LexAurum Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

LexAurum Advisors’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	$12.6M	Sell	342,974 -40,341	-11%	-$1.39M	1.46%	15
2026 Q1	$11.9M	Buy	+383,315	New	+$12.2M	1.54%	15
2025 Q3	$11.3M	Buy	380,620 +18,588	+5%	+$541K	1.6%	12
2025 Q2	$10.2M	Buy	362,032 +87,024	+32%	+$2.3M	1.6%	12
2025 Q1	$7.21M	Buy	275,008 +13,426	+5%	+$374K	1.38%	14
2024 Q4	$7.25M	Buy	261,582 +3,129	+1%	+$89.2K	1.44%	16
2024 Q3	$7.16M	Buy	258,453 +19,185	+8%	+$510K	1.57%	14
2024 Q2	$6.21M	Buy	239,268 +6,909	+3%	+$181K	1.51%	16
2024 Q1	$6.31M	Buy	232,359 +990	+0.4%	+$25.3K	1.59%	14
2023 Q4	$5.81M	Buy	231,369 +8,397	+4%	+$192K	1.52%	14
2023 Q3	$5.03M	Sell	222,972 -3,000	-1%	-$71.1K	1.47%	14
2023 Q2	$5.35M	Buy	225,972 +9,474	+4%	+$214K	1.61%	14
2023 Q1	$4.9M	Buy	216,498 +4,074	+2%	+$93.8K	1.63%	12
2022 Q4	$4.65M	Buy	212,424 +9,369	+5%	+$205K	1.66%	12
2022 Q3	$4.1M	Buy	203,055 +10,344	+5%	+$231K	1.58%	14
2022 Q2	$4.03M	Buy	192,711 +39,504	+26%	+$912K	1.51%	14
2022 Q1	$3.87M	Buy	153,207 +140,052	+1,065%	+$3.51M	1.26%	19
2021 Q4	$353K	Hold	13,155	–	–	0.11%	179
2021 Q3	$336K	Hold	13,155	–	–	0.1%	211
2021 Q2	$343K	Hold	13,155	–	–	0.1%	211
2021 Q1	$326K	Hold	13,155	–	–	0.11%	190
2020 Q4	$299K	Buy	13,155 +48	+0.4%	+$1K	0.11%	186
2020 Q3	$242K	Hold	13,107	–	–	0.1%	196
2020 Q2	$230K	Buy	+13,107	New	+$214K	0.13%	173
2020 Q1	–	Sell	-13,038	Closed	-$261K	–	238
2019 Q4	$261K	Hold	13,038	–	–	0.13%	170
2019 Q3	$246K	Hold	13,038	–	–	0.15%	157
2019 Q2	$248K	Hold	13,038	–	–	0.15%	137
2019 Q1	$241K	Buy	+13,038	New	+$233K	0.16%	135

Other funds holding SCHM

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 $59.6B AUM 29.42% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

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

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return