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

Savvy Advisors Inc’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	$3.78M	Sell	102,651 -6,491	-6%	-$223K	0.08%	197
2026 Q1	$3.38M	Buy	109,142 +71,612	+191%	+$2.28M	0.09%	174
2025 Q4	$1.13M	Sell	37,530 -730	-2%	-$21.8K	0.04%	340
2025 Q3	$1.13M	Sell	38,260 -1,922	-5%	-$56K	0.05%	244
2025 Q2	$1.13M	Buy	40,182 +3,359	+9%	+$88.6K	0.08%	197
2025 Q1	$965K	Buy	36,823 +1,171	+3%	+$32.6K	0.1%	172
2024 Q4	$988K	Buy	35,652 +10,752	+43%	+$306K	0.12%	141
2024 Q3	$690K	Buy	24,900 +1,554	+7%	+$41.3K	0.14%	148
2024 Q2	$606K	Sell	23,346 -90	-0.4%	-$2.35K	0.2%	116
2024 Q1	$636K	Sell	23,436 -7,011	-23%	-$179K	0.37%	73
2023 Q4	$764K	Buy	+30,447	New	+$698K	0.74%	29

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 $104B AUM 28.3% 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

Savvy Advisors Inc's SCHM Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Schwab US Mid-Cap ETF (SCHM) stake by 5.9% in Q2 2026, selling an estimated $223K and leaving 102,651 shares worth $3.78M. The position accounts for 0.08% of the portfolio, ranked #197.

Savvy Advisors Inc first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Savvy Advisors Inc held 102,651 shares of Schwab US Mid-Cap ETF worth $3.78M as of Q2 2026.
Savvy Advisors Inc sold 6,491 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $223K.
Schwab US Mid-Cap ETF made up 0.08% of Savvy Advisors Inc's portfolio in Q2 2026, its #197 holding.
Savvy Advisors Inc first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.