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

Natixis 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	$7.65M	Buy	207,494 +33,128	+19%	+$1.14M	0.01%	806
2026 Q1	$5.4M	Buy	174,366 +27,504	+19%	+$876K	0.01%	820
2025 Q4	$4.42M	Buy	146,862 +21,102	+17%	+$629K	0.01%	853
2025 Q3	$3.73M	Buy	125,760 +10,009	+9%	+$291K	0.01%	923
2025 Q2	$3.25M	Buy	115,751 +30,863	+36%	+$814K	0.01%	943
2025 Q1	$2.22M	Buy	84,888 +40,965	+93%	+$1.14M	﹤0.01%	1045
2024 Q4	$1.22M	Buy	43,923 +10,746	+32%	+$306K	﹤0.01%	1249
2024 Q3	$306K	Buy	+33,177	New	+$882K	﹤0.01%	1523
2023 Q4	–	Sell	-37,635	Closed	-$849K	–	1564
2023 Q3	$849K	Buy	+37,635	New	+$892K	﹤0.01%	1207

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

Natixis Advisors's SCHM Position: Q2 2026 in Review

Natixis Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 19% in Q2 2026, buying an estimated $1.14M and bringing the position to 207,494 shares worth $7.65M. The position accounts for 0.01% of the portfolio, ranked #806.

Natixis Advisors first reported a position in SCHM in Q3 2023 and has held it in 9 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Natixis Advisors held 207,494 shares of Schwab US Mid-Cap ETF worth $7.65M as of Q2 2026.
Natixis Advisors bought 33,128 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.14M.
Schwab US Mid-Cap ETF made up 0.01% of Natixis Advisors's portfolio in Q2 2026, its #806 holding.
Natixis Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and has held it in 9 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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