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Leverty Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Leverty Financial Group’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 		$794K Sell
21,540
-2,714
-11% -$93.4K 0.15% 21
2026
Q1 		$751K Buy
24,254
+1,501
+7% +$47.8K 0.17% 20
2025
Q4 		$684K Buy
22,753
+8,403
+59% +$250K 0.16% 20
2025
Q3 		$425K Sell
14,350
-688
-5% -$20K 0.11% 28
2025
Q2 		$422K Sell
15,038
-35,377
-70% -$933K 0.13% 26
2025
Q1 		$1.32M Buy
50,415
+5,385
+12% +$150K 0.54% 13
2024
Q4 		$1.25M Buy
45,030
+9,753
+28% +$278K 0.64% 12
2024
Q3 		$977K Buy
35,277
+17,229
+95% +$458K 0.53% 12
2024
Q2 		$468K Buy
18,048
+2,211
+14% +$57.8K 0.28% 16
2024
Q1 		$430K Sell
15,837
-6,636
-30% -$169K 0.26% 17
2023
Q4 		$564K Buy
22,473
+11,085
+97% +$254K 0.36% 14
2023
Q3 		$257K Sell
11,388
-960
-8% -$22.7K 0.19% 22
2023
Q2 		$292K Sell
12,348
-1,188
-9% -$26.8K 0.21% 20
2023
Q1 		$306K Sell
13,536
-1,671
-11% -$38.5K 0.24% 18
2022
Q4 		$333K Buy
+15,207
New +$333K 0.28% 16
2022
Q1 		– Sell
-909
Closed -$24K – 104
2021
Q4 		$24K Buy
+909
New +$24.2K 0.02% 69

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

Leverty Financial Group's SCHM Position: Q2 2026 in Review

Leverty Financial Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 11% in Q2 2026, selling an estimated $93.4K and leaving 21,540 shares worth $794K. The position accounts for 0.15% of the portfolio, ranked #21.

Leverty Financial Group first reported a position in SCHM in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.32M in Q1 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Leverty Financial Group held 21,540 shares of Schwab US Mid-Cap ETF worth $794K as of Q2 2026.
  • Leverty Financial Group sold 2,714 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $93.4K.
  • Schwab US Mid-Cap ETF made up 0.15% of Leverty Financial Group's portfolio in Q2 2026, its #21 holding.
  • Leverty Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • Leverty Financial Group's Schwab US Mid-Cap ETF position peaked at $1.32M in Q1 2025.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.