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NBC Securities’s Schwab US Mid-Cap ETF SCHM Stock Holding History

NBC Securities’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 		$53.6K Buy
1,453
+645
+80% +$22.2K ﹤0.01% 1266
2026
Q1 		$25K Buy
808
+55
+7% +$1.75K ﹤0.01% 1621
2025
Q4 		$22.6K Hold
753
– – ﹤0.01% 1724
2025
Q3 		$22.3K Sell
753
-335
-31% -$9.75K ﹤0.01% 1696
2025
Q2 		$30K Buy
1,088
+335
+44% +$8.84K ﹤0.01% 1532
2025
Q1 		$19K Buy
+753
New +$21K ﹤0.01% 1518
2024
Q4 		– Sell
-753
Closed -$20K – 1923
2024
Q3 		$20K Hold
753
– – ﹤0.01% 1513
2024
Q2 		$19K Hold
753
– – ﹤0.01% 1477
2024
Q1 		$21K Hold
753
– – ﹤0.01% 1459
2023
Q4 		$18K Sell
753
-888
-54% -$20.3K ﹤0.01% 1521
2023
Q3 		$37K Buy
+1,641
New +$38.9K ﹤0.01% 1224

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NBC Securities's SCHM Position: Q2 2026 in Review

NBC Securities increased its Schwab US Mid-Cap ETF (SCHM) stake by 80% in Q2 2026, buying an estimated $22.2K and bringing the position to 1,453 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

NBC Securities first reported a position in SCHM in Q3 2023 and has held it in 11 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • NBC Securities held 1,453 shares of Schwab US Mid-Cap ETF worth $53.6K as of Q2 2026.
  • NBC Securities bought 645 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $22.2K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1266 holding.
  • NBC Securities first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.