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

Nautilus 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	$850K	Hold	23,731	–	–	0.5%	58
2026 Q1	$735K	Buy	23,731 +1	+0%	+$32	0.5%	58
2025 Q4	$714K	Buy	23,730 +1	+0%	+$30	0.47%	58
2025 Q3	$703K	Buy	23,729 +2	+0%	+$58	0.47%	61
2025 Q2	$666K	Buy	23,727 +2	+0%	+$53	0.49%	58
2025 Q1	$622K	Sell	23,725 -899	-4%	-$25K	0.51%	58
2024 Q4	$682K	Buy	+24,624	New	+$702K	0.54%	53

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

Nautilus Advisors's SCHM Position: Q2 2026 in Review

Nautilus Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 23,731 shares worth $850K. The position accounts for 0.5% of the portfolio, ranked #58.

Nautilus Advisors first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Nautilus Advisors held 23,731 shares of Schwab US Mid-Cap ETF worth $850K as of Q2 2026.
Nautilus Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.5% of Nautilus Advisors's portfolio in Q2 2026, its #58 holding.
Nautilus Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.