Sherman Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sherman Asset 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	$324K	Hold	8,784	–	–	0.25%	40
2026 Q1	$272K	Hold	8,784	–	–	0.25%	40
2025 Q4	$264K	Hold	8,784	–	–	0.22%	48
2025 Q3	$260K	Sell	8,784 -405	-4%	-$11.8K	0.22%	47
2025 Q2	$258K	Hold	9,189	–	–	0.23%	49
2025 Q1	$241K	Sell	9,189 -7,173	-44%	-$200K	0.23%	49
2024 Q4	$453K	Buy	+16,362	New	+$466K	0.41%	36

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 $104B AUM 28.3% 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

Sherman Asset Management's SCHM Position: Q2 2026 in Review

Sherman Asset Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 8,784 shares worth $324K. The position accounts for 0.25% of the portfolio, ranked #40.

Sherman Asset Management first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $453K in Q4 2024. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Sherman Asset Management held 8,784 shares of Schwab US Mid-Cap ETF worth $324K as of Q2 2026.
Sherman Asset Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.25% of Sherman Asset Management's portfolio in Q2 2026, its #40 holding.
Sherman Asset Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Sherman Asset Management's Schwab US Mid-Cap ETF position peaked at $453K in Q4 2024.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.