SCS Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

SCS Capital Management’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	$1.7M	Hold	46,143	–	–	0.02%	229
2026 Q1	$1.43M	Hold	46,143	–	–	0.02%	237
2025 Q4	$1.39M	Hold	46,143	–	–	0.01%	248
2025 Q3	$1.37M	Sell	46,143 -310	-0.7%	-$9.02K	0.01%	252
2025 Q2	$1.3M	Sell	46,453 -9,098	-16%	-$240K	0.01%	264
2025 Q1	$1.46M	Buy	+55,551	New	+$1.55M	0.02%	232

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

SCS Capital Management's SCHM Position: Q2 2026 in Review

SCS Capital Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 46,143 shares worth $1.7M. The position accounts for 0.02% of the portfolio, ranked #229.

SCS Capital Management first reported a position in SCHM in Q1 2025 and has held it in 6 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

SCS Capital Management held 46,143 shares of Schwab US Mid-Cap ETF worth $1.7M as of Q2 2026.
SCS Capital Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.02% of SCS Capital Management's portfolio in Q2 2026, its #229 holding.
SCS Capital Management first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.