MGO One Seven’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MGO One Seven’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	$382K	Buy	10,354 +1,677	+19%	+$57.7K	0.01%	1112
2026 Q1	$269K	Sell	8,677 -1	-0%	-$32	0.01%	1185
2025 Q4	$261K	Buy	8,678 +15	+0.2%	+$447	0.01%	1174
2025 Q3	$257K	Hold	8,663	–	–	0.01%	1115
2025 Q2	$243K	Hold	8,663	–	–	0.01%	1040
2025 Q1	$227K	Sell	8,663 -69	-0.8%	-$1.92K	0.01%	968
2024 Q4	$242K	Sell	8,732 -10,504	-55%	-$299K	0.01%	936
2024 Q3	$533K	Sell	19,236 -90	-0.5%	-$2.39K	0.02%	571
2024 Q2	$501K	Sell	19,326 -7,344	-28%	-$192K	0.02%	554
2024 Q1	$724K	Buy	+26,670	New	+$680K	0.04%	421
2020 Q3	–	Sell	-16,167	Closed	-$284K	–	490
2020 Q2	$284K	Sell	16,167 -5,709	-26%	-$93K	0.07%	338
2020 Q1	$307K	Hold	21,876	–	–	0.1%	270
2019 Q4	$438K	Hold	21,876	–	–	0.11%	245
2019 Q3	$412K	Hold	21,876	–	–	0.12%	234
2019 Q2	$416K	Hold	21,876	–	–	0.13%	215
2019 Q1	$403K	Hold	21,876	–	–	0.13%	221
2018 Q4	$349K	Hold	21,876	–	–	0.15%	156
2018 Q3	$421K	Buy	+21,876	New	+$417K	0.2%	143

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 $103B AUM 28.65% 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

MGO One Seven's SCHM Position: Q2 2026 in Review

MGO One Seven increased its Schwab US Mid-Cap ETF (SCHM) stake by 19% in Q2 2026, buying an estimated $57.7K and bringing the position to 10,354 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #1112.

MGO One Seven first reported a position in SCHM in Q3 2018 and has held it in 18 quarters since. The position peaked at $724K in Q1 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

MGO One Seven held 10,354 shares of Schwab US Mid-Cap ETF worth $382K as of Q2 2026.
MGO One Seven bought 1,677 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $57.7K.
Schwab US Mid-Cap ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #1112 holding.
MGO One Seven first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and has held it in 18 quarters since.
MGO One Seven's Schwab US Mid-Cap ETF position peaked at $724K in Q1 2024.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.