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

Redhawk Wealth 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 		$421K Sell
11,426
-9,980
-47% -$343K 0.04% 282
2026
Q1 		$663K Sell
21,406
-2,835
-12% -$90.3K 0.07% 203
2025
Q4 		$729K Sell
24,241
-2,858
-11% -$85.2K 0.08% 193
2025
Q3 		$803K Sell
27,099
-3,387
-11% -$98.6K 0.09% 180
2025
Q2 		$855K Sell
30,486
-45
-0.1% -$1.19K 0.11% 168
2025
Q1 		$800K Buy
30,531
+864
+3% +$24.1K 0.11% 157
2024
Q4 		$822K Buy
29,667
+204
+0.7% +$5.81K 0.11% 140
2024
Q3 		$816K Sell
29,463
-7,842
-21% -$209K 0.12% 146
2024
Q2 		$968K Sell
37,305
-14,289
-28% -$374K 0.15% 132
2024
Q1 		$1.4M Sell
51,594
-26,301
-34% -$671K 0.23% 88
2023
Q4 		$1.96M Buy
+77,895
New +$1.78M 0.38% 63
2020
Q4 		– Sell
-281,112
Closed -$5.2M – 250
2020
Q3 		$5.2M Sell
281,112
-9,186
-3% -$170K 1.5% 19
2020
Q2 		$5.09M Buy
290,298
+4,749
+2% +$77.4K 1.78% 12
2020
Q1 		$4.01M Buy
285,549
+4,818
+2% +$88.2K 1.8% 20
2019
Q4 		$5.63M Sell
280,731
-22,485
-7% -$435K 2.11% 16
2019
Q3 		$5.71M Sell
303,216
-7,149
-2% -$135K 2.45% 15
2019
Q2 		$5.91M Buy
310,365
+2,577
+0.8% +$48.2K 2.35% 13
2019
Q1 		$5.68M Buy
307,788
+1,281
+0.4% +$22.9K 2.99% 7
2018
Q4 		$5.53M Buy
306,507
+3,684
+1% +$64.4K 3.32% 7
2018
Q3 		$5.84M Buy
+302,823
New +$5.77M 3.19% 6

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
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

Redhawk Wealth Advisors's SCHM Position: Q2 2026 in Review

Redhawk Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 47% in Q2 2026, selling an estimated $343K and leaving 11,426 shares worth $421K. The position accounts for 0.04% of the portfolio, ranked #282.

Redhawk Wealth Advisors first reported a position in SCHM in Q3 2018 and has held it in 20 quarters since. The position peaked at $5.91M in Q2 2019. 232 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Redhawk Wealth Advisors held 11,426 shares of Schwab US Mid-Cap ETF worth $421K as of Q2 2026.
  • Redhawk Wealth Advisors sold 9,980 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $343K.
  • Schwab US Mid-Cap ETF made up 0.04% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #282 holding.
  • Redhawk Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and has held it in 20 quarters since.
  • Redhawk Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $5.91M in Q2 2019.
  • 232 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.