Nalls Sherbakoff Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Nalls Sherbakoff 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	$25.7K	Buy	697 +2	+0.3%	+$69	0.02%	236
2026 Q1	$21.5K	Buy	695 +2	+0.3%	+$64	0.02%	258
2025 Q4	$20.8K	Buy	693 +3	+0.4%	+$89	0.02%	274
2025 Q3	$20.4K	Buy	690 +3	+0.4%	+$87	0.01%	277
2025 Q2	$19.3K	Buy	687 +2	+0.3%	+$53	0.01%	280
2025 Q1	$17.9K	Buy	+685	New	+$19.1K	0.01%	255
2023 Q4	$18.1K	Buy	720 +3	+0.4%	+$69	0.02%	238
2023 Q3	$16.2K	Buy	717 +3	+0.4%	+$71	0.02%	240
2023 Q2	$15.6K	Hold	714	–	–	0.02%	245
2023 Q1	$15.8K	Buy	+714	New	+$16.4K	0.02%	249
2018 Q4	$11K	Buy	+672	New	+$11.7K	0.02%	263

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 $104B AUM 28.3% 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

Nalls Sherbakoff Group's SCHM Position: Q2 2026 in Review

Nalls Sherbakoff Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.29% in Q2 2026, buying an estimated $69 and bringing the position to 697 shares worth $25.7K. The position accounts for 0.02% of the portfolio, ranked #236.

Nalls Sherbakoff Group first reported a position in SCHM in Q4 2018 and has held it in 11 quarters since. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Nalls Sherbakoff Group held 697 shares of Schwab US Mid-Cap ETF worth $25.7K as of Q2 2026.
Nalls Sherbakoff Group bought 2 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $69.
Schwab US Mid-Cap ETF made up 0.02% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #236 holding.
Nalls Sherbakoff Group first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 11 quarters since.
1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.