Level Four Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Level Four Advisory Services’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	$704K	Buy	19,100 +1,914	+11%	+$65.9K	0.02%	523
2026 Q1	$532K	Buy	17,186 +786	+5%	+$25K	0.02%	575
2025 Q4	$493K	Sell	16,400 -941	-5%	-$28.1K	0.02%	574
2025 Q3	$514K	Sell	17,341 -510	-3%	-$14.8K	0.02%	551
2025 Q2	$501K	Sell	17,851 -445	-2%	-$11.7K	0.02%	521
2025 Q1	$479K	Buy	18,296 +134	+0.7%	+$3.73K	0.02%	509
2024 Q4	$503K	Sell	18,162 -27,690	-60%	-$789K	0.02%	495
2024 Q3	$421K	Buy	45,852 +30,702	+203%	+$816K	0.02%	548
2024 Q2	$393K	Sell	15,150 -13,251	-47%	-$347K	0.02%	541
2024 Q1	$713K	Hold	28,401	–	–	0.04%	366
2023 Q4	$713K	Sell	28,401 -3,819	-12%	-$87.5K	0.04%	365
2023 Q3	$727K	Buy	32,220 +2,991	+10%	+$70.9K	0.05%	350
2023 Q2	$692K	Buy	29,229 +19,875	+212%	+$448K	0.04%	383
2023 Q1	$212K	Buy	+9,354	New	+$215K	0.01%	676
2020 Q4	–	Sell	-14,022	Closed	-$259K	–	609
2020 Q3	$259K	Sell	14,022 -258	-2%	-$4.78K	0.02%	465
2020 Q2	$251K	Sell	14,280 -11,376	-44%	-$185K	0.02%	491
2020 Q1	$363K	Sell	25,656 -79,323	-76%	-$1.45M	0.04%	354
2019 Q4	$2.11M	Sell	104,979 -14,517	-12%	-$281K	0.08%	209
2019 Q3	$2.25M	Sell	119,496 -86,877	-42%	-$1.64M	0.23%	97
2019 Q2	$3.93M	Sell	206,373 -15,453	-7%	-$289K	0.4%	57
2019 Q1	$4.09M	Sell	221,826 -152,598	-41%	-$2.73M	0.45%	52
2018 Q4	$5.98M	Sell	374,424 -79,350	-17%	-$1.39M	0.75%	25
2018 Q3	$8.75M	Buy	453,774 +347,496	+327%	+$6.62M	0.95%	15
2018 Q2	$1.95M	Buy	106,278 +45,444	+75%	+$822K	0.14%	144
2018 Q1	$1.07M	Buy	60,834 +18,792	+45%	+$338K	0.08%	221
2017 Q4	$747K	Buy	42,042 +19,122	+83%	+$330K	0.06%	293
2017 Q3	$383K	Buy	+22,920	New	+$373K	0.03%	375

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

Level Four Advisory Services's SCHM Position: Q2 2026 in Review

Level Four Advisory Services increased its Schwab US Mid-Cap ETF (SCHM) stake by 11% in Q2 2026, buying an estimated $65.9K and bringing the position to 19,100 shares worth $704K. The position accounts for 0.02% of the portfolio, ranked #523.

Level Four Advisory Services first reported a position in SCHM in Q3 2017 and has held it in 27 quarters since. The position peaked at $8.75M in Q3 2018. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Level Four Advisory Services held 19,100 shares of Schwab US Mid-Cap ETF worth $704K as of Q2 2026.
Level Four Advisory Services bought 1,914 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $65.9K.
Schwab US Mid-Cap ETF made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #523 holding.
Level Four Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and has held it in 27 quarters since.
Level Four Advisory Services's Schwab US Mid-Cap ETF position peaked at $8.75M in Q3 2018.
1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.