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Sound Income Strategies’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sound Income Strategies’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 		– Sell
-282
Closed -$8.81K – 2050
2026
Q1 		$8.81K Sell
282
-327
-54% -$10.4K ﹤0.01% 1566
2025
Q4 		$19.6K Sell
609
-120
-16% -$3.58K ﹤0.01% 1167
2025
Q3 		$21.7K Sell
729
-393
-35% -$11.4K ﹤0.01% 789
2025
Q2 		$31.5K Sell
1,122
-2,452
-69% -$64.7K ﹤0.01% 640
2025
Q1 		$93.6K Buy
3,574
+1,488
+71% +$41.4K 0.01% 401
2024
Q4 		$57.8K Buy
2,086
+1,507
+260% +$42.9K ﹤0.01% 432
2024
Q3 		$16K Buy
579
+570
+6,333% +$15.2K ﹤0.01% 686
2024
Q2 		$233 Hold
9
– – ﹤0.01% 1315
2024
Q1 		$244 Sell
9
-120
-93% -$3.06K ﹤0.01% 1281
2023
Q4 		$3.24K Sell
129
-1,284
-91% -$29.4K ﹤0.01% 966
2023
Q3 		$31.9K Buy
1,413
+615
+77% +$14.6K ﹤0.01% 365
2023
Q2 		$18.9K Buy
+798
New +$18K ﹤0.01% 440
2023
Q1 		– Sell
-597
Closed -$13.1K – 1133
2022
Q4 		$13.1K Buy
+597
New +$13.1K ﹤0.01% 467
2022
Q2 		– Sell
-66
Closed -$2K – 944
2022
Q1 		$2K Hold
66
– – ﹤0.01% 741
2021
Q4 		$2K Buy
+66
New +$1.76K ﹤0.01% 732
2021
Q2 		– Sell
-168
Closed -$4.17K – 1016
2021
Q1 		$4.17K Buy
+168
New +$4.08K ﹤0.01% 656
2020
Q4 		– Sell
-96
Closed -$2K – 944
2020
Q3 		$2K Buy
96
+33
+52% +$611 ﹤0.01% 686
2020
Q2 		$1K Buy
+63
New +$1.03K ﹤0.01% 732
2020
Q1 		– Sell
-543
Closed -$11K – 862
2019
Q4 		$11K Buy
+543
New +$10.5K ﹤0.01% 323

Other funds holding SCHM

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
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

Sound Income Strategies's SCHM Position: Q2 2026 in Review

Sound Income Strategies sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 282 shares — an estimated $8.81K sold.

Sound Income Strategies first reported a position in SCHM in Q4 2019 and held it in 19 quarters. The position peaked at $93.6K in Q1 2025. 901 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Sound Income Strategies reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 282 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $8.81K.
  • Sound Income Strategies first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 19 quarters.
  • Sound Income Strategies's Schwab US Mid-Cap ETF position peaked at $93.6K in Q1 2025.
  • 901 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.