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Millstone Evans Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Millstone Evans Group’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 		$73.9K Hold
2,004
– – 0.04% 273
2026
Q1 		$62K Hold
2,004
– – 0.04% 297
2025
Q4 		$60.3K Hold
2,004
– – 0.04% 297
2025
Q3 		$59.4K Hold
2,004
– – 0.04% 284
2025
Q2 		$56.2K Hold
2,004
– – 0.04% 279
2025
Q1 		$52.5K Hold
2,004
– – 0.04% 285
2024
Q4 		$55.5K Buy
+2,004
New +$57.1K 0.04% 271

Other funds holding SCHM

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
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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Millstone Evans Group's SCHM Position: Q2 2026 in Review

Millstone Evans Group held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 2,004 shares worth $73.9K. The position accounts for 0.04% of the portfolio, ranked #273.

Millstone Evans Group first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 957 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Millstone Evans Group held 2,004 shares of Schwab US Mid-Cap ETF worth $73.9K as of Q2 2026.
  • Millstone Evans Group left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.04% of Millstone Evans Group's portfolio in Q2 2026, its #273 holding.
  • Millstone Evans Group first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 957 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.