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

Strategic Advisory 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 		– Sell
-3,893
Closed -$121K – 82
2026
Q1 		$121K Buy
+3,893
New +$124K 0.09% 46

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Strategic Advisory Partners's SCHM Position: Q2 2026 in Review

Strategic Advisory Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 3,893 shares — an estimated $121K sold.

Strategic Advisory Partners first reported a position in SCHM in Q1 2026 and held it in 1 quarter. The position peaked at $121K in Q1 2026. 1,062 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Strategic Advisory Partners reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Strategic Advisory Partners sold 3,893 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $121K.
  • Strategic Advisory Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Strategic Advisory Partners's Schwab US Mid-Cap ETF position peaked at $121K in Q1 2026.
  • 1,062 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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