Manchester Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Manchester Financial’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	$1.31M	Sell	35,481 -147,894	-81%	-$5.09M	0.23%	49
2026 Q1	$5.68M	Sell	183,375 -12,021	-6%	-$383K	1.09%	19
2025 Q4	$5.88M	Sell	195,396 -22,452	-10%	-$669K	1.1%	21
2025 Q3	$6.46M	Sell	217,848 -171,940	-44%	-$5.01M	1.29%	17
2025 Q2	$10.9M	Sell	389,788 -244,815	-39%	-$6.46M	2.29%	14
2025 Q1	$16.6M	Sell	634,603 -186,096	-23%	-$5.18M	3.75%	6
2024 Q4	$22.7M	Sell	820,699 -61,547	-7%	-$1.75M	4.98%	5
2024 Q3	$24.4M	Sell	882,246 -25,320	-3%	-$673K	5.3%	6
2024 Q2	$23.5M	Buy	907,566 +10,497	+1%	+$275K	5.79%	7
2024 Q1	$24.3M	Buy	897,069 +26,565	+3%	+$678K	6.35%	6
2023 Q4	$21.9M	Sell	870,504 -7,194	-0.8%	-$165K	6.11%	8
2023 Q3	$19.8M	Buy	877,698 +11,718	+1%	+$278K	5.82%	8
2023 Q2	$20.5M	Buy	865,980 +11,088	+1%	+$250K	5.82%	7
2023 Q1	$19.3M	Buy	854,892 +13,860	+2%	+$319K	5.6%	7
2022 Q4	$18.4M	Buy	841,032 +30,636	+4%	+$671K	4.98%	7
2022 Q3	$16.4M	Buy	810,396 +50,844	+7%	+$1.13M	4.71%	6
2022 Q2	$15.9M	Sell	759,552 -8,172	-1%	-$189K	6.15%	6
2022 Q1	$19.4M	Buy	767,724 +35,253	+5%	+$884K	6.97%	5
2021 Q4	$19.6M	Buy	732,471 +21,666	+3%	+$578K	6.89%	4
2021 Q3	$18.2M	Buy	710,805 +25,122	+4%	+$656K	6.95%	4
2021 Q2	$17.9M	Buy	685,683 +33,558	+5%	+$867K	7.07%	3
2021 Q1	$16.2M	Buy	652,125 +200,166	+44%	+$4.86M	7.5%	3
2020 Q4	$10.3M	Buy	451,959 +413,334	+1,070%	+$8.62M	6.38%	4
2020 Q3	$714K	Buy	38,625 +4,185	+12%	+$77.5K	0.54%	28
2020 Q2	$604K	Sell	34,440 -13,482	-28%	-$220K	0.49%	32
2020 Q1	$673K	Sell	47,922 -1,408,005	-97%	-$25.8M	0.5%	30
2019 Q4	$29.2M	Buy	1,455,927 +177	+0%	+$3.43K	11.43%	2
2019 Q3	$27.4M	Buy	1,455,750 +55,479	+4%	+$1.05M	12.03%	2
2019 Q2	$26.6M	Buy	1,400,271 +61,611	+5%	+$1.15M	11.98%	2
2019 Q1	$24.7M	Buy	1,338,660 +23,370	+2%	+$418K	11.98%	2
2018 Q4	$21M	Buy	+1,315,290	New	+$23M	11.36%	2

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Manchester Financial's SCHM Position: Q2 2026 in Review

Manchester Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 81% in Q2 2026, selling an estimated $5.09M and leaving 35,481 shares worth $1.31M. The position accounts for 0.23% of the portfolio, ranked #49.

Manchester Financial first reported a position in SCHM in Q4 2018 and has held it in 31 quarters since. The position peaked at $29.2M in Q4 2019. 540 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Manchester Financial held 35,481 shares of Schwab US Mid-Cap ETF worth $1.31M as of Q2 2026.
Manchester Financial sold 147,894 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $5.09M.
Schwab US Mid-Cap ETF made up 0.23% of Manchester Financial's portfolio in Q2 2026, its #49 holding.
Manchester Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Manchester Financial's Schwab US Mid-Cap ETF position peaked at $29.2M in Q4 2019.
540 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Manchester Financial's 13F filing for Q2 2026, filed 17 Jul 2026.