SQA
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Simon Quick Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Simon Quick 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 		$360K Sell
9,759
-42
-0.4% -$1.45K 0.01% 305
2026
Q1 		$303K Buy
9,801
+1
+0% +$32 0.01% 303
2025
Q4 		$295K Sell
9,800
-10,890
-53% -$325K 0.01% 316
2025
Q3 		$613K Sell
20,690
-52
-0.3% -$1.51K 0.03% 244
2025
Q2 		$582K Buy
20,742
+38
+0.2% +$1K 0.03% 231
2025
Q1 		$542K Sell
20,704
-221
-1% -$6.16K 0.03% 286
2024
Q4 		$580K Buy
20,925
+45
+0.2% +$1.28K 0.03% 220
2024
Q3 		$578K Buy
20,880
+78
+0.4% +$2.07K 0.04% 216
2024
Q2 		$540K Sell
20,802
-288
-1% -$7.54K 0.04% 209
2024
Q1 		$572K Sell
21,090
-13,812
-40% -$352K 0.04% 184
2023
Q4 		$876K Sell
34,902
-5,391
-13% -$124K 0.08% 121
2023
Q3 		$909K Buy
40,293
+5,376
+15% +$127K 0.09% 116
2023
Q2 		$827K Sell
34,917
-330
-0.9% -$7.44K 0.08% 117
2023
Q1 		$797K Sell
35,247
-12,255
-26% -$282K 0.09% 114
2022
Q4 		$1.04M Buy
47,502
+162
+0.3% +$3.55K 0.12% 86
2022
Q3 		$955K Buy
47,340
+23,784
+101% +$531K 0.14% 84
2022
Q2 		$543K Buy
23,556
+3,876
+20% +$89.4K 0.07% 115
2022
Q1 		$498K Buy
19,680
+9,615
+96% +$241K 0.14% 65
2021
Q4 		$270K Sell
10,065
-12,105
-55% -$323K 0.07% 96
2021
Q3 		$566K Buy
22,170
+51
+0.2% +$1.33K 0.15% 69
2021
Q2 		$577K Sell
22,119
-17,364
-44% -$448K 0.15% 60
2021
Q1 		$979K Sell
39,483
-7,371
-16% -$179K 0.29% 39
2020
Q4 		$1.06M Buy
46,854
+26,265
+128% +$548K 0.32% 37
2020
Q3 		$381K Hold
20,589
– – 0.11% 60
2020
Q2 		$361K Buy
20,589
+1,068
+5% +$17.4K 0.14% 55
2020
Q1 		$274K Sell
19,521
-13,761
-41% -$252K 0.1% 65
2019
Q4 		$667K Buy
33,282
+26,547
+394% +$514K 0.24% 47
2019
Q3 		$127K Buy
6,735
+2,562
+61% +$48.4K 0.06% 99
2019
Q2 		$79.4K Buy
4,173
+420
+11% +$7.86K 0.04% 97
2019
Q1 		$69K Sell
3,753
-1,638
-30% -$29.3K 0.03% 156
2018
Q4 		$86K Sell
5,391
-2,184
-29% -$38.2K 0.03% 127
2018
Q3 		$146K Sell
7,575
-669
-8% -$12.7K 0.06% 85
2018
Q2 		$150K Buy
+8,244
New +$149K 0.06% 89
2018
Q1 		– Sell
-8,145
Closed -$150K – 404
2017
Q4 		$150K Buy
8,145
+195
+2% +$3.37K 0.07% 110
2017
Q3 		$133K Sell
7,950
-204
-3% -$3.32K 0.05% 167
2017
Q2 		$131K Buy
8,154
+6,192
+316% +$98.4K 0.07% 83
2017
Q1 		$31K Buy
+1,962
New +$30.6K 0.02% 184

Other funds holding SCHM

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
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Simon Quick Advisors's SCHM Position: Q2 2026 in Review

Simon Quick Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.43% in Q2 2026, selling an estimated $1.45K and leaving 9,759 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #305.

Simon Quick Advisors first reported a position in SCHM in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.06M in Q4 2020. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Simon Quick Advisors held 9,759 shares of Schwab US Mid-Cap ETF worth $360K as of Q2 2026.
  • Simon Quick Advisors sold 42 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.45K.
  • Schwab US Mid-Cap ETF made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #305 holding.
  • Simon Quick Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2017 and has held it in 37 quarters since.
  • Simon Quick Advisors's Schwab US Mid-Cap ETF position peaked at $1.06M in Q4 2020.
  • 551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.