Sequoia Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.76M | Sell |
102,088
-12,974
| -11% | -$447K | 0.02% | 408 |
|
|
2026
Q1 | $3.56M | Buy |
115,062
+608
| +0.5% | +$19.4K | 0.02% | 404 |
|
|
2025
Q4 | $3.44M | Buy |
114,454
+5,924
| +5% | +$177K | 0.02% | 412 |
|
|
2025
Q3 | $3.22M | Sell |
108,530
-2,103
| -2% | -$61.2K | 0.02% | 396 |
|
|
2025
Q2 | $3.1M | Buy |
110,633
+27,943
| +34% | +$737K | 0.02% | 376 |
|
|
2025
Q1 | $2.17M | Sell |
82,690
-2,370
| -3% | -$66K | 0.02% | 414 |
|
|
2024
Q4 | $2.36M | Buy |
85,060
+5,476
| +7% | +$156K | 0.02% | 371 |
|
|
2024
Q3 | $2.2M | Sell |
79,584
-2,967
| -4% | -$78.9K | 0.02% | 361 |
|
|
2024
Q2 | $2.14M | Sell |
82,551
-2,148
| -3% | -$56.2K | 0.03% | 308 |
|
|
2024
Q1 | $2.3M | Sell |
84,699
-1,617
| -2% | -$41.2K | 0.03% | 304 |
|
|
2023
Q4 | $2.17M | Sell |
86,316
-42
| -0% | -$962 | 0.03% | 341 |
|
|
2023
Q3 | $1.95M | Buy |
86,358
+5,697
| +7% | +$135K | 0.03% | 235 |
|
|
2023
Q2 | $1.91M | Sell |
80,661
-16,950
| -17% | -$382K | 0.03% | 248 |
|
|
2023
Q1 | $2.21M | Sell |
97,611
-285
| -0.3% | -$6.56K | 0.05% | 206 |
|
|
2022
Q4 | $2.14M | Buy |
97,896
+18,981
| +24% | +$416K | 0.05% | 199 |
|
|
2022
Q3 | $1.59M | Sell |
78,915
-16,521
| -17% | -$369K | 0.05% | 174 |
|
|
2022
Q2 | $2M | Sell |
95,436
-52,065
| -35% | -$1.2M | 0.06% | 175 |
|
|
2022
Q1 | $3.73M | Buy |
147,501
+8,235
| +6% | +$206K | 0.09% | 140 |
|
|
2021
Q4 | $3.73M | Buy |
139,266
+100,695
| +261% | +$2.69M | 0.1% | 131 |
|
|
2021
Q3 | $986K | Sell |
38,571
-84,321
| -69% | -$2.2M | 0.1% | 107 |
|
|
2021
Q2 | $3.21M | Sell |
122,892
-417
| -0.3% | -$10.8K | 0.12% | 114 |
|
|
2021
Q1 | $3.06M | Sell |
123,309
-13,437
| -10% | -$326K | 0.13% | 101 |
|
|
2020
Q4 | $3.11M | Buy |
136,746
+2,472
| +2% | +$51.6K | 0.14% | 93 |
|
|
2020
Q3 | $2.48M | Sell |
134,274
-1,209
| -0.9% | -$22.4K | 0.13% | 93 |
|
|
2020
Q2 | $2.38M | Buy |
135,483
+9,207
| +7% | +$150K | 0.14% | 82 |
|
|
2020
Q1 | $1.77M | Buy |
126,276
+3,681
| +3% | +$67.4K | 0.13% | 85 |
|
|
2019
Q4 | $2.46M | Sell |
122,595
-4,131
| -3% | -$80K | 0.16% | 85 |
|
|
2019
Q3 | $2.39M | Buy |
126,726
+411
| +0.3% | +$7.76K | 0.17% | 76 |
|
|
2019
Q2 | $2.4M | Buy |
126,315
+2,451
| +2% | +$45.9K | 0.18% | 74 |
|
|
2019
Q1 | $2.29M | Buy |
123,864
+12,342
| +11% | +$221K | 0.19% | 78 |
|
|
2018
Q4 | $1.78M | Buy |
111,522
+1,617
| +1% | +$28.3K | 0.21% | 72 |
|
|
2018
Q3 | $2.12M | Sell |
109,905
-1,818
| -2% | -$34.6K | 0.21% | 74 |
|
|
2018
Q2 | $2.04M | Sell |
111,723
-1,674
| -1% | -$30.3K | 0.22% | 73 |
|
|
2018
Q1 | $2M | Sell |
113,397
-1,710
| -1% | -$30.7K | 0.21% | 76 |
|
|
2017
Q4 | $2.04M | Sell |
115,107
-597
| -0.5% | -$10.3K | 0.22% | 78 |
|
|
2017
Q3 | $1.93M | Buy |
115,704
+7,746
| +7% | +$126K | 0.23% | 75 |
|
|
2017
Q2 | $1.73M | Buy |
107,958
+8,583
| +9% | +$136K | 0.21% | 83 |
|
|
2017
Q1 | $1.57M | Buy |
99,375
+54,078
| +119% | +$843K | 0.2% | 84 |
|
|
2016
Q4 | $682K | Buy |
45,297
+2,070
| +5% | +$30.3K | 0.1% | 121 |
|
|
2016
Q3 | $627K | Buy |
+43,227
| New | +$625K | 0.12% | 107 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Sequoia Financial Advisors's SCHM Position: Q2 2026 in Review
Sequoia Financial Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 11% in Q2 2026, selling an estimated $447K and leaving 102,088 shares worth $3.76M. The position accounts for 0.02% of the portfolio, ranked #408.
Sequoia Financial Advisors first reported a position in SCHM in Q3 2016 and has held it in 40 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- Sequoia Financial Advisors held 102,088 shares of Schwab US Mid-Cap ETF worth $3.76M as of Q2 2026.
- Sequoia Financial Advisors sold 12,974 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $447K.
- Schwab US Mid-Cap ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #408 holding.
- Sequoia Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2016 and has held it in 40 quarters since.
- 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.