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S.A. Mason’s Schwab US Mid-Cap ETF SCHM Stock Holding History

S.A. Mason’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 		$1.81M Buy
49,143
+10
+0% +$344 0.56% 48
2026
Q1 		$1.52M Buy
49,133
+1,556
+3% +$49.5K 0.57% 48
2025
Q4 		$1.43M Buy
47,577
+760
+2% +$22.7K 0.57% 47
2025
Q3 		$1.39M Buy
46,817
+500
+1% +$14.6K 0.61% 40
2025
Q2 		$1.3M Buy
46,317
+80
+0.2% +$2.11K 0.63% 39
2025
Q1 		$1.21M Sell
46,237
-1,310
-3% -$36.5K 0.64% 41
2024
Q4 		$1.32M Buy
47,547
+735
+2% +$20.9K 0.69% 37
2024
Q3 		$1.3M Buy
46,812
+105
+0.2% +$2.79K 0.69% 37
2024
Q2 		$1.21M Buy
46,707
+900
+2% +$23.5K 0.69% 37
2024
Q1 		$1.24M Buy
45,807
+2,460
+6% +$62.7K 0.75% 36
2023
Q4 		$1.09M Sell
43,347
-4,575
-10% -$105K 0.73% 35
2023
Q3 		$1.08M Sell
47,922
-1,878
-4% -$44.5K 0.78% 34
2023
Q2 		$1.13M Hold
49,800
– – 0.82% 28
2023
Q1 		$1.13M Sell
49,800
-885
-2% -$20.4K 0.82% 28
2022
Q4 		$1.11M Sell
50,685
-570
-1% -$12.5K 0.83% 29
2022
Q3 		$1.03M Sell
51,255
-495
-1% -$11K 0.82% 27
2022
Q2 		$1.08M Sell
51,750
-36
-0.1% -$831 0.79% 29
2022
Q1 		$1.31M Buy
51,786
+609
+1% +$15.3K 0.82% 29
2021
Q4 		$1.37M Buy
51,177
+435
+0.9% +$11.6K 0.83% 30
2021
Q3 		$1.3M Buy
50,742
+390
+0.8% +$10.2K 0.85% 26
2021
Q2 		$1.31M Buy
50,352
+315
+0.6% +$8.14K 0.9% 26
2021
Q1 		$1.24M Buy
50,037
+1,140
+2% +$27.7K 0.93% 26
2020
Q4 		$1.11M Buy
48,897
+2,220
+5% +$46.3K 0.93% 28
2020
Q3 		$863K Buy
46,677
+99
+0.2% +$1.83K 0.82% 33
2020
Q2 		$817K Sell
46,578
-2,970
-6% -$48.4K 0.86% 31
2020
Q1 		$696K Sell
49,548
-15,591
-24% -$285K 0.84% 32
2019
Q4 		$1.31M Buy
+65,139
New +$1.26M 1.24% 14

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

S.A. Mason's SCHM Position: Q2 2026 in Review

S.A. Mason increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.02% in Q2 2026, buying an estimated $344 and bringing the position to 49,143 shares worth $1.81M. The position accounts for 0.56% of the portfolio, ranked #48.

S.A. Mason first reported a position in SCHM in Q4 2019 and has held it in 27 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • S.A. Mason held 49,143 shares of Schwab US Mid-Cap ETF worth $1.81M as of Q2 2026.
  • S.A. Mason bought 10 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $344.
  • Schwab US Mid-Cap ETF made up 0.56% of S.A. Mason's portfolio in Q2 2026, its #48 holding.
  • S.A. Mason first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.