Squire Investment Management Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Squire Investment Management Company’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	$1.42M	Buy	38,541 +740	+2%	+$25.5K	0.34%	36
2026 Q1	$1.17M	Hold	37,801	–	–	0.33%	39
2025 Q4	$1.14M	Buy	37,801 +1,525	+4%	+$45.5K	0.34%	38
2025 Q3	$1.08M	Buy	36,276 +3,110	+9%	+$90.5K	0.35%	37
2025 Q2	$930K	Buy	33,166 +1,818	+6%	+$48K	0.34%	38
2025 Q1	$821K	Hold	31,348	–	–	0.34%	39
2024 Q4	$869K	Buy	31,348 +3,475	+12%	+$99K	0.38%	35
2024 Q3	$772K	Buy	27,873 +4,437	+19%	+$118K	0.37%	35
2024 Q2	$608K	Buy	23,436 +5,403	+30%	+$141K	0.34%	37
2024 Q1	$489K	Buy	18,033 +2,184	+14%	+$55.7K	0.31%	40
2023 Q4	$398K	Buy	+15,849	New	+$363K	0.32%	39

Other funds holding SCHM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

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 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

Squire Investment Management Company's SCHM Position: Q2 2026 in Review

Squire Investment Management Company increased its Schwab US Mid-Cap ETF (SCHM) stake by 2% in Q2 2026, buying an estimated $25.5K and bringing the position to 38,541 shares worth $1.42M. The position accounts for 0.34% of the portfolio, ranked #36.

Squire Investment Management Company first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 900 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Squire Investment Management Company held 38,541 shares of Schwab US Mid-Cap ETF worth $1.42M as of Q2 2026.
Squire Investment Management Company bought 740 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $25.5K.
Schwab US Mid-Cap ETF made up 0.34% of Squire Investment Management Company's portfolio in Q2 2026, its #36 holding.
Squire Investment Management Company first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
900 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.