Signature Estate & Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Signature Estate & Investment 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	$1.68M	Sell	45,430 -5,550	-11%	-$191K	0.03%	196
2026 Q1	$1.58M	Buy	50,980 +1,070	+2%	+$34.1K	0.03%	200
2025 Q4	$1.5M	Sell	49,910 -10,158	-17%	-$303K	0.03%	202
2025 Q3	$1.78M	Sell	60,068 -1,457	-2%	-$42.4K	0.04%	175
2025 Q2	$1.73M	Buy	61,525 +1,292	+2%	+$34.1K	0.04%	168
2025 Q1	$1.58M	Sell	60,233 -695	-1%	-$19.4K	0.04%	167
2024 Q4	$1.69M	Sell	60,928 -503	-0.8%	-$14.3K	0.04%	158
2024 Q3	$1.7M	Buy	61,431 +2,595	+4%	+$69K	0.04%	150
2024 Q2	$1.53M	Buy	+58,836	New	+$1.54M	0.04%	153

Other funds holding SCHM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

Signature Estate & Investment Advisors's SCHM Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 11% in Q2 2026, selling an estimated $191K and leaving 45,430 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #196.

Signature Estate & Investment Advisors first reported a position in SCHM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.78M in Q3 2025. 749 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Signature Estate & Investment Advisors held 45,430 shares of Schwab US Mid-Cap ETF worth $1.68M as of Q2 2026.
Signature Estate & Investment Advisors sold 5,550 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $191K.
Schwab US Mid-Cap ETF made up 0.03% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #196 holding.
Signature Estate & Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Schwab US Mid-Cap ETF position peaked at $1.78M in Q3 2025.
749 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.