Stonebridge Financial Group (Pennsylvania)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$1.41M	Hold	38,117	–	–	0.11%	116
2026 Q1	$1.18M	Hold	38,117	–	–	0.1%	117
2025 Q4	$1.15M	Hold	38,117	–	–	0.1%	113
2025 Q3	$1.13M	Hold	38,117	–	–	0.1%	114
2025 Q2	$1.07M	Buy	38,117 +963	+3%	+$25.4K	0.1%	113
2025 Q1	$973K	Sell	37,154 -80	-0.2%	-$2.23K	0.1%	108
2024 Q4	$1.03M	Buy	+37,234	New	+$1.06M	0.11%	108

Other funds holding SCHM

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s SCHM Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 38,117 shares worth $1.41M. The position accounts for 0.11% of the portfolio, ranked #116.

Stonebridge Financial Group (Pennsylvania) first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 957 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 38,117 shares of Schwab US Mid-Cap ETF worth $1.41M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.11% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #116 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
957 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.