MIA
SCHM icon

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

MeadowBrook Investment 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 		$1.5M Buy
40,617
+7,367
+22% +$254K 1.19% 21
2026
Q1 		$1.03M Buy
33,250
+19,355
+139% +$616K 0.91% 28
2025
Q4 		$418K Sell
13,895
-195
-1% -$5.81K 0.36% 63
2025
Q3 		$418K Sell
14,090
-395
-3% -$11.5K 0.36% 65
2025
Q2 		$406K Buy
14,485
+635
+5% +$16.8K 0.36% 68
2025
Q1 		$363K Hold
13,850
– – 0.34% 65
2024
Q4 		$384K Sell
13,850
-640
-4% -$18.2K 0.34% 66
2024
Q3 		$401K Sell
14,490
-15
-0.1% -$399 0.36% 63
2024
Q2 		$376K Buy
14,505
+210
+1% +$5.49K 0.36% 62
2024
Q1 		$388K Buy
14,295
+651
+5% +$16.6K 0.36% 67
2023
Q4 		$343K Buy
+13,644
New +$313K 0.33% 72

Other funds holding SCHM

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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

MeadowBrook Investment Advisors's SCHM Position: Q2 2026 in Review

MeadowBrook Investment Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 22% in Q2 2026, buying an estimated $254K and bringing the position to 40,617 shares worth $1.5M. The position accounts for 1.19% of the portfolio, ranked #21.

MeadowBrook Investment Advisors first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 400 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • MeadowBrook Investment Advisors held 40,617 shares of Schwab US Mid-Cap ETF worth $1.5M as of Q2 2026.
  • MeadowBrook Investment Advisors bought 7,367 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $254K.
  • Schwab US Mid-Cap ETF made up 1.19% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • MeadowBrook Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 400 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.