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Legacy Wealth Management (Tennessee)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Legacy Wealth Management (Tennessee)’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 		$158M Sell
4,286,476
-33,621
-0.8% -$1.16M 8.27% 6
2026
Q1 		$134M Buy
4,320,097
+945
+0% +$30.1K 7.8% 6
2025
Q4 		$130M Buy
4,319,152
+114,417
+3% +$3.41M 7.48% 6
2025
Q3 		$125M Buy
4,204,735
+22,803
+0.5% +$664K 7.34% 6
2025
Q2 		$117M Sell
4,181,932
-21,087
-0.5% -$556K 7.3% 6
2025
Q1 		$110M Buy
4,203,019
+23,009
+0.6% +$641K 7.34% 6
2024
Q4 		$116M Buy
4,180,010
+54,185
+1% +$1.54M 7.44% 6
2024
Q3 		$114M Buy
4,125,825
+90,882
+2% +$2.42M 7.4% 6
2024
Q2 		$105M Sell
4,034,943
-8,739
-0.2% -$229K 7.58% 6
2024
Q1 		$110M Sell
4,043,682
-160,170
-4% -$4.09M 8.09% 6
2023
Q4 		$106M Buy
4,203,852
+90,723
+2% +$2.08M 8.36% 5
2023
Q3 		$92.8M Buy
4,113,129
+26,259
+0.6% +$622K 8.11% 5
2023
Q2 		$96.8M Buy
4,086,870
+63,321
+2% +$1.43M 8.19% 5
2023
Q1 		$91M Sell
4,023,549
-8,601
-0.2% -$198K 8.14% 5
2022
Q4 		$88.2M Sell
4,032,150
-267,999
-6% -$5.87M 8.43% 4
2022
Q3 		$86.8M Buy
4,300,149
+91,953
+2% +$2.05M 9.01% 4
2022
Q2 		$88M Buy
4,208,196
+166,626
+4% +$3.84M 10.76% 3
2022
Q1 		$102M Buy
4,041,570
+48,480
+1% +$1.22M 12.2% 4
2021
Q4 		$107M Buy
3,993,090
+226,977
+6% +$6.05M 12.28% 4
2021
Q3 		$96.2M Buy
3,766,113
+219,900
+6% +$5.75M 12.08% 4
2021
Q2 		$92.5M Buy
3,546,213
+58,752
+2% +$1.52M 11.6% 4
2021
Q1 		$86.5M Buy
3,487,461
+51,015
+1% +$1.24M 11.55% 5
2020
Q4 		$78.1M Buy
3,436,446
+47,964
+1% +$1M 10.37% 5
2020
Q3 		$62.7M Buy
3,388,482
+47,019
+1% +$871K 9.58% 5
2020
Q2 		$58.6M Sell
3,341,463
-1,509,399
-31% -$24.6M 9.57% 5
2020
Q1 		$68.2M Buy
4,850,862
+556,134
+13% +$10.2M 12.38% 4
2019
Q4 		$86.1M Buy
4,294,728
+78,894
+2% +$1.53M 13.06% 4
2019
Q3 		$79.5M Buy
4,215,834
+1,258,113
+43% +$23.8M 13.01% 4
2019
Q2 		$56.3M Buy
2,957,721
+173,505
+6% +$3.25M 10.15% 4
2019
Q1 		$51.4M Buy
2,784,216
+234,729
+9% +$4.19M 10.01% 4
2018
Q4 		$40.7M Buy
2,549,487
+14,079
+0.6% +$246K 8.96% 4
2018
Q3 		$48.9M Buy
2,535,408
+17,319
+0.7% +$330K 9.8% 4
2018
Q2 		$46.1M Buy
2,518,089
+66,645
+3% +$1.21M 10.82% 4
2018
Q1 		$43.2M Buy
2,451,444
+225,270
+10% +$4.05M 10.6% 4
2017
Q4 		$39.5M Buy
2,226,174
+37,770
+2% +$652K 9.51% 3
2017
Q3 		$36.6M Sell
2,188,404
-764,781
-26% -$12.4M 9.3% 3
2017
Q2 		$47.4M Buy
2,953,185
+69,273
+2% +$1.1M 11.46% 3
2017
Q1 		$45.5M Buy
2,883,912
+90,897
+3% +$1.42M 11.42% 3
2016
Q4 		$42M Buy
2,793,015
+63,531
+2% +$930K 11.03% 3
2016
Q3 		$39.6M Buy
2,729,484
+711,315
+35% +$10.3M 10.79% 3
2016
Q2 		$28.3M Sell
2,018,169
-29,253
-1% -$403K 8.35% 3
2016
Q1 		$27.7M Sell
2,047,422
-469,689
-19% -$5.93M 8.33% 3
2015
Q4 		$33.6M Buy
2,517,111
+750,420
+42% +$10.2M 9.43% 3
2015
Q3 		$22.9M Buy
1,766,691
+1,054,677
+148% +$14.6M 8.75% 3
2015
Q2 		$10.1M Buy
712,014
+109,230
+18% +$1.58M 4.15% 4
2015
Q1 		$8.67M Buy
602,784
+74,958
+14% +$1.05M 3.6% 4
2014
Q4 		$7.16M Buy
+527,826
New +$6.95M 2.57% 5

Other funds holding SCHM

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
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s SCHM Position: Q2 2026 in Review

Legacy Wealth Management (Tennessee) reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.78% in Q2 2026, selling an estimated $1.16M and leaving 4,286,476 shares worth $158M. The position accounts for 8.27% of the portfolio, ranked #6.

Legacy Wealth Management (Tennessee) first reported a position in SCHM in Q4 2014 and has held it in 47 quarters since. 353 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Legacy Wealth Management (Tennessee) held 4,286,476 shares of Schwab US Mid-Cap ETF worth $158M as of Q2 2026.
  • Legacy Wealth Management (Tennessee) sold 33,621 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.16M.
  • Schwab US Mid-Cap ETF made up 8.27% of Legacy Wealth Management (Tennessee)'s portfolio in Q2 2026, its #6 holding.
  • Legacy Wealth Management (Tennessee) first reported a position in Schwab US Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
  • 353 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2026, filed 9 Jul 2026.