Sigma Planning Corp’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sigma Planning Corp’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	$1.06M	Sell	28,746 -241	-0.8%	-$8.29K	0.03%	577
2026 Q1	$897K	Sell	28,987 -1,468	-5%	-$46.7K	0.02%	608
2025 Q4	$916K	Sell	30,455 -324	-1%	-$9.66K	0.03%	563
2025 Q3	$912K	Sell	30,779 -936	-3%	-$27.2K	0.03%	566
2025 Q2	$890K	Sell	31,715 -822	-3%	-$21.7K	0.03%	537
2025 Q1	$852K	Buy	32,537 +302	+0.9%	+$8.41K	0.03%	541
2024 Q4	$893K	Sell	32,235 -480	-1%	-$13.7K	0.03%	530
2024 Q3	$906K	Buy	32,715 +1,020	+3%	+$27.1K	0.03%	533
2024 Q2	$822K	Sell	31,695 -6,780	-18%	-$177K	0.03%	535
2024 Q1	$1.04M	Buy	38,475 +23,508	+157%	+$600K	0.03%	496
2023 Q4	$376K	Sell	14,967 -29,619	-66%	-$679K	0.03%	558
2023 Q3	$1.01M	Sell	44,586 -783	-2%	-$18.6K	0.04%	463
2023 Q2	$1.07M	Buy	45,369 +438	+1%	+$9.87K	0.04%	428
2023 Q1	$1.02M	Sell	44,931 -45	-0.1%	-$1.04K	0.03%	506
2022 Q4	$984K	Sell	44,976 -7,248	-14%	-$159K	0.04%	485
2022 Q3	$1.05M	Sell	52,224 -2,727	-5%	-$60.8K	0.04%	439
2022 Q2	$1.15M	Buy	54,951 +1,131	+2%	+$26.1K	0.04%	414
2022 Q1	$1.36M	Sell	53,820 -807	-1%	-$20.2K	0.04%	424
2021 Q4	$1.47M	Buy	54,627 +5,316	+11%	+$142K	0.04%	406
2021 Q3	$1.26M	Sell	49,311 -227,376	-82%	-$5.94M	0.04%	466
2021 Q2	$7.22M	Buy	276,687 +239,442	+643%	+$6.18M	0.22%	97
2021 Q1	$924K	Buy	37,245 +2,046	+6%	+$49.6K	0.03%	531
2020 Q4	$800K	Buy	35,199 +11,064	+46%	+$231K	0.03%	514
2020 Q3	$446K	Buy	24,135 +468	+2%	+$8.67K	0.02%	645
2020 Q2	$415K	Sell	23,667 -4,398	-16%	-$71.7K	0.02%	661
2020 Q1	$394K	Buy	28,065 +60	+0.2%	+$1.1K	0.02%	561
2019 Q4	$562K	Buy	28,005 +14,082	+101%	+$273K	0.02%	563
2019 Q3	$262K	Buy	13,923 +2,490	+22%	+$47K	0.01%	827
2019 Q2	$218K	Buy	+11,433	New	+$214K	0.01%	875

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 $103B AUM 28.65% 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

Sigma Planning Corp's SCHM Position: Q2 2026 in Review

Sigma Planning Corp reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.83% in Q2 2026, selling an estimated $8.29K and leaving 28,746 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #577.

Sigma Planning Corp first reported a position in SCHM in Q2 2019 and has held it in 29 quarters since. The position peaked at $7.22M in Q2 2021. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Sigma Planning Corp held 28,746 shares of Schwab US Mid-Cap ETF worth $1.06M as of Q2 2026.
Sigma Planning Corp sold 241 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $8.29K.
Schwab US Mid-Cap ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #577 holding.
Sigma Planning Corp first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and has held it in 29 quarters since.
Sigma Planning Corp's Schwab US Mid-Cap ETF position peaked at $7.22M in Q2 2021.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.