NWF Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$456K Buy
12,374
+4
+0% +$138 0.04% 239
2026
Q1
$383K Buy
12,370
+1,175
+10% +$37.4K 0.04% 246
2025
Q4
$337K Sell
11,195
-1,675
-13% -$49.9K 0.04% 268
2025
Q3
$381K Buy
12,870
+3
+0% +$87 0.04% 244
2025
Q2
$361K Buy
12,867
+630
+5% +$16.6K 0.04% 258
2025
Q1
$321K Buy
+12,237
New +$341K 0.05% 239
2024
Q4
Sell
-12,732
Closed -$353K 400
2024
Q3
$353K Sell
12,732
-1,080
-8% -$28.7K 0.05% 216
2024
Q2
$358K Sell
13,812
-1,434
-9% -$37.5K 0.06% 195
2024
Q1
$414K Buy
15,246
+3
+0% +$77 0.07% 186
2023
Q4
$383K Buy
15,243
+6
+0% +$137 0.08% 172
2023
Q3
$344K Buy
15,237
+504
+3% +$11.9K 0.08% 168
2023
Q2
$349K Hold
14,733
0.08% 171
2023
Q1
$349K Buy
+14,733
New +$339K 0.08% 170

Other funds holding SCHM

NWF Advisory Services's SCHM Position: Q2 2026 in Review

NWF Advisory Services increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.03% in Q2 2026, buying an estimated $138 and bringing the position to 12,374 shares worth $456K. The position accounts for 0.04% of the portfolio, ranked #239.

NWF Advisory Services first reported a position in SCHM in Q1 2023 and has held it in 13 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • NWF Advisory Services held 12,374 shares of Schwab US Mid-Cap ETF worth $456K as of Q2 2026.
  • NWF Advisory Services bought 4 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $138.
  • Schwab US Mid-Cap ETF made up 0.04% of NWF Advisory Services's portfolio in Q2 2026, its #239 holding.
  • NWF Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.