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

PFG 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	$2M	Sell	54,231 -2,787	-5%	-$95.9K	0.1%	242
2026 Q1	$1.77M	Sell	57,018 -18,963	-25%	-$604K	0.09%	262
2025 Q4	$2.28M	Sell	75,981 -8,737	-10%	-$260K	0.11%	218
2025 Q3	$2.51M	Buy	+84,718	New	+$2.47M	0.1%	228
2025 Q2	–	Sell	-67,081	Closed	-$1.76M	–	739
2025 Q1	$1.76M	Buy	67,081 +3,356	+5%	+$93.5K	0.1%	235
2024 Q4	$1.77M	Buy	63,725 +497	+0.8%	+$14.2K	0.11%	209
2024 Q3	$1.75M	Sell	63,228 -1,254	-2%	-$33.3K	0.11%	207
2024 Q2	$1.67M	Buy	64,482 +17,115	+36%	+$448K	0.11%	208
2024 Q1	$1.29M	Buy	47,367 +2,535	+6%	+$64.7K	0.09%	240
2023 Q4	$1.13M	Buy	44,832 +399	+0.9%	+$9.14K	0.09%	245
2023 Q3	$1M	Sell	44,433 -195	-0.4%	-$4.62K	0.09%	251
2023 Q2	$1.06M	Buy	44,628 +4,884	+12%	+$110K	0.08%	279
2023 Q1	$899K	Buy	39,744 +13,218	+50%	+$304K	0.08%	293
2022 Q4	$580K	Buy	26,526 +765	+3%	+$16.8K	0.06%	326
2022 Q3	$520K	Buy	+25,761	New	+$575K	0.06%	315
2022 Q1	–	Sell	-33,036	Closed	-$886K	–	517
2021 Q4	$886K	Buy	33,036 +2,199	+7%	+$58.6K	0.09%	272
2021 Q3	$788K	Buy	30,837 +2,247	+8%	+$58.7K	0.09%	279
2021 Q2	$746K	Buy	28,590 +4,056	+17%	+$105K	0.09%	269
2021 Q1	$609K	Buy	24,534 +1,869	+8%	+$45.3K	0.08%	265
2020 Q4	$515K	Buy	22,665 +2,037	+10%	+$42.5K	0.09%	242
2020 Q3	$402K	Buy	20,628 +144	+0.7%	+$2.67K	0.08%	254
2020 Q2	$359K	Sell	20,484 -5,073	-20%	-$82.7K	0.08%	230
2020 Q1	$384K	Sell	25,557 -29,775	-54%	-$545K	0.1%	203
2019 Q4	$1.11M	Buy	55,332 +939	+2%	+$18.2K	0.27%	120
2019 Q3	$997K	Buy	54,393 +2,994	+6%	+$56.6K	0.28%	115
2019 Q2	$1M	Buy	51,399 +7,635	+17%	+$143K	0.27%	116
2019 Q1	$837K	Buy	43,764 +6,126	+16%	+$109K	0.25%	121
2018 Q4	$687K	Buy	37,638 +18,075	+92%	+$316K	0.22%	141
2018 Q3	$344K	Buy	19,563 +5,115	+35%	+$97.5K	0.27%	96
2018 Q2	$264K	Buy	14,448 +324	+2%	+$5.86K	0.23%	112
2018 Q1	$249K	Buy	14,124 +651	+5%	+$11.7K	0.24%	121
2017 Q4	$239K	Buy	+13,473	New	+$233K	0.25%	116

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PFG Advisors's SCHM Position: Q2 2026 in Review

PFG Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.9% in Q2 2026, selling an estimated $95.9K and leaving 54,231 shares worth $2M. The position accounts for 0.1% of the portfolio, ranked #242.

PFG Advisors first reported a position in SCHM in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.51M in Q3 2025. 467 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

PFG Advisors held 54,231 shares of Schwab US Mid-Cap ETF worth $2M as of Q2 2026.
PFG Advisors sold 2,787 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $95.9K.
Schwab US Mid-Cap ETF made up 0.1% of PFG Advisors's portfolio in Q2 2026, its #242 holding.
PFG Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 32 quarters since.
PFG Advisors's Schwab US Mid-Cap ETF position peaked at $2.51M in Q3 2025.
467 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.