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McCarthy Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

McCarthy Asset Management’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 		$8.08M Buy
+219,273
New +$7.55M 3.83% 10
2025
Q4 		$6.44M Buy
214,138
+51,226
+31% +$1.53M 3.36% 11
2025
Q3 		$4.83M Buy
162,912
+2,297
+1% +$66.9K 3.1% 10
2025
Q2 		$4.51M Sell
160,615
-1,310
-0.8% -$34.6K 3.06% 11
2025
Q1 		$4.24M Sell
161,925
-264
-0.2% -$7.35K 3.07% 9
2024
Q4 		$4.49M Sell
162,189
-7,239
-4% -$206K 3.17% 9
2024
Q3 		$4.69M Sell
169,428
-7,305
-4% -$194K 2.92% 8
2024
Q2 		$4.59M Buy
176,733
+2,637
+2% +$69K 2.7% 10
2024
Q1 		$4.73M Sell
174,096
-3,297
-2% -$84.1K 2.91% 10
2023
Q4 		$4.45M Sell
177,393
-4,722
-3% -$108K 2.85% 10
2023
Q3 		$4.11M Sell
182,115
-9,567
-5% -$227K 3.01% 10
2023
Q2 		$4.54M Sell
191,682
-11,436
-6% -$258K 3.09% 10
2023
Q1 		$4.59M Buy
203,118
+1,011
+0.5% +$23.3K 3.12% 10
2022
Q4 		$4.42M Sell
202,107
-2,106
-1% -$46.2K 3.09% 10
2022
Q3 		$4.12M Buy
204,213
+45,546
+29% +$1.02M 3.22% 10
2022
Q2 		$3.32M Sell
158,667
-3,261
-2% -$75.2K 2.7% 10
2022
Q1 		$4.09M Sell
161,928
-1,473
-0.9% -$36.9K 2.85% 10
2021
Q4 		$4.38M Buy
163,401
+4,599
+3% +$123K 3.01% 9
2021
Q3 		$4.06M Buy
158,802
+4,794
+3% +$125K 3.05% 9
2021
Q2 		$4.02M Buy
154,008
+10,560
+7% +$273K 2.86% 10
2021
Q1 		$3.56M Buy
143,448
+12,708
+10% +$308K 2.78% 9
2020
Q4 		$2.97M Buy
+130,740
New +$2.73M 2.46% 10

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

McCarthy Asset Management's SCHM Position: Q2 2026 in Review

McCarthy Asset Management opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 219,273 shares worth $8.08M. The stake represents 3.83% of the portfolio and ranks #10 among its holdings. This is a return to the name: McCarthy Asset Management previously reported a position in SCHM as recently as Q4 2025.

McCarthy Asset Management first reported a position in SCHM in Q4 2020 and has held it in 22 quarters since. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • McCarthy Asset Management held 219,273 shares of Schwab US Mid-Cap ETF worth $8.08M as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new McCarthy Asset Management position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 3.83% of McCarthy Asset Management's portfolio in Q2 2026, its #10 holding.
  • McCarthy Asset Management first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on McCarthy Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.