SGK
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Steigerwald Gordon & Koch’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Steigerwald Gordon & Koch’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 		$144K Hold
3,900
– – 0.01% 177
2026
Q1 		$121K Hold
3,900
– – 0.01% 189
2025
Q4 		$117K Hold
3,900
– – 0.01% 195
2025
Q3 		$116K Buy
+3,900
New +$114K 0.01% 195

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Steigerwald Gordon & Koch's SCHM Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 3,900 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #177.

Steigerwald Gordon & Koch first reported a position in SCHM in Q3 2025 and has held it in 4 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Steigerwald Gordon & Koch held 3,900 shares of Schwab US Mid-Cap ETF worth $144K as of Q2 2026.
  • Steigerwald Gordon & Koch left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #177 holding.
  • Steigerwald Gordon & Koch first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.