Stephens Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Stephens Inc’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	$284K	Buy	7,697 +3	+0%	+$103	﹤0.01%	1099
2026 Q1	$238K	Buy	7,694 +3	+0%	+$96	﹤0.01%	1134
2025 Q4	$231K	Buy	7,691 +5	+0.1%	+$149	﹤0.01%	1140
2025 Q3	$228K	Sell	7,686 -86	-1%	-$2.5K	﹤0.01%	1161
2025 Q2	$218K	Buy	7,772 +4	+0.1%	+$106	﹤0.01%	1142
2025 Q1	$204K	Buy	7,768 +156	+2%	+$4.34K	﹤0.01%	1135
2024 Q4	$211K	Buy	7,612 +4	+0.1%	+$114	﹤0.01%	1151
2024 Q3	$211K	Sell	7,608 -270	-3%	-$7.18K	﹤0.01%	1175
2024 Q2	$204K	Hold	7,878	–	–	﹤0.01%	1159
2024 Q1	$214K	Buy	+7,878	New	+$201K	﹤0.01%	1139
2022 Q2	–	Sell	-9,120	Closed	-$231K	–	1328
2022 Q1	$231K	Buy	9,120 +201	+2%	+$5.04K	﹤0.01%	1116
2021 Q4	$239K	Buy	+8,919	New	+$238K	﹤0.01%	1137

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

Stephens Inc's SCHM Position: Q2 2026 in Review

Stephens Inc increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.04% in Q2 2026, buying an estimated $103 and bringing the position to 7,697 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Stephens Inc first reported a position in SCHM in Q4 2021 and has held it in 12 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Stephens Inc held 7,697 shares of Schwab US Mid-Cap ETF worth $284K as of Q2 2026.
Stephens Inc bought 3 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $103.
Schwab US Mid-Cap ETF made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1099 holding.
Stephens Inc first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.