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Millennium Capital Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Millennium Capital 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 		$537K Sell
14,570
-649
-4% -$22.3K 0.29% 75
2026
Q1 		$471K Hold
15,219
– – 0.29% 73
2025
Q4 		$458K Buy
15,219
+35
+0.2% +$1.04K 0.27% 74
2025
Q3 		$450K Sell
15,184
-30
-0.2% -$873 0.27% 72
2025
Q2 		$427K Buy
15,214
+8
+0.1% +$211 0.28% 65
2025
Q1 		$398K Sell
15,206
-794
-5% -$22.1K 0.29% 65
2024
Q4 		$443K Sell
16,000
-569
-3% -$16.2K 0.3% 61
2024
Q3 		$459K Sell
16,569
-15
-0.1% -$399 0.3% 61
2024
Q2 		$430K Sell
16,584
-180
-1% -$4.71K 0.29% 64
2024
Q1 		$455K Sell
16,764
-225
-1% -$5.74K 0.32% 62
2023
Q4 		$427K Sell
16,989
-261
-2% -$5.98K 0.33% 57
2023
Q3 		$389K Sell
17,250
-1,158
-6% -$27.4K 0.33% 58
2023
Q2 		$436K Sell
18,408
-363
-2% -$8.18K 0.36% 54
2023
Q1 		$425K Sell
18,771
-906
-5% -$20.9K 0.38% 54
2022
Q4 		$430K Sell
19,677
-288
-1% -$6.31K 0.43% 52
2022
Q3 		$403K Sell
19,965
-996
-5% -$22.2K 0.43% 54
2022
Q2 		$438K Sell
20,961
-363
-2% -$8.38K 0.43% 51
2022
Q1 		$539K Sell
21,324
-24
-0.1% -$602 0.44% 50
2021
Q4 		$572K Buy
+21,348
New +$569K 0.45% 50

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 $104B AUM 28.3% 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

Millennium Capital Advisors's SCHM Position: Q2 2026 in Review

Millennium Capital Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.3% in Q2 2026, selling an estimated $22.3K and leaving 14,570 shares worth $537K. The position accounts for 0.29% of the portfolio, ranked #75.

Millennium Capital Advisors first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $572K in Q4 2021. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Millennium Capital Advisors held 14,570 shares of Schwab US Mid-Cap ETF worth $537K as of Q2 2026.
  • Millennium Capital Advisors sold 649 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $22.3K.
  • Schwab US Mid-Cap ETF made up 0.29% of Millennium Capital Advisors's portfolio in Q2 2026, its #75 holding.
  • Millennium Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Millennium Capital Advisors's Schwab US Mid-Cap ETF position peaked at $572K in Q4 2021.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Millennium Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.