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

Milestone 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 		$12.3M Sell
332,273
-4,366
-1% -$150K 2.65% 12
2026
Q1 		$10.4M Sell
336,639
-345
-0.1% -$11K 2.52% 15
2025
Q4 		$10.1M Sell
336,984
-2,882
-0.8% -$85.9K 2.45% 14
2025
Q3 		$10.1M Sell
339,866
-2,594
-0.8% -$75.5K 2.5% 12
2025
Q2 		$9.61M Sell
342,460
-32,666
-9% -$862K 2.51% 11
2025
Q1 		$9.83M Sell
375,126
-24,982
-6% -$696K 2.73% 11
2024
Q4 		$11.1M Sell
400,108
-10,610
-3% -$302K 3.01% 9
2024
Q3 		$11.4M Sell
410,718
-18,510
-4% -$492K 3.19% 9
2024
Q2 		$11.1M Sell
429,228
-18,306
-4% -$479K 2.96% 9
2024
Q1 		$12.1M Sell
447,534
-19,887
-4% -$507K 3.28% 10
2023
Q4 		$11.7M Sell
467,421
-26,076
-5% -$597K 3.41% 9
2023
Q3 		$11.1M Sell
493,497
-4,302
-0.9% -$102K 3.17% 9
2023
Q2 		$11.8M Sell
497,799
-76,875
-13% -$1.73M 3.65% 9
2023
Q1 		$13M Sell
574,674
-12,750
-2% -$294K 4.01% 7
2022
Q4 		$12.8M Buy
+587,424
New +$12.9M 4.5% 7

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

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

Milestone Investment Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.3% in Q2 2026, selling an estimated $150K and leaving 332,273 shares worth $12.3M. The position accounts for 2.65% of the portfolio, ranked #12.

Milestone Investment Advisors first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. The position peaked at $13M in Q1 2023. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Milestone Investment Advisors held 332,273 shares of Schwab US Mid-Cap ETF worth $12.3M as of Q2 2026.
  • Milestone Investment Advisors sold 4,366 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $150K.
  • Schwab US Mid-Cap ETF made up 2.65% of Milestone Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • Milestone Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Milestone Investment Advisors's Schwab US Mid-Cap ETF position peaked at $13M in Q1 2023.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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