Mayfair Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Mayfair Advisory 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	$205K	Buy	+5,863	New	+$202K	0.06%	181

Other funds holding SCHM

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

AWMS

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

Mayfair Advisory Group's SCHM Position: Q2 2026 in Review

Mayfair Advisory Group opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 5,863 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #181 among its holdings.

851 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Mayfair Advisory Group held 5,863 shares of Schwab US Mid-Cap ETF worth $205K as of Q2 2026.
Schwab US Mid-Cap ETF was a new Mayfair Advisory Group position in Q2 2026.
Schwab US Mid-Cap ETF made up 0.06% of Mayfair Advisory Group's portfolio in Q2 2026, its #181 holding.
851 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.