Stordahl Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Stordahl Capital Management’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	$701K	Hold	19,007	–	–	0.13%	37
2026 Q1	$588K	Hold	19,007	–	–	0.12%	39
2025 Q4	$572K	Sell	19,007 -469	-2%	-$14K	0.12%	36
2025 Q3	$577K	Hold	19,476	–	–	0.12%	37
2025 Q2	$546K	Sell	19,476 -163	-0.8%	-$4.3K	0.12%	35
2025 Q1	$515K	Hold	19,639	–	–	0.12%	34
2024 Q4	$544K	Sell	19,639 -170	-0.9%	-$4.84K	0.13%	34
2024 Q3	$545K	Hold	19,809	–	–	0.13%	32
2024 Q2	$514K	Hold	19,809	–	–	0.13%	35
2024 Q1	$538K	Hold	19,809	–	–	0.13%	34
2023 Q4	$497K	Sell	19,809 -531	-3%	-$12.2K	0.14%	35
2023 Q3	$459K	Sell	20,340 -39	-0.2%	-$924	0.14%	34
2023 Q2	$483K	Sell	20,379 -180	-0.9%	-$4.06K	0.14%	35
2023 Q1	$465K	Hold	20,559	–	–	0.14%	36
2022 Q4	$450K	Sell	20,559 -618	-3%	-$13.5K	0.15%	35
2022 Q3	$427K	Hold	21,177	–	–	0.15%	35
2022 Q2	$443K	Hold	21,177	–	–	0.17%	37
2022 Q1	$535K	Sell	21,177 -90	-0.4%	-$2.26K	0.2%	34
2021 Q4	$570K	Sell	21,267 -48	-0.2%	-$1.28K	0.21%	32
2021 Q3	$545K	Hold	21,315	–	–	0.22%	32
2021 Q2	$556K	Hold	21,315	–	–	0.23%	32
2021 Q1	$529K	Sell	21,315 -4,215	-17%	-$102K	0.22%	31
2020 Q4	$580K	Hold	25,530	–	–	0.26%	30
2020 Q3	$472K	Hold	25,530	–	–	0.24%	31
2020 Q2	$448K	Sell	25,530 -1,713	-6%	-$27.9K	0.25%	31
2020 Q1	$354K	Sell	27,243 -11,202	-29%	-$205K	0.22%	32
2019 Q4	$771K	Buy	38,445 +72	+0.2%	+$1.39K	0.31%	29
2019 Q3	$723K	Sell	38,373 -3,150	-8%	-$59.5K	0.29%	29
2019 Q2	$801K	Buy	41,523 +315	+0.8%	+$5.89K	0.31%	29
2019 Q1	$785K	Buy	41,208 +13,428	+48%	+$240K	0.32%	29
2018 Q4	$444K	Buy	+27,780	New	+$485K	0.22%	32

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 $103B AUM 28.65% 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

Stordahl Capital Management's SCHM Position: Q2 2026 in Review

Stordahl Capital Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 19,007 shares worth $701K. The position accounts for 0.13% of the portfolio, ranked #37.

Stordahl Capital Management first reported a position in SCHM in Q4 2018 and has held it in 31 quarters since. The position peaked at $801K in Q2 2019. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Stordahl Capital Management held 19,007 shares of Schwab US Mid-Cap ETF worth $701K as of Q2 2026.
Stordahl Capital Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.13% of Stordahl Capital Management's portfolio in Q2 2026, its #37 holding.
Stordahl Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Stordahl Capital Management's Schwab US Mid-Cap ETF position peaked at $801K in Q2 2019.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.