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Nations Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Nations Financial 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 		$232K Buy
+6,293
New +$217K 0.01% 710

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FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
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DAS
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SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Nations Financial Group's SCHM Position: Q2 2026 in Review

Nations Financial Group opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 6,293 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #710 among its holdings.

400 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Nations Financial Group held 6,293 shares of Schwab US Mid-Cap ETF worth $232K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Nations Financial Group position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #710 holding.
  • 400 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.