Main Street Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Main Street 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	$23.7K	Hold	642	–	–	0.01%	418
2026 Q1	$19.9K	Buy	+642	New	+$20.4K	0.01%	447
2025 Q4	–	Sell	-641	Closed	-$19K	–	499
2025 Q3	$19K	Buy	641 +3	+0.5%	+$87	0.01%	418
2025 Q2	$17.9K	Buy	638 +2	+0.3%	+$53	0.01%	413
2025 Q1	$16.6K	Buy	636 +2	+0.3%	+$56	0.01%	435
2024 Q4	$17.5K	Buy	634 +1	+0.2%	+$28	0.01%	413
2024 Q3	$17.5K	Buy	633 +3	+0.5%	+$80	0.01%	415
2024 Q2	$16.2K	Hold	630	–	–	0.01%	440
2024 Q1	$17K	Buy	630 +3	+0.5%	+$77	0.01%	455
2023 Q4	$15.8K	Buy	+627	New	+$14.4K	0.01%	690

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 $103B AUM 28.65% 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

Main Street Group's SCHM Position: Q2 2026 in Review

Main Street Group held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 642 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #418.

Main Street Group first reported a position in SCHM in Q4 2023 and has held it in 10 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Main Street Group held 642 shares of Schwab US Mid-Cap ETF worth $23.7K as of Q2 2026.
Main Street Group left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.01% of Main Street Group's portfolio in Q2 2026, its #418 holding.
Main Street Group first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.