SHJ
SCHM icon

Sharkey, Howes & Javer’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sharkey, Howes & Javer’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 		$1.57M Hold
42,518
– – 0.19% 64
2026
Q1 		$1.32M Sell
42,518
-1,258
-3% -$40.1K 0.18% 71
2025
Q4 		$1.32M Sell
43,776
-852
-2% -$25.4K 0.17% 73
2025
Q3 		$1.32M Sell
44,628
-2,454
-5% -$71.4K 0.17% 73
2025
Q2 		$1.32M Sell
47,082
-3,546
-7% -$93.5K 0.18% 80
2025
Q1 		$1.33M Sell
50,628
-183
-0.4% -$5.1K 0.19% 76
2024
Q4 		$1.41M Hold
50,811
– – 0.2% 76
2024
Q3 		$1.41M Sell
50,811
-5,223
-9% -$139K 0.2% 71
2024
Q2 		$1.45M Sell
56,034
-4,290
-7% -$112K 0.23% 55
2024
Q1 		$1.64M Sell
60,324
-1,785
-3% -$45.5K 0.27% 53
2023
Q4 		$1.56M Sell
62,109
-420
-0.7% -$9.62K 0.28% 48
2023
Q3 		$1.41M Sell
62,529
-6,153
-9% -$146K 0.27% 53
2023
Q2 		$1.63M Sell
68,682
-4,833
-7% -$109K 0.31% 47
2023
Q1 		$1.66M Sell
73,515
-3,222
-4% -$74.2K 0.36% 42
2022
Q4 		$1.68M Sell
76,737
-4,797
-6% -$105K 0.39% 39
2022
Q3 		$1.65M Buy
81,534
+186
+0.2% +$4.15K 0.36% 42
2022
Q2 		$1.7M Sell
81,348
-5,394
-6% -$124K 0.41% 35
2022
Q1 		$2.19M Sell
86,742
-8,112
-9% -$203K 0.5% 31
2021
Q4 		$2.54M Sell
94,854
-4,134
-4% -$110K 0.57% 31
2021
Q3 		$2.53M Buy
98,988
+198
+0.2% +$5.17K 0.65% 27
2021
Q2 		$2.58M Sell
98,790
-17,784
-15% -$459K 0.68% 26
2021
Q1 		$2.89M Sell
116,574
-2,040
-2% -$49.5K 0.9% 26
2020
Q4 		$2.7M Sell
118,614
-5,604
-5% -$117K 0.9% 24
2020
Q3 		$2.3M Sell
124,218
-9,300
-7% -$172K 0.87% 24
2020
Q2 		$2.34M Sell
133,518
-32,361
-20% -$527K 1.03% 23
2020
Q1 		$2.33M Sell
165,879
-282,117
-63% -$5.17M 1.22% 19
2019
Q4 		$8.98M Sell
447,996
-28,923
-6% -$560K 3.8% 7
2019
Q3 		$8.99M Sell
476,919
-12,582
-3% -$238K 3.88% 7
2019
Q2 		$9.31M Buy
489,501
+20,319
+4% +$380K 4.23% 7
2019
Q1 		$8.66M Sell
469,182
-985,752
-68% -$17.6M 4.04% 7
2018
Q4 		$23.2M Sell
1,454,934
-431,919
-23% -$7.55M 15.14% 2
2018
Q3 		$36.4M Sell
1,886,853
-13,578
-0.7% -$259K 19.02% 1
2018
Q2 		$34.8M Sell
1,900,431
-36,717
-2% -$664K 19.29% 1
2018
Q1 		$34.1M Sell
1,937,148
-92,781
-5% -$1.67M 19.29% 1
2017
Q4 		$36M Sell
2,029,929
-532,200
-21% -$9.18M 21.04% 1
2017
Q3 		$43.2M Buy
2,562,129
+1,605
+0.1% +$26.1K 22.79% 1
2017
Q2 		$41.1M Sell
2,560,524
-281,055
-10% -$4.47M 23.19% 1
2017
Q1 		$44.8M Buy
2,841,579
+1,700,172
+149% +$26.5M 23.72% 1
2016
Q4 		$17.2M Buy
1,141,407
+191,064
+20% +$2.8M 10.41% 5
2016
Q3 		$13.8M Buy
950,343
+23,634
+3% +$342K 8.35% 5
2016
Q2 		$13M Buy
926,709
+280,263
+43% +$3.86M 8.1% 5
2016
Q1 		$8.75M Sell
646,446
-141,147
-18% -$1.78M 6.42% 6
2015
Q4 		$10.5M Sell
787,593
-162,744
-17% -$2.21M 7.34% 4
2015
Q3 		$12.9M Sell
950,337
-197,862
-17% -$2.75M 9.96% 5
2015
Q2 		$16.3M Buy
1,148,199
+189,603
+20% +$2.74M 12.32% 4
2015
Q1 		$13.8M Buy
+958,596
New +$13.4M 8.85% 4

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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Sharkey, Howes & Javer's SCHM Position: Q2 2026 in Review

Sharkey, Howes & Javer held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 42,518 shares worth $1.57M. The position accounts for 0.19% of the portfolio, ranked #64.

Sharkey, Howes & Javer first reported a position in SCHM in Q1 2015 and has held it in 46 quarters since. The position peaked at $44.8M in Q1 2017. 211 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Sharkey, Howes & Javer held 42,518 shares of Schwab US Mid-Cap ETF worth $1.57M as of Q2 2026.
  • Sharkey, Howes & Javer left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.19% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #64 holding.
  • Sharkey, Howes & Javer first reported a position in Schwab US Mid-Cap ETF in Q1 2015 and has held it in 46 quarters since.
  • Sharkey, Howes & Javer's Schwab US Mid-Cap ETF position peaked at $44.8M in Q1 2017.
  • 211 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.