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

Sax 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	$246K	Sell	7,938 -126	-2%	-$4.34K	0.01%	486
2026 Q1	$242K	Hold	8,064	–	–	0.01%	435
2025 Q4	$242K	Hold	8,064	–	–	0.01%	443
2025 Q3	$239K	Hold	8,064	–	–	0.01%	394
2025 Q2	$226K	Sell	8,064 -1,320	-14%	-$34.8K	0.01%	395
2025 Q1	$246K	Buy	+9,384	New	+$261K	0.02%	319

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

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

Sax Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.6% in Q2 2026, selling an estimated $4.34K and leaving 7,938 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #486.

Sax Wealth Advisors first reported a position in SCHM in Q1 2025 and has held it in 6 quarters since. The position peaked at $246K in Q1 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Sax Wealth Advisors held 7,938 shares of Schwab US Mid-Cap ETF worth $246K as of Q2 2026.
Sax Wealth Advisors sold 126 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $4.34K.
Schwab US Mid-Cap ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #486 holding.
Sax Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Sax Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $246K in Q1 2025.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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