Madison Park Capital Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Madison Park Capital 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	$2.4M	Buy	65,084 +182	+0.3%	+$6.26K	1.71%	20
2026 Q1	$2.01M	Sell	64,902 -1,847	-3%	-$58.8K	1.58%	20
2025 Q4	$2.01M	Sell	66,749 -154	-0.2%	-$4.59K	1.63%	21
2025 Q3	$1.98M	Buy	66,903 +1,127	+2%	+$32.8K	1.63%	21
2025 Q2	$1.85M	Sell	65,776 -1,519	-2%	-$40.1K	1.55%	20
2025 Q1	$1.76M	Sell	67,295 -2,443	-4%	-$68K	1.55%	19
2024 Q4	$1.93M	Sell	69,738 -1,077	-2%	-$30.7K	1.54%	18
2024 Q3	$1.96M	Buy	70,815 +465	+0.7%	+$12.4K	1.47%	21
2024 Q2	$1.83M	Buy	70,350 +3,210	+5%	+$84K	1.53%	20
2024 Q1	$1.82M	Buy	67,140 +1,536	+2%	+$39.2K	1.59%	21
2023 Q4	$1.65M	Buy	+65,604	New	+$1.5M	1.59%	21

Other funds holding SCHM

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Madison Park Capital Advisors's SCHM Position: Q2 2026 in Review

Madison Park Capital Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.28% in Q2 2026, buying an estimated $6.26K and bringing the position to 65,084 shares worth $2.4M. The position accounts for 1.71% of the portfolio, ranked #20.

Madison Park Capital Advisors first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Madison Park Capital Advisors held 65,084 shares of Schwab US Mid-Cap ETF worth $2.4M as of Q2 2026.
Madison Park Capital Advisors bought 182 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $6.26K.
Schwab US Mid-Cap ETF made up 1.71% of Madison Park Capital Advisors's portfolio in Q2 2026, its #20 holding.
Madison Park Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Madison Park Capital Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.