Strategic Equity Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Strategic Equity 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	$370K	Sell	10,040 -11,911	-54%	-$410K	0.12%	47
2026 Q1	$680K	Hold	21,951	–	–	0.26%	41
2025 Q4	$660K	Sell	21,951 -5,576	-20%	-$166K	0.22%	44
2025 Q3	$816K	Sell	27,527 -1,016	-4%	-$29.6K	0.3%	34
2025 Q2	$801K	Sell	28,543 -18,455	-39%	-$487K	0.29%	37
2025 Q1	$1.23M	Buy	46,998 +197	+0.4%	+$5.49K	0.52%	22
2024 Q4	$1.3M	Sell	46,801 -6,761	-13%	-$193K	0.55%	21
2024 Q3	$1.48M	Buy	53,562 +33,270	+164%	+$885K	0.7%	23
2024 Q2	$526K	Buy	20,292 +12,912	+175%	+$338K	0.34%	26
2024 Q1	$200K	Buy	+7,380	New	+$188K	0.17%	35

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

Strategic Equity Management's SCHM Position: Q2 2026 in Review

Strategic Equity Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 54% in Q2 2026, selling an estimated $410K and leaving 10,040 shares worth $370K. The position accounts for 0.12% of the portfolio, ranked #47.

Strategic Equity Management first reported a position in SCHM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.48M in Q3 2024. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Strategic Equity Management held 10,040 shares of Schwab US Mid-Cap ETF worth $370K as of Q2 2026.
Strategic Equity Management sold 11,911 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $410K.
Schwab US Mid-Cap ETF made up 0.12% of Strategic Equity Management's portfolio in Q2 2026, its #47 holding.
Strategic Equity Management first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Strategic Equity Management's Schwab US Mid-Cap ETF position peaked at $1.48M in Q3 2024.
1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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