One Day In July LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

One Day In July LLC’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	$290K	Hold	7,875	–	–	0.02%	138
2026 Q1	$244K	Hold	7,875	–	–	0.02%	137
2025 Q4	$237K	Hold	7,875	–	–	0.02%	138
2025 Q3	$233K	Hold	7,875	–	–	0.02%	127
2025 Q2	$221K	Hold	7,875	–	–	0.02%	133
2025 Q1	$206K	Hold	7,875	–	–	0.02%	130
2024 Q4	$218K	Hold	7,875	–	–	0.02%	123
2024 Q3	$218K	Hold	7,875	–	–	0.02%	129
2024 Q2	$204K	Hold	7,875	–	–	0.03%	130
2024 Q1	$214K	Buy	+7,875	New	+$201K	0.03%	124
2023 Q1	–	Sell	-10,389	Closed	-$227K	–	94
2022 Q4	$227K	Buy	+10,389	New	+$228K	0.05%	84
2022 Q3	–	Sell	-9,675	Closed	-$202K	–	79
2022 Q2	$202K	Hold	9,675	–	–	0.05%	75
2022 Q1	$245K	Hold	9,675	–	–	0.05%	68
2021 Q4	$259K	Hold	9,675	–	–	0.05%	70
2021 Q3	$247K	Hold	9,675	–	–	0.06%	65
2021 Q2	$252K	Hold	9,675	–	–	0.07%	57
2021 Q1	$240K	Hold	9,675	–	–	0.07%	56
2020 Q4	$220K	Buy	+9,675	New	+$202K	0.07%	52

Other funds holding SCHM

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

One Day In July LLC's SCHM Position: Q2 2026 in Review

One Day In July LLC held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 7,875 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #138.

One Day In July LLC first reported a position in SCHM in Q4 2020 and has held it in 18 quarters since. 585 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

One Day In July LLC held 7,875 shares of Schwab US Mid-Cap ETF worth $290K as of Q2 2026.
One Day In July LLC left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.02% of One Day In July LLC's portfolio in Q2 2026, its #138 holding.
One Day In July LLC first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 18 quarters since.
585 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on One Day In July LLC's 13F filing for Q2 2026, filed 3 Aug 2026.