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

Mutual 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 		$696K Sell
18,865
-299
-2% -$10.3K 0.01% 792
2026
Q1 		$593K Sell
19,164
-11,974
-38% -$381K 0.01% 802
2025
Q4 		$936K Sell
31,138
-501
-2% -$14.9K 0.02% 601
2025
Q3 		$946K Buy
31,639
+502
+2% +$14.6K 0.02% 592
2025
Q2 		$906K Sell
31,137
-326
-1% -$8.6K 0.02% 552
2025
Q1 		$799K Sell
31,463
-115
-0.4% -$3.2K 0.02% 535
2024
Q4 		$906K Sell
31,578
-62,145
-66% -$1.77M 0.03% 511
2024
Q3 		$867K Sell
93,723
-59,685
-39% -$1.59M 0.03% 533
2024
Q2 		$4.12M Buy
153,408
+14,331
+10% +$375K 0.12% 161
2024
Q1 		$3.78M Sell
139,077
-21,444
-13% -$547K 0.12% 159
2023
Q4 		$4.03M Buy
160,521
+23,415
+17% +$536K 0.14% 153
2023
Q3 		$3.09M Buy
137,106
+34,218
+33% +$811K 0.12% 171
2023
Q2 		$2.44M Sell
102,888
-15,612
-13% -$352K 0.09% 219
2023
Q1 		$2.68M Sell
118,500
-35,871
-23% -$826K 0.11% 194
2022
Q4 		$3.38M Buy
154,371
+5,979
+4% +$131K 0.15% 148
2022
Q3 		$2.99M Sell
148,392
-8,262
-5% -$184K 0.15% 133
2022
Q2 		$3.28M Buy
156,654
+22,716
+17% +$524K 0.22% 105
2022
Q1 		$3.39M Sell
133,938
-51,834
-28% -$1.3M 0.19% 116
2021
Q4 		$4.98M Sell
185,772
-5,268
-3% -$140K 0.26% 79
2021
Q3 		$4.88M Buy
191,040
+55,173
+41% +$1.44M 0.29% 75
2021
Q2 		$3.54M Buy
135,867
+26,529
+24% +$685K 0.21% 115
2021
Q1 		$2.71M Buy
+109,338
New +$2.65M 0.19% 135

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

Mutual Advisors's SCHM Position: Q2 2026 in Review

Mutual Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.6% in Q2 2026, selling an estimated $10.3K and leaving 18,865 shares worth $696K. The position accounts for 0.01% of the portfolio, ranked #792.

Mutual Advisors first reported a position in SCHM in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.98M in Q4 2021. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Mutual Advisors held 18,865 shares of Schwab US Mid-Cap ETF worth $696K as of Q2 2026.
  • Mutual Advisors sold 299 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $10.3K.
  • Schwab US Mid-Cap ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #792 holding.
  • Mutual Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Mutual Advisors's Schwab US Mid-Cap ETF position peaked at $4.98M in Q4 2021.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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