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

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

LexAurum Advisors's SCHM Position: Q2 2026 in Review

LexAurum Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 11% in Q2 2026, selling an estimated $1.39M and leaving 342,974 shares worth $12.6M. The position accounts for 1.46% of the portfolio, ranked #15.

LexAurum Advisors first reported a position in SCHM in Q1 2019 and has held it in 28 quarters since. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

LexAurum Advisors held 342,974 shares of Schwab US Mid-Cap ETF worth $12.6M as of Q2 2026.
LexAurum Advisors sold 40,341 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.39M.
Schwab US Mid-Cap ETF made up 1.46% of LexAurum Advisors's portfolio in Q2 2026, its #15 holding.
LexAurum Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 28 quarters since.
1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.