Steward Partners Investment Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Steward Partners Investment Advisory’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	$1.22M	Buy	33,218 +7,126	+27%	+$245K	0.01%	1170
2026 Q1	$808K	Buy	26,092 +2,087	+9%	+$66.5K	﹤0.01%	1283
2025 Q4	$722K	Sell	24,005 -3,161	-12%	-$94.2K	﹤0.01%	1231
2025 Q3	$805K	Buy	27,166 +7,089	+35%	+$206K	﹤0.01%	1152
2025 Q2	$563K	Sell	20,077 -400	-2%	-$10.6K	﹤0.01%	1245
2025 Q1	$537K	Sell	20,477 -1,915	-9%	-$53.3K	﹤0.01%	1189
2024 Q4	$620K	Buy	22,392 +2,223	+11%	+$63.3K	0.01%	1064
2024 Q3	$559K	Sell	20,169 -6,009	-23%	-$160K	0.01%	1066
2024 Q2	$679K	Buy	26,178 +3	+0%	+$78	0.01%	937
2024 Q1	$711K	Buy	26,175 +1,377	+6%	+$35.1K	0.01%	915
2023 Q4	$623K	Sell	24,798 -99	-0.4%	-$2.27K	0.01%	903
2023 Q3	$562K	Buy	24,897 +9	+0%	+$213	0.01%	881
2023 Q2	$589K	Sell	24,888 -2,217	-8%	-$50K	0.01%	881
2023 Q1	$613K	Buy	27,105 +1,965	+8%	+$45.3K	0.01%	850
2022 Q4	$550K	Buy	25,140 +2,421	+11%	+$53.1K	0.01%	883
2022 Q3	$458K	Buy	22,719 +294	+1%	+$6.56K	0.01%	883
2022 Q2	$469K	Sell	22,425 -597	-3%	-$13.8K	0.01%	876
2022 Q1	$582K	Buy	23,022 +312	+1%	+$7.82K	0.01%	873
2021 Q4	$609K	Sell	22,710 -60	-0.3%	-$1.6K	0.01%	876
2021 Q3	$582K	Sell	22,770 -132	-0.6%	-$3.45K	0.01%	856
2021 Q2	$598K	Sell	22,902 -3,270	-12%	-$84.5K	0.01%	870
2021 Q1	$649K	Buy	26,172 +3,114	+14%	+$75.5K	0.01%	788
2020 Q4	$524K	Buy	23,058 +9,102	+65%	+$190K	0.01%	748
2020 Q3	$258K	Sell	13,956 -156	-1%	-$2.89K	0.01%	859
2020 Q2	$248K	Sell	14,112 -300	-2%	-$4.89K	0.01%	810
2020 Q1	$202K	Sell	14,412 -94,341	-87%	-$1.73M	0.01%	790
2019 Q4	$2.18M	Buy	108,753 +7,839	+8%	+$152K	0.06%	289
2019 Q3	$1.9M	Buy	100,914 +4,254	+4%	+$80.4K	0.06%	281
2019 Q2	$1.84M	Buy	96,660 +1,563	+2%	+$29.2K	0.07%	269
2019 Q1	$1.75M	Sell	95,097 -6,084	-6%	-$109K	0.07%	257
2018 Q4	$1.62M	Buy	101,181 +32,187	+47%	+$562K	0.08%	255
2018 Q3	$1.33M	Sell	68,994 -11,457	-14%	-$218K	0.06%	283
2018 Q2	$1.47M	Sell	80,451 -4,929	-6%	-$89.1K	0.09%	232
2018 Q1	$1.5M	Sell	85,380 -152,403	-64%	-$2.74M	0.1%	211
2017 Q4	$4.22M	Buy	237,783 +1,644	+0.7%	+$28.4K	0.32%	79
2017 Q3	$3.94M	Buy	236,139 +3,624	+2%	+$58.9K	0.4%	62
2017 Q2	$3.73M	Buy	232,515 +20,901	+10%	+$332K	0.42%	62
2017 Q1	$3.34M	Buy	211,614 +38,781	+22%	+$604K	0.51%	51
2016 Q4	$2.6M	Buy	+172,833	New	+$2.53M	1.19%	18

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

Steward Partners Investment Advisory's SCHM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Schwab US Mid-Cap ETF (SCHM) stake by 27% in Q2 2026, buying an estimated $245K and bringing the position to 33,218 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #1170.

Steward Partners Investment Advisory first reported a position in SCHM in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.22M in Q4 2017. 1,072 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Steward Partners Investment Advisory held 33,218 shares of Schwab US Mid-Cap ETF worth $1.22M as of Q2 2026.
Steward Partners Investment Advisory bought 7,126 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $245K.
Schwab US Mid-Cap ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1170 holding.
Steward Partners Investment Advisory first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
Steward Partners Investment Advisory's Schwab US Mid-Cap ETF position peaked at $4.22M in Q4 2017.
1,072 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.