Leo H. Evart Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Leo H. Evart Inc’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	$3.05M	Sell	82,792 -1,415	-2%	-$48.7K	2.41%	12
2026 Q1	$2.61M	Buy	+84,207	New	+$2.68M	2.23%	14
2023 Q3	$1.93M	Sell	85,692 -1,869	-2%	-$44.3K	2.97%	13
2023 Q2	$2.07M	Sell	87,561 -1,722	-2%	-$38.8K	2.88%	13
2023 Q1	$2.02M	Sell	89,283 -6,210	-7%	-$143K	2.95%	12
2022 Q4	$2.09M	Buy	95,493 +183	+0.2%	+$4.01K	3.16%	12
2022 Q3	$1.92M	Sell	95,310 -471	-0.5%	-$10.5K	2.93%	12
2022 Q2	$2M	Sell	95,781 -15,345	-14%	-$354K	2.43%	13
2022 Q1	$2.81M	Sell	111,126 -1,617	-1%	-$40.5K	2.9%	12
2021 Q4	$3.02M	Buy	+112,743	New	+$3.01M	2.94%	12

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Leo H. Evart Inc's SCHM Position: Q2 2026 in Review

Leo H. Evart Inc reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.7% in Q2 2026, selling an estimated $48.7K and leaving 82,792 shares worth $3.05M. The position accounts for 2.41% of the portfolio, ranked #12.

Leo H. Evart Inc first reported a position in SCHM in Q4 2021 and has held it in 10 quarters since. 1,072 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Leo H. Evart Inc held 82,792 shares of Schwab US Mid-Cap ETF worth $3.05M as of Q2 2026.
Leo H. Evart Inc sold 1,415 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $48.7K.
Schwab US Mid-Cap ETF made up 2.41% of Leo H. Evart Inc's portfolio in Q2 2026, its #12 holding.
Leo H. Evart Inc first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 10 quarters since.
1,072 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.