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

Pure Financial 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 		$6.71M Sell
181,950
-4,497
-2% -$155K 0.09% 105
2026
Q1 		$5.77M Sell
186,447
-3,640
-2% -$116K 0.08% 105
2025
Q4 		$5.72M Sell
190,087
-1,283
-0.7% -$38.2K 0.08% 103
2025
Q3 		$5.67M Sell
191,370
-1,850
-1% -$53.9K 0.09% 102
2025
Q2 		$5.42M Sell
193,220
-5,288
-3% -$139K 0.1% 99
2025
Q1 		$5.2M Sell
198,508
-1,068
-0.5% -$29.7K 0.11% 78
2024
Q4 		$5.53M Sell
199,576
-11,300
-5% -$322K 0.13% 71
2024
Q3 		$5.84M Sell
210,876
-1,749
-0.8% -$46.5K 0.14% 69
2024
Q2 		$5.52M Sell
212,625
-12,177
-5% -$319K 0.15% 67
2024
Q1 		$6.1M Sell
224,802
-2,541
-1% -$64.8K 0.19% 64
2023
Q4 		$5.71M Buy
227,343
+16,179
+8% +$371K 0.2% 62
2023
Q3 		$4.76M Sell
211,164
-4,440
-2% -$105K 0.19% 61
2023
Q2 		$5.1M Sell
215,604
-5,136
-2% -$116K 0.22% 59
2023
Q1 		$4.99M Sell
220,740
-1,569
-0.7% -$36.1K 0.23% 58
2022
Q4 		$4.86M Buy
222,309
+2,379
+1% +$52.1K 0.25% 57
2022
Q3 		$4.44M Sell
219,930
-4,431
-2% -$98.9K 0.26% 59
2022
Q2 		$4.69M Buy
224,361
+25,068
+13% +$578K 0.29% 56
2022
Q1 		$5.04M Buy
199,293
+3,261
+2% +$81.7K 0.23% 57
2021
Q4 		$5.26M Buy
196,032
+10,368
+6% +$277K 0.26% 51
2021
Q3 		$4.74M Sell
185,664
-4,143
-2% -$108K 0.37% 48
2021
Q2 		$4.95M Sell
189,807
-3,540
-2% -$91.4K 0.4% 45
2021
Q1 		$4.8M Sell
193,347
-1,665
-0.9% -$40.4K 0.48% 45
2020
Q4 		$4.43M Sell
195,012
-22,830
-10% -$476K 0.53% 43
2020
Q3 		$4.03M Sell
217,842
-14,229
-6% -$264K 0.59% 43
2020
Q2 		$4.07M Buy
232,071
+29,064
+14% +$474K 0.64% 38
2020
Q1 		$2.85M Buy
+203,007
New +$3.72M 0.48% 40

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Pure Financial Advisors's SCHM Position: Q2 2026 in Review

Pure Financial Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.4% in Q2 2026, selling an estimated $155K and leaving 181,950 shares worth $6.71M. The position accounts for 0.09% of the portfolio, ranked #105.

Pure Financial Advisors first reported a position in SCHM in Q1 2020 and has held it in 26 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Pure Financial Advisors held 181,950 shares of Schwab US Mid-Cap ETF worth $6.71M as of Q2 2026.
  • Pure Financial Advisors sold 4,497 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $155K.
  • Schwab US Mid-Cap ETF made up 0.09% of Pure Financial Advisors's portfolio in Q2 2026, its #105 holding.
  • Pure Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.