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Perryman Financial Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Perryman Financial Advisory’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 		$206K Sell
5,586
-3,873
-41% -$133K 0.03% 188
2026
Q1 		$293K Sell
9,459
-266
-3% -$8.47K 0.04% 152
2025
Q4 		$292K Buy
+9,725
New +$290K 0.04% 151

Other funds holding SCHM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

Perryman Financial Advisory's SCHM Position: Q2 2026 in Review

Perryman Financial Advisory reduced its Schwab US Mid-Cap ETF (SCHM) stake by 41% in Q2 2026, selling an estimated $133K and leaving 5,586 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #188.

Perryman Financial Advisory first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $293K in Q1 2026. 707 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Perryman Financial Advisory held 5,586 shares of Schwab US Mid-Cap ETF worth $206K as of Q2 2026.
  • Perryman Financial Advisory sold 3,873 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $133K.
  • Schwab US Mid-Cap ETF made up 0.03% of Perryman Financial Advisory's portfolio in Q2 2026, its #188 holding.
  • Perryman Financial Advisory first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Perryman Financial Advisory's Schwab US Mid-Cap ETF position peaked at $293K in Q1 2026.
  • 707 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.