Selective Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Selective Wealth 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	$519K	Sell	14,841 -1,179	-7%	-$40.6K	0.14%	78
2026 Q1	$534K	Buy	16,020 +2,888	+22%	+$92K	0.16%	72
2025 Q4	$423K	Buy	13,132 +1,024	+8%	+$30.5K	0.13%	69
2025 Q3	$360K	Buy	12,108 +31	+0.3%	+$902	0.12%	74
2025 Q2	$346K	Sell	12,077 -1,356	-10%	-$35.8K	0.13%	75
2025 Q1	$327K	Sell	13,433 -13	-0.1%	-$362	0.14%	67
2024 Q4	$378K	Sell	13,446 -3,219	-19%	-$91.7K	0.15%	64
2024 Q3	$459K	Sell	16,665 -7,038	-30%	-$187K	0.19%	61
2024 Q2	$608K	Sell	23,703 -405	-2%	-$10.6K	0.27%	52
2024 Q1	$635K	Sell	24,108 -558	-2%	-$14.2K	0.28%	49
2023 Q4	$602K	Sell	24,666 -5,595	-18%	-$128K	0.3%	38
2023 Q3	$667K	Sell	30,261 -1,680	-5%	-$39.8K	0.37%	34
2023 Q2	$760K	Buy	+31,941	New	+$720K	0.38%	35
2022 Q4	$776K	Sell	33,516 -816	-2%	-$17.9K	0.41%	40
2022 Q3	$693K	Sell	34,332 -2,796	-8%	-$62.4K	0.3%	50
2022 Q2	$776K	Buy	37,128 +36,546	+6,279%	+$843K	0.28%	56
2022 Q1	$15K	Buy	+582	New	+$14.6K	0.01%	486

Other funds holding SCHM

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Selective Wealth Management's SCHM Position: Q2 2026 in Review

Selective Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 7.4% in Q2 2026, selling an estimated $40.6K and leaving 14,841 shares worth $519K. The position accounts for 0.14% of the portfolio, ranked #78.

Selective Wealth Management first reported a position in SCHM in Q1 2022 and has held it in 17 quarters since. The position peaked at $776K in Q4 2022. 532 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Selective Wealth Management held 14,841 shares of Schwab US Mid-Cap ETF worth $519K as of Q2 2026.
Selective Wealth Management sold 1,179 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $40.6K.
Schwab US Mid-Cap ETF made up 0.14% of Selective Wealth Management's portfolio in Q2 2026, its #78 holding.
Selective Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
Selective Wealth Management's Schwab US Mid-Cap ETF position peaked at $776K in Q4 2022.
532 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.