Nicholas Hoffman & Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Nicholas Hoffman & Company’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	$2.88M	Buy	78,183 +53	+0.1%	+$1.82K	0.06%	63
2026 Q1	$2.42M	Buy	78,130 +283	+0.4%	+$9.01K	0.06%	70
2025 Q4	$2.34M	Buy	77,847 +846	+1%	+$25.2K	0.05%	73
2025 Q3	$2.28M	Buy	77,001 +79	+0.1%	+$2.3K	0.06%	77
2025 Q2	$2.16M	Buy	76,922 +80	+0.1%	+$2.11K	0.06%	74
2025 Q1	$2.01M	Buy	76,842 +127	+0.2%	+$3.54K	0.08%	70
2024 Q4	$2.13M	Buy	76,715 +185	+0.2%	+$5.27K	0.09%	64
2024 Q3	$2.12M	Buy	76,530 +324	+0.4%	+$8.62K	0.09%	66
2024 Q2	$1.98M	Buy	76,206 +9	+0%	+$235	0.09%	66
2024 Q1	$2.07M	Buy	76,197 +150	+0.2%	+$3.83K	0.1%	64
2023 Q4	$1.91M	Buy	76,047 +10,230	+16%	+$234K	0.11%	64
2023 Q3	$1.48M	Buy	65,817 +60	+0.1%	+$1.42K	0.11%	75
2023 Q2	$1.56M	Buy	65,757 +816	+1%	+$18.4K	0.06%	74
2023 Q1	$1.47M	Buy	64,941 +57	+0.1%	+$1.31K	0.13%	78
2022 Q4	$1.42M	Buy	+64,884	New	+$1.42M	0.15%	85

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

Nicholas Hoffman & Company's SCHM Position: Q2 2026 in Review

Nicholas Hoffman & Company increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.07% in Q2 2026, buying an estimated $1.82K and bringing the position to 78,183 shares worth $2.88M. The position accounts for 0.06% of the portfolio, ranked #63.

Nicholas Hoffman & Company first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Nicholas Hoffman & Company held 78,183 shares of Schwab US Mid-Cap ETF worth $2.88M as of Q2 2026.
Nicholas Hoffman & Company bought 53 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.82K.
Schwab US Mid-Cap ETF made up 0.06% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #63 holding.
Nicholas Hoffman & Company first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.