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Pacific Center for Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Pacific Center for Financial Services’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 		$1.45K Buy
39
+3
+8% +$103 ﹤0.01% 443
2026
Q1 		$1.12K Buy
+36
New +$1.15K ﹤0.01% 460

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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 $104B AUM 28.3% 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

Pacific Center for Financial Services's SCHM Position: Q2 2026 in Review

Pacific Center for Financial Services increased its Schwab US Mid-Cap ETF (SCHM) stake by 8.3% in Q2 2026, buying an estimated $103 and bringing the position to 39 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Pacific Center for Financial Services first reported a position in SCHM in Q1 2026 and has held it in 2 quarters since. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Pacific Center for Financial Services held 39 shares of Schwab US Mid-Cap ETF worth $1.45K as of Q2 2026.
  • Pacific Center for Financial Services bought 3 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $103.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q2 2026, its #443 holding.
  • Pacific Center for Financial Services first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.