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Operose Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Operose Advisors’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 		$123K Buy
3,326
+10
+0.3% +$344 0.02% 217
2026
Q1 		$103K Buy
3,316
+8
+0.2% +$255 0.02% 216
2025
Q4 		$99.5K Buy
3,308
+14
+0.4% +$417 0.02% 215
2025
Q3 		$97.6K Buy
3,294
+14
+0.4% +$408 0.02% 200
2025
Q2 		$92K Buy
3,280
+12
+0.4% +$317 0.03% 187
2025
Q1 		$85.6K Buy
3,268
+10
+0.3% +$278 0.03% 180
2024
Q4 		$90.3K Buy
3,258
+12
+0.4% +$342 0.03% 174
2024
Q3 		$89.9K Buy
3,246
+24
+0.7% +$638 0.03% 208
2024
Q2 		$83.6K Hold
3,222
– – 0.03% 195
2024
Q1 		$87.5K Buy
3,222
+9
+0.3% +$230 0.03% 204
2023
Q4 		$80.6K Buy
3,213
+18
+0.6% +$412 0.03% 176
2023
Q3 		$72.1K Buy
3,195
+12
+0.4% +$284 0.03% 250
2023
Q2 		$75.4K Buy
3,183
+12
+0.4% +$270 0.03% 140
2023
Q1 		$71.7K Buy
3,171
+648
+26% +$14.9K 0.04% 135
2022
Q4 		$55.2K Buy
2,523
+12
+0.5% +$263 0.03% 145
2022
Q3 		$51K Buy
+2,511
New +$56K 0.03% 145

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

Operose Advisors's SCHM Position: Q2 2026 in Review

Operose Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.3% in Q2 2026, buying an estimated $344 and bringing the position to 3,326 shares worth $123K. The position accounts for 0.02% of the portfolio, ranked #217.

Operose Advisors first reported a position in SCHM in Q3 2022 and has held it in 16 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Operose Advisors held 3,326 shares of Schwab US Mid-Cap ETF worth $123K as of Q2 2026.
  • Operose Advisors bought 10 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $344.
  • Schwab US Mid-Cap ETF made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #217 holding.
  • Operose Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.