MF
SCHM icon

Meridian Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Meridian Financial’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 		$455K Sell
12,335
-1,043
-8% -$35.9K 0.22% 86
2026
Q1 		$414K Sell
13,378
-461
-3% -$14.7K 0.23% 82
2025
Q4 		$416K Sell
13,839
-314
-2% -$9.36K 0.23% 83
2025
Q3 		$419K Sell
14,153
-1,397
-9% -$40.7K 0.24% 79
2025
Q2 		$436K Sell
15,550
-5,547
-26% -$146K 0.28% 66
2025
Q1 		$553K Sell
21,097
-578
-3% -$16.1K 0.39% 53
2024
Q4 		$601K Sell
21,675
-351
-2% -$10K 0.41% 49
2024
Q3 		$609K Sell
22,026
-597
-3% -$15.9K 0.41% 48
2024
Q2 		$587K Sell
22,623
-2,370
-9% -$62K 0.43% 51
2024
Q1 		$678K Buy
24,993
+81
+0.3% +$2.07K 0.51% 43
2023
Q4 		$625K Sell
24,912
-444
-2% -$10.2K 0.49% 42
2023
Q3 		$572K Buy
25,356
+345
+1% +$8.17K 0.53% 37
2023
Q2 		$592K Buy
25,011
+459
+2% +$10.3K 0.53% 38
2023
Q1 		$555K Buy
24,552
+879
+4% +$20.2K 0.54% 39
2022
Q4 		$518K Buy
23,673
+225
+1% +$4.93K 0.55% 43
2022
Q3 		$473K Buy
23,448
+1,023
+5% +$22.8K 0.55% 42
2022
Q2 		$469K Buy
22,425
+1,500
+7% +$34.6K 0.53% 43
2022
Q1 		$529K Hold
20,925
– – 0.55% 40
2021
Q4 		$561K Buy
+20,925
New +$558K 0.52% 44

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 $103B AUM 28.65% 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

Meridian Financial's SCHM Position: Q2 2026 in Review

Meridian Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 7.8% in Q2 2026, selling an estimated $35.9K and leaving 12,335 shares worth $455K. The position accounts for 0.22% of the portfolio, ranked #86.

Meridian Financial first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $678K in Q1 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Meridian Financial held 12,335 shares of Schwab US Mid-Cap ETF worth $455K as of Q2 2026.
  • Meridian Financial sold 1,043 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $35.9K.
  • Schwab US Mid-Cap ETF made up 0.22% of Meridian Financial's portfolio in Q2 2026, its #86 holding.
  • Meridian Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Meridian Financial's Schwab US Mid-Cap ETF position peaked at $678K in Q1 2024.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.