 2.09% 12
2019
Q3 		$2.17M Sell
115,098
-3,531
-3% -$66.7K 2.23% 11
2019
Q2 		$2.26M Buy
118,629
+12,651
+12% +$237K 2.37% 10
2019
Q1 		$2.01M Buy
+105,978
New +$1.89M 3.46% 7

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Joseph P. Lucia & Associates's SCHM Position: Q2 2026 in Review

Joseph P. Lucia & Associates held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 68,648 shares worth $2.53M. The position accounts for 0.76% of the portfolio, ranked #37.

Joseph P. Lucia & Associates first reported a position in SCHM in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.78M in Q4 2021. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Joseph P. Lucia & Associates held 68,648 shares of Schwab US Mid-Cap ETF worth $2.53M as of Q2 2026.
  • Joseph P. Lucia & Associates left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.76% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #37 holding.
  • Joseph P. Lucia & Associates first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Joseph P. Lucia & Associates's Schwab US Mid-Cap ETF position peaked at $2.78M in Q4 2021.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.