Patton Albertson Miller Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Patton Albertson Miller Group’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	$246K	Sell	6,683 -501	-7%	-$17.2K	0.02%	195
2026 Q1	$222K	Sell	7,184 -771	-10%	-$24.5K	0.03%	206
2025 Q4	$239K	Hold	7,955	–	–	0.03%	200
2025 Q3	$236K	Sell	7,955 -2,175	-21%	-$63.3K	0.03%	195
2025 Q2	$284K	Hold	10,130	–	–	0.04%	187
2025 Q1	$265K	Sell	10,130 -1,100	-10%	-$30.6K	0.04%	187
2024 Q4	$311K	Sell	11,230 -1,304	-10%	-$37.2K	0.04%	178
2024 Q3	$347K	Sell	12,534 -756	-6%	-$20.1K	0.05%	166
2024 Q2	$345K	Hold	13,290	–	–	0.05%	159
2024 Q1	$361K	Sell	13,290 -873	-6%	-$22.3K	0.05%	159
2023 Q4	$356K	Buy	14,163 +6	+0%	+$137	0.06%	160
2023 Q3	$319K	Sell	14,157 -921	-6%	-$21.8K	0.06%	165
2023 Q2	$357K	Sell	15,078 -18,414	-55%	-$415K	0.07%	157
2023 Q1	$758K	Sell	33,492 -6,195	-16%	-$143K	0.14%	130
2022 Q4	$868K	Sell	39,687 -3,366	-8%	-$73.8K	0.16%	124
2022 Q3	$869K	Sell	43,053 -2,154	-5%	-$48.1K	0.19%	120
2022 Q2	$945K	Sell	45,207 -12,783	-22%	-$295K	0.19%	122
2022 Q1	$1.47M	Sell	57,990 -6,234	-10%	-$156K	0.25%	107
2021 Q4	$1.72M	Sell	64,224 -156	-0.2%	-$4.16K	0.28%	94
2021 Q3	$1.65M	Sell	64,380 -1,131	-2%	-$29.6K	0.31%	93
2021 Q2	$1.71M	Sell	65,511 -2,832	-4%	-$73.1K	0.39%	79
2021 Q1	$1.7M	Sell	68,343 -11,286	-14%	-$274K	0.41%	77
2020 Q4	$1.98M	Sell	79,629 -7,134	-8%	-$149K	0.47%	71
2020 Q3	$1.6M	Sell	86,763 -3,783	-4%	-$70.1K	0.45%	70
2020 Q2	$1.59M	Sell	90,546 -3,147	-3%	-$51.3K	0.46%	71
2020 Q1	$1.32M	Sell	93,693 -2,439	-3%	-$44.7K	0.44%	69
2019 Q4	$1.93M	Sell	96,132 -1,203	-1%	-$23.3K	0.51%	64
2019 Q3	$1.83M	Buy	97,335 +8,748	+10%	+$165K	0.52%	64
2019 Q2	$1.66M	Buy	+88,587	New	+$1.66M	0.48%	73

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

FFA

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Patton Albertson Miller Group's SCHM Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 7% in Q2 2026, selling an estimated $17.2K and leaving 6,683 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #195.

Patton Albertson Miller Group first reported a position in SCHM in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.98M in Q4 2020. 400 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Patton Albertson Miller Group held 6,683 shares of Schwab US Mid-Cap ETF worth $246K as of Q2 2026.
Patton Albertson Miller Group sold 501 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $17.2K.
Schwab US Mid-Cap ETF made up 0.02% of Patton Albertson Miller Group's portfolio in Q2 2026, its #195 holding.
Patton Albertson Miller Group first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and has held it in 29 quarters since.
Patton Albertson Miller Group's Schwab US Mid-Cap ETF position peaked at $1.98M in Q4 2020.
400 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.