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

Signal Advisors Wealth’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	$438K	Sell	11,879 -393	-3%	-$13.5K	0.02%	446
2026 Q1	$380K	Sell	12,272 -248	-2%	-$7.9K	0.03%	417
2025 Q4	$376K	Sell	12,520 -1,823	-13%	-$54.3K	0.03%	358
2025 Q3	$425K	Buy	14,343 +1,894	+15%	+$55.1K	0.04%	292
2025 Q2	$349K	Sell	12,449 -86,094	-87%	-$2.27M	0.03%	343
2025 Q1	$2.58M	Sell	98,543 -8,174	-8%	-$228K	0.25%	100
2024 Q4	$2.96M	Buy	+106,717	New	+$3.04M	0.33%	82

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

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

Signal Advisors Wealth reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.2% in Q2 2026, selling an estimated $13.5K and leaving 11,879 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #446.

Signal Advisors Wealth first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.96M in Q4 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Signal Advisors Wealth held 11,879 shares of Schwab US Mid-Cap ETF worth $438K as of Q2 2026.
Signal Advisors Wealth sold 393 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $13.5K.
Schwab US Mid-Cap ETF made up 0.02% of Signal Advisors Wealth's portfolio in Q2 2026, its #446 holding.
Signal Advisors Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Signal Advisors Wealth's Schwab US Mid-Cap ETF position peaked at $2.96M in Q4 2024.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.