MJT & Associates Financial Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MJT & Associates Financial Advisory’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	$146K	Hold	3,960	–	–	0.1%	54
2026 Q1	$123K	Hold	3,960	–	–	0.09%	54
2025 Q4	$119K	Hold	3,960	–	–	0.09%	55
2025 Q3	$117K	Sell	3,960 -1,800	-31%	-$52.4K	0.1%	55
2025 Q2	$162K	Hold	5,760	–	–	0.2%	49
2025 Q1	$151K	Buy	+5,760	New	+$160K	0.14%	58

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

MJT & Associates Financial Advisory's SCHM Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 3,960 shares worth $146K. The position accounts for 0.1% of the portfolio, ranked #54.

MJT & Associates Financial Advisory first reported a position in SCHM in Q1 2025 and has held it in 6 quarters since. The position peaked at $162K in Q2 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

MJT & Associates Financial Advisory held 3,960 shares of Schwab US Mid-Cap ETF worth $146K as of Q2 2026.
MJT & Associates Financial Advisory left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.1% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #54 holding.
MJT & Associates Financial Advisory first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's Schwab US Mid-Cap ETF position peaked at $162K in Q2 2025.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.