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Mirador Capital Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Mirador Capital Partners’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 		$656K Buy
17,784
+106
+0.6% +$3.65K 0.08% 131
2026
Q1 		$547K Buy
17,678
+1,025
+6% +$32.6K 0.08% 139
2025
Q4 		$501K Buy
16,653
+744
+5% +$22.2K 0.07% 148
2025
Q3 		$472K Buy
15,909
+47
+0.3% +$1.37K 0.07% 152
2025
Q2 		$445K Sell
15,862
-42
-0.3% -$1.11K 0.07% 148
2025
Q1 		$417K Buy
15,904
+167
+1% +$4.65K 0.07% 147
2024
Q4 		$436K Buy
15,737
+281
+2% +$8.01K 0.08% 137
2024
Q3 		$428K Buy
15,456
+1,710
+12% +$45.5K 0.08% 134
2024
Q2 		$357K Sell
13,746
-570
-4% -$14.9K 0.07% 142
2024
Q1 		$389K Buy
14,316
+702
+5% +$17.9K 0.07% 141
2023
Q4 		$342K Buy
+13,614
New +$312K 0.07% 138
2022
Q1 		– Sell
-8,712
Closed -$234K – 216
2021
Q4 		$234K Buy
8,712
+777
+10% +$20.7K 0.05% 194
2021
Q3 		$203K Sell
7,935
-48
-0.6% -$1.25K 0.05% 195
2021
Q2 		$208K Buy
+7,983
New +$206K 0.05% 193
2021
Q1 		– Sell
-9,846
Closed -$224K – 191
2020
Q4 		$224K Buy
+9,846
New +$205K 0.06% 164
2020
Q1 		– Sell
-10,302
Closed -$207K – 164
2019
Q4 		$207K Buy
+10,302
New +$199K 0.08% 169
2018
Q4 		– Sell
-10,497
Closed -$202K – 150
2018
Q3 		$202K Buy
+10,497
New +$200K 0.1% 152

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

Mirador Capital Partners's SCHM Position: Q2 2026 in Review

Mirador Capital Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.6% in Q2 2026, buying an estimated $3.65K and bringing the position to 17,784 shares worth $656K. The position accounts for 0.08% of the portfolio, ranked #131.

Mirador Capital Partners first reported a position in SCHM in Q3 2018 and has held it in 17 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Mirador Capital Partners held 17,784 shares of Schwab US Mid-Cap ETF worth $656K as of Q2 2026.
  • Mirador Capital Partners bought 106 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $3.65K.
  • Schwab US Mid-Cap ETF made up 0.08% of Mirador Capital Partners's portfolio in Q2 2026, its #131 holding.
  • Mirador Capital Partners first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and has held it in 17 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.