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Pflug Koory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Pflug Koory’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 		$230K Buy
6,226
+16
+0.3% +$551 0.09% 150
2026
Q1 		$192K Buy
6,210
+14
+0.2% +$446 0.09% 155
2025
Q4 		$186K Buy
6,196
+1,088
+21% +$32.4K 0.09% 158
2025
Q3 		$151K Buy
5,108
+17
+0.3% +$495 0.07% 173
2025
Q2 		$143K Buy
5,091
+265
+5% +$6.99K 0.07% 173
2025
Q1 		$126K Sell
4,826
-1,345
-22% -$37.5K 0.07% 172
2024
Q4 		$171K Sell
6,171
-150
-2% -$4.27K 0.09% 160
2024
Q3 		$175K Buy
+6,321
New +$168K 0.09% 158
2024
Q1 		$155K Buy
5,715
+3
+0.1% +$77 0.08% 167
2023
Q4 		$143K Hold
5,712
– – 0.08% 171
2023
Q3 		$129K Hold
5,712
– – 0.07% 174
2023
Q2 		$135K Buy
5,712
+15
+0.3% +$338 0.07% 182
2023
Q1 		$129K Buy
5,697
+75
+1% +$1.73K 0.07% 183
2022
Q4 		$123K Buy
5,622
+525
+10% +$11.5K 0.07% 182
2022
Q3 		$103K Buy
5,097
+1,134
+29% +$25.3K 0.06% 185
2022
Q2 		$83K Hold
3,963
– – 0.05% 202
2022
Q1 		$100K Buy
3,963
+195
+5% +$4.89K 0.05% 206
2021
Q4 		$101K Hold
3,768
– – 0.05% 205
2021
Q3 		$96K Sell
3,768
-126
-3% -$3.29K 0.05% 205
2021
Q2 		$102K Hold
3,894
– – 0.05% 206
2021
Q1 		$97K Buy
3,894
+126
+3% +$3.06K 0.05% 199
2020
Q4 		$86K Hold
3,768
– – 0.05% 210
2020
Q3 		$70K Sell
3,768
-450
-11% -$8.34K 0.05% 208
2020
Q2 		$74K Buy
4,218
+195
+5% +$3.18K 0.05% 203
2020
Q1 		$57K Buy
4,023
+195
+5% +$3.57K 0.05% 204
2019
Q4 		$77K Buy
3,828
+1,332
+53% +$25.8K 0.05% 205
2019
Q3 		$47K Buy
2,496
+531
+27% +$10K 0.04% 228
2019
Q2 		$37K Sell
1,965
-90
-4% -$1.68K 0.03% 238
2019
Q1 		$38K Hold
2,055
– – 0.03% 240
2018
Q4 		$33K Buy
+2,055
New +$35.9K 0.03% 236

Other funds holding SCHM

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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Pflug Koory's SCHM Position: Q2 2026 in Review

Pflug Koory increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.26% in Q2 2026, buying an estimated $551 and bringing the position to 6,226 shares worth $230K. The position accounts for 0.09% of the portfolio, ranked #150.

Pflug Koory first reported a position in SCHM in Q4 2018 and has held it in 30 quarters since. 519 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Pflug Koory held 6,226 shares of Schwab US Mid-Cap ETF worth $230K as of Q2 2026.
  • Pflug Koory bought 16 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $551.
  • Schwab US Mid-Cap ETF made up 0.09% of Pflug Koory's portfolio in Q2 2026, its #150 holding.
  • Pflug Koory first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 519 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Pflug Koory's 13F filing for Q2 2026, filed 21 Jul 2026.