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Sightline Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sightline Wealth Advisors’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 		$11.9M Sell
322,842
-9,372
-3% -$323K 4.35% 7
2026
Q1 		$10.3M Sell
332,214
-8,668
-3% -$276K 4.35% 7
2025
Q4 		$10.3M Sell
340,882
-2,104
-0.6% -$62.7K 4.37% 7
2025
Q3 		$10.2M Sell
342,986
-2,086
-0.6% -$60.7K 4.59% 6
2025
Q2 		$9.68M Sell
345,072
-515
-0.1% -$13.6K 4.67% 6
2025
Q1 		$9.05M Buy
345,587
+5,988
+2% +$167K 4.77% 5
2024
Q4 		$9.41M Sell
339,599
-1,942
-0.6% -$55.3K 5.08% 6
2024
Q3 		$9.46M Buy
341,541
+2,037
+0.6% +$54.2K 5.21% 5
2024
Q2 		$8.81M Buy
339,504
+10,971
+3% +$287K 5.48% 5
2024
Q1 		$8.92M Buy
328,533
+4,221
+1% +$108K 5.87% 5
2023
Q4 		$8.14M Buy
324,312
+6,150
+2% +$141K 6.19% 4
2023
Q3 		$7.18M Sell
318,162
-3,654
-1% -$86.6K 6.7% 3
2023
Q2 		$7.28M Buy
321,816
+5,184
+2% +$117K 7.23% 3
2023
Q1 		$7.16M Sell
316,632
-3,972
-1% -$91.5K 7.31% 3
2022
Q4 		$7.01M Buy
320,604
+11,718
+4% +$257K 7.56% 3
2022
Q3 		$6.4M Sell
308,886
-591
-0.2% -$13.2K 7.52% 4
2022
Q2 		$6.44M Sell
309,477
-372
-0.1% -$8.58K 6.29% 4
2022
Q1 		$7.83M Sell
309,849
-2,112
-0.7% -$52.9K 6.52% 5
2021
Q4 		$8.4M Sell
311,961
-4,785
-2% -$128K 7.52% 4
2021
Q3 		$8.09M Sell
316,746
-1,605
-0.5% -$41.9K 6.74% 5
2021
Q2 		$8.31M Buy
318,351
+5,415
+2% +$140K 6.87% 4
2021
Q1 		$7.79M Sell
312,936
-25,665
-8% -$623K 7.2% 4
2020
Q4 		$7.7M Buy
+338,601
New +$7.06M 7.58% 4

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sightline Wealth Advisors's SCHM Position: Q2 2026 in Review

Sightline Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.8% in Q2 2026, selling an estimated $323K and leaving 322,842 shares worth $11.9M. The position accounts for 4.35% of the portfolio, ranked #7.

Sightline Wealth Advisors first reported a position in SCHM in Q4 2020 and has held it in 23 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Sightline Wealth Advisors held 322,842 shares of Schwab US Mid-Cap ETF worth $11.9M as of Q2 2026.
  • Sightline Wealth Advisors sold 9,372 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $323K.
  • Schwab US Mid-Cap ETF made up 4.35% of Sightline Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Sightline Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.