MBA Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MBA 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	$1.46M	Sell	39,680 -35,168	-47%	-$1.21M	0.49%	46
2026 Q1	$2.32M	Sell	74,848 -1,257	-2%	-$40K	0.89%	24
2025 Q4	$2.29M	Sell	76,105 -1,250	-2%	-$37.3K	0.92%	25
2025 Q3	$2.29M	Sell	77,355 -1,054	-1%	-$30.7K	0.98%	23
2025 Q2	$2.2M	Sell	78,409 -9,519	-11%	-$251K	1.02%	24
2025 Q1	$2.3M	Sell	87,928 -1,859	-2%	-$51.8K	1.14%	22
2024 Q4	$2.49M	Sell	89,787 -1,056	-1%	-$30.1K	1.25%	22
2024 Q3	$2.52M	Sell	90,843 -27,924	-24%	-$743K	1.21%	22
2024 Q2	$3.08M	Sell	118,767 -6,858	-5%	-$179K	1.58%	19
2024 Q1	$3.41M	Sell	125,625 -17,235	-12%	-$440K	1.76%	17
2023 Q4	$3.59M	Sell	142,860 -115,980	-45%	-$2.66M	2%	16
2023 Q3	$5.84M	Sell	258,840 -2,187	-0.8%	-$51.8K	3.58%	8
2023 Q2	$6.18M	Buy	261,027 +15,645	+6%	+$353K	3.69%	3
2023 Q1	$5.55M	Buy	245,382 +5,598	+2%	+$129K	3.45%	5
2022 Q4	$5.24M	Buy	239,784 +18,321	+8%	+$402K	3.43%	3
2022 Q3	$4.47M	Buy	221,463 +5,694	+3%	+$127K	3.23%	6
2022 Q2	$4.51M	Buy	215,769 +11,241	+5%	+$259K	3.1%	7
2022 Q1	$5.17M	Buy	204,528 +12,396	+6%	+$311K	3.2%	5
2021 Q4	$5.15M	Buy	192,132 +3,531	+2%	+$94.2K	3.19%	5
2021 Q3	$4.82M	Buy	188,601 +8,916	+5%	+$233K	3.56%	2
2021 Q2	$4.69K	Sell	179,685 -11,451	-6%	-$296K	2.18%	4
2021 Q1	$4.74K	Buy	+191,136	New	+$4.64M	2.61%	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

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

MBA Advisors's SCHM Position: Q2 2026 in Review

MBA Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 47% in Q2 2026, selling an estimated $1.21M and leaving 39,680 shares worth $1.46M. The position accounts for 0.49% of the portfolio, ranked #46.

MBA Advisors first reported a position in SCHM in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.18M in Q2 2023. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

MBA Advisors held 39,680 shares of Schwab US Mid-Cap ETF worth $1.46M as of Q2 2026.
MBA Advisors sold 35,168 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.21M.
Schwab US Mid-Cap ETF made up 0.49% of MBA Advisors's portfolio in Q2 2026, its #46 holding.
MBA Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
MBA Advisors's Schwab US Mid-Cap ETF position peaked at $6.18M in Q2 2023.
551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.