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

Scarborough 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 		$9.02M Sell
250,343
-446
-0.2% -$15.3K 1.04% 31
2026
Q1 		$7.76M Buy
+250,789
New +$7.99M 0.85% 38
2025
Q2 		– Sell
-246,517
Closed -$6.46M – 493
2025
Q1 		$6.46M Sell
246,517
-2,937
-1% -$81.8K 0.92% 32
2024
Q4 		$6.91M Buy
249,454
+13,912
+6% +$396K 0.98% 26
2024
Q3 		$6.52M Buy
+235,542
New +$6.26M 1.05% 24
2024
Q1 		– Sell
-229,197
Closed -$5.75M – 661
2023
Q4 		$5.75M Buy
229,197
+3,825
+2% +$87.6K 1.18% 24
2023
Q3 		$5.08M Buy
225,372
+1,047
+0.5% +$24.8K 1.24% 21
2023
Q2 		$5.31M Buy
224,325
+2,016
+0.9% +$45.4K 1.27% 22
2023
Q1 		$5.03M Sell
222,309
-3,822
-2% -$88K 1.27% 24
2022
Q4 		$4.95M Sell
226,131
-60,243
-21% -$1.32M 1.32% 23
2022
Q3 		$5.78M Sell
286,374
-7,827
-3% -$175K 1.8% 17
2022
Q2 		$6.15M Sell
294,201
-47,985
-14% -$1.11M 2.1% 14
2022
Q1 		$8.65M Sell
342,186
-10,923
-3% -$274K 2.76% 13
2021
Q4 		$9.47M Buy
+353,109
New +$9.42M 3.25% 9

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

Scarborough Advisors's SCHM Position: Q2 2026 in Review

Scarborough Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.18% in Q2 2026, selling an estimated $15.3K and leaving 250,343 shares worth $9.02M. The position accounts for 1.04% of the portfolio, ranked #31.

Scarborough Advisors first reported a position in SCHM in Q4 2021 and has held it in 14 quarters since. The position peaked at $9.47M in Q4 2021. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Scarborough Advisors held 250,343 shares of Schwab US Mid-Cap ETF worth $9.02M as of Q2 2026.
  • Scarborough Advisors sold 446 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $15.3K.
  • Schwab US Mid-Cap ETF made up 1.04% of Scarborough Advisors's portfolio in Q2 2026, its #31 holding.
  • Scarborough Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • Scarborough Advisors's Schwab US Mid-Cap ETF position peaked at $9.47M in Q4 2021.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.