Relyea Zuckerberg Hanson’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Relyea Zuckerberg Hanson’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	$600K	Hold	16,264	–	–	0.05%	156
2026 Q1	$504K	Hold	16,264	–	–	0.05%	158
2025 Q4	$489K	Hold	16,264	–	–	0.05%	162
2025 Q3	$482K	Sell	16,264 -1,745	-10%	-$50.8K	0.05%	165
2025 Q2	$505K	Sell	18,009 -6,424	-26%	-$169K	0.06%	153
2025 Q1	$640K	Buy	24,433 +72	+0.3%	+$2K	0.09%	120
2024 Q4	$675K	Buy	24,361 +100	+0.4%	+$2.85K	0.09%	115
2024 Q3	$672K	Buy	24,261 +171	+0.7%	+$4.55K	0.1%	107
2024 Q2	$625K	Hold	24,090	–	–	0.1%	104
2024 Q1	$654K	Sell	24,090 -7,107	-23%	-$181K	0.11%	97
2023 Q4	$783K	Buy	31,197 +150	+0.5%	+$3.44K	0.15%	83
2023 Q3	$700K	Buy	31,047 +117	+0.4%	+$2.77K	0.16%	81
2023 Q2	$732K	Buy	30,930 +135	+0.4%	+$3.04K	0.16%	84
2023 Q1	$697K	Buy	30,795 +111	+0.4%	+$2.56K	0.17%	83
2022 Q4	$671K	Buy	+30,684	New	+$672K	0.19%	73

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Relyea Zuckerberg Hanson's SCHM Position: Q2 2026 in Review

Relyea Zuckerberg Hanson held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 16,264 shares worth $600K. The position accounts for 0.05% of the portfolio, ranked #156.

Relyea Zuckerberg Hanson first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. The position peaked at $783K in Q4 2023. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Relyea Zuckerberg Hanson held 16,264 shares of Schwab US Mid-Cap ETF worth $600K as of Q2 2026.
Relyea Zuckerberg Hanson left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.05% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #156 holding.
Relyea Zuckerberg Hanson first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Relyea Zuckerberg Hanson's Schwab US Mid-Cap ETF position peaked at $783K in Q4 2023.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.