Stevens Capital Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Stevens Capital Partners’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	$6.65M	Buy	180,479 +34,566	+24%	+$1.19M	1.27%	22
2026 Q1	$4.52M	Buy	145,913 +60,478	+71%	+$1.93M	1.09%	24
2025 Q4	$2.57M	Buy	85,435 +46,020	+117%	+$1.37M	0.67%	31
2025 Q3	$1.17M	Buy	39,415 +13,987	+55%	+$407K	0.35%	48
2025 Q2	$723K	Buy	25,428 +12,360	+95%	+$326K	0.26%	49
2025 Q1	$342K	Buy	13,068 +3,606	+38%	+$100K	0.16%	50
2024 Q4	$262K	Buy	9,462 +1,656	+21%	+$47.2K	0.12%	58
2024 Q3	$216K	Buy	+7,806	New	+$208K	0.1%	61
2024 Q2	–	Sell	-7,953	Closed	-$216K	–	61
2024 Q1	$216K	Sell	7,953 -1,989	-20%	-$50.7K	0.13%	57
2023 Q4	$250K	Buy	+9,942	New	+$228K	0.17%	48
2023 Q3	–	Sell	-8,718	Closed	-$206K	–	49
2023 Q2	$206K	Buy	+8,718	New	+$196K	0.16%	50

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

Stevens Capital Partners's SCHM Position: Q2 2026 in Review

Stevens Capital Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 24% in Q2 2026, buying an estimated $1.19M and bringing the position to 180,479 shares worth $6.65M. The position accounts for 1.27% of the portfolio, ranked #22.

Stevens Capital Partners first reported a position in SCHM in Q2 2023 and has held it in 11 quarters since. 1,072 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Stevens Capital Partners held 180,479 shares of Schwab US Mid-Cap ETF worth $6.65M as of Q2 2026.
Stevens Capital Partners bought 34,566 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.19M.
Schwab US Mid-Cap ETF made up 1.27% of Stevens Capital Partners's portfolio in Q2 2026, its #22 holding.
Stevens Capital Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 11 quarters since.
1,072 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.