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

Medallion Wealth 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	$2.2M	Buy	59,777 +1,514	+3%	+$52.1K	0.69%	35
2026 Q1	$1.8M	Buy	58,263 +2,474	+4%	+$78.8K	0.59%	44
2025 Q4	$1.68M	Buy	55,789 +844	+2%	+$25.2K	0.56%	43
2025 Q3	$1.63M	Buy	54,945 +4,828	+10%	+$141K	0.58%	40
2025 Q2	$1.42M	Buy	50,117 +2,964	+6%	+$78.2K	0.55%	44
2025 Q1	$1.24M	Buy	47,153 +5,112	+12%	+$142K	0.56%	40
2024 Q4	$1.16M	Buy	+42,041	New	+$1.2M	0.58%	39

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Medallion Wealth Advisors's SCHM Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.6% in Q2 2026, buying an estimated $52.1K and bringing the position to 59,777 shares worth $2.2M. The position accounts for 0.69% of the portfolio, ranked #35.

Medallion Wealth Advisors first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Medallion Wealth Advisors held 59,777 shares of Schwab US Mid-Cap ETF worth $2.2M as of Q2 2026.
Medallion Wealth Advisors bought 1,514 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $52.1K.
Schwab US Mid-Cap ETF made up 0.69% of Medallion Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Medallion Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.