Smartleaf Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Smartleaf Asset Management’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	$129K	Hold	3,534	–	–	﹤0.01%	1033
2026 Q1	$106K	Buy	3,534 +3,455	+4,373%	+$110K	﹤0.01%	1088
2025 Q4	$2.4K	Sell	79 -31,978	-100%	-$953K	﹤0.01%	2933
2025 Q3	$950K	Buy	32,057 +18,130	+130%	+$528K	0.06%	336
2025 Q2	$389K	Sell	13,927 -5,383	-28%	-$142K	0.03%	427
2025 Q1	$505K	Buy	19,310 +16,314	+545%	+$454K	0.05%	361
2024 Q4	$82.9K	Buy	+2,996	New	+$85.4K	0.01%	930

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 $104B AUM 28.3% 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

Smartleaf Asset Management's SCHM Position: Q2 2026 in Review

Smartleaf Asset Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 3,534 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Smartleaf Asset Management first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $950K in Q3 2025. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Smartleaf Asset Management held 3,534 shares of Schwab US Mid-Cap ETF worth $129K as of Q2 2026.
Smartleaf Asset Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1033 holding.
Smartleaf Asset Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Smartleaf Asset Management's Schwab US Mid-Cap ETF position peaked at $950K in Q3 2025.
1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.