N.E.W. Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

N.E.W. Advisory Services’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	$240K	Buy	6,506 +115	+2%	+$3.96K	0.02%	205
2026 Q1	$198K	Sell	6,391 -323,620	-98%	-$10.3M	0.01%	215
2025 Q4	$9.92M	Buy	330,011 +274,764	+497%	+$8.19M	0.73%	28
2025 Q3	$1.64M	Buy	55,247 +53,252	+2,669%	+$1.55M	0.15%	55
2025 Q2	$56K	Sell	1,995 -5,284	-73%	-$139K	0.01%	298
2025 Q1	$191K	Buy	+7,279	New	+$203K	0.01%	210

Other funds holding SCHM

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

N.E.W. Advisory Services's SCHM Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.8% in Q2 2026, buying an estimated $3.96K and bringing the position to 6,506 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #205.

N.E.W. Advisory Services first reported a position in SCHM in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.92M in Q4 2025. 814 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

N.E.W. Advisory Services held 6,506 shares of Schwab US Mid-Cap ETF worth $240K as of Q2 2026.
N.E.W. Advisory Services bought 115 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $3.96K.
Schwab US Mid-Cap ETF made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #205 holding.
N.E.W. Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Schwab US Mid-Cap ETF position peaked at $9.92M in Q4 2025.
814 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.