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Seek First’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Seek First’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 		$1.95M Sell
52,854
-1,305
-2% -$44.9K 1.23% 16
2026
Q1 		$1.68M Buy
54,159
+361
+0.7% +$11.5K 1.18% 17
2025
Q4 		$1.62M Buy
53,798
+235
+0.4% +$7K 1.12% 18
2025
Q3 		$1.59M Buy
53,563
+227
+0.4% +$6.61K 1.14% 16
2025
Q2 		$1.5M Buy
53,336
+192
+0.4% +$5.07K 1.21% 16
2025
Q1 		$1.39M Buy
+53,144
New +$1.48M 1.24% 16

Other funds holding SCHM

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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Seek First's SCHM Position: Q2 2026 in Review

Seek First reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.4% in Q2 2026, selling an estimated $44.9K and leaving 52,854 shares worth $1.95M. The position accounts for 1.23% of the portfolio, ranked #16.

Seek First first reported a position in SCHM in Q1 2025 and has held it in 6 quarters since. 543 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Seek First held 52,854 shares of Schwab US Mid-Cap ETF worth $1.95M as of Q2 2026.
  • Seek First sold 1,305 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $44.9K.
  • Schwab US Mid-Cap ETF made up 1.23% of Seek First's portfolio in Q2 2026, its #16 holding.
  • Seek First first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 543 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.