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

Sanctuary 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 		$797K Buy
21,608
+440
+2% +$15.1K ﹤0.01% 1624
2026
Q1 		$655K Sell
21,168
-146
-0.7% -$4.65K ﹤0.01% 1594
2025
Q4 		$641K Buy
21,314
+494
+2% +$14.7K ﹤0.01% 1582
2025
Q3 		$617K Sell
20,820
-809
-4% -$23.6K ﹤0.01% 1577
2025
Q2 		$607K Buy
21,629
+7,051
+48% +$186K ﹤0.01% 1516
2025
Q1 		$382K Sell
14,578
-1,268
-8% -$35.3K ﹤0.01% 1659
2024
Q4 		$463K Sell
15,846
-35,163
-69% -$1M ﹤0.01% 1729
2024
Q3 		$505K Buy
51,009
+32,148
+170% +$855K ﹤0.01% 1696
2024
Q2 		$486K Buy
+18,861
New +$493K ﹤0.01% 1661

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 $104B AUM 28.3% 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

Sanctuary Advisors's SCHM Position: Q2 2026 in Review

Sanctuary Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.1% in Q2 2026, buying an estimated $15.1K and bringing the position to 21,608 shares worth $797K. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

Sanctuary Advisors first reported a position in SCHM in Q2 2024 and has held it in 9 quarters since. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Sanctuary Advisors held 21,608 shares of Schwab US Mid-Cap ETF worth $797K as of Q2 2026.
  • Sanctuary Advisors bought 440 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $15.1K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1624 holding.
  • Sanctuary Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.