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

Lloyd 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 		– Sell
-1,084
Closed -$33.6K – 939
2026
Q1 		$33.6K Buy
+1,084
New +$34.5K 0.01% 323
2022
Q2 		– Sell
-231
Closed -$6K – 460
2022
Q1 		$6K Buy
+231
New +$5.79K ﹤0.01% 433

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MGIA
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Jones Financial Companies
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AA
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HighTower Advisors
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Cerity Partners
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LWMT
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lloyd Advisory Services's SCHM Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 1,084 shares — an estimated $33.6K sold.

Lloyd Advisory Services first reported a position in SCHM in Q1 2022 and held it in 2 quarters. The position peaked at $33.6K in Q1 2026. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 1,084 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $33.6K.
  • Lloyd Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and held it in 2 quarters.
  • Lloyd Advisory Services's Schwab US Mid-Cap ETF position peaked at $33.6K in Q1 2026.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.