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OFS Enterprise’s Schwab US Mid-Cap ETF SCHM Stock Holding History

OFS Enterprise’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 		$1.97M Sell
53,510
-533
-1% -$18.3K 0.5% 28
2026
Q1 		$1.67M Buy
+54,043
New +$1.72M 0.49% 31

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MGIA
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
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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

OFS Enterprise's SCHM Position: Q2 2026 in Review

OFS Enterprise reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.99% in Q2 2026, selling an estimated $18.3K and leaving 53,510 shares worth $1.97M. The position accounts for 0.5% of the portfolio, ranked #28.

OFS Enterprise first reported a position in SCHM in Q1 2026 and has held it in 2 quarters since. 1,064 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • OFS Enterprise held 53,510 shares of Schwab US Mid-Cap ETF worth $1.97M as of Q2 2026.
  • OFS Enterprise sold 533 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $18.3K.
  • Schwab US Mid-Cap ETF made up 0.5% of OFS Enterprise's portfolio in Q2 2026, its #28 holding.
  • OFS Enterprise first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on OFS Enterprise's 13F filing for Q2 2026, filed 8 Jul 2026.