JF
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Joule Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Joule Financial’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 		$821K Sell
22,277
-713
-3% -$24.5K 0.22% 45
2026
Q1 		$712K Sell
22,990
-1,899
-8% -$60.5K 0.21% 50
2025
Q4 		$748K Sell
24,889
-201
-0.8% -$5.99K 0.22% 48
2025
Q3 		$744K Buy
25,090
+211
+0.8% +$6.14K 0.22% 50
2025
Q2 		$698K Buy
24,879
+120
+0.5% +$3.17K 0.23% 53
2025
Q1 		$649K Buy
24,759
+182
+0.7% +$5.07K 0.23% 50
2024
Q4 		$681K Sell
24,577
-194
-0.8% -$5.53K 0.24% 47
2024
Q3 		$686K Sell
24,771
-420
-2% -$11.2K 0.25% 48
2024
Q2 		$656K Sell
25,191
-498
-2% -$13K 0.27% 45
2024
Q1 		$697K Sell
25,689
-18
-0.1% -$459 0.29% 43
2023
Q4 		$645K Sell
25,707
-666
-3% -$15.3K 0.3% 44
2023
Q3 		$595K Sell
26,373
-567
-2% -$13.4K 0.3% 45
2023
Q2 		$638K Sell
26,940
-3
-0% -$68 0.33% 40
2023
Q1 		$609K Sell
26,943
-1,926
-7% -$44.4K 0.33% 40
2022
Q4 		$631K Buy
28,869
+138
+0.5% +$3.02K 0.42% 38
2022
Q3 		$580K Sell
28,731
-840
-3% -$18.7K 0.44% 40
2022
Q2 		$618K Buy
+29,571
New +$682K 0.48% 34

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
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Joule Financial's SCHM Position: Q2 2026 in Review

Joule Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.1% in Q2 2026, selling an estimated $24.5K and leaving 22,277 shares worth $821K. The position accounts for 0.22% of the portfolio, ranked #45.

Joule Financial first reported a position in SCHM in Q2 2022 and has held it in 17 quarters since. 370 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Joule Financial held 22,277 shares of Schwab US Mid-Cap ETF worth $821K as of Q2 2026.
  • Joule Financial sold 713 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $24.5K.
  • Schwab US Mid-Cap ETF made up 0.22% of Joule Financial's portfolio in Q2 2026, its #45 holding.
  • Joule Financial first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 370 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.