Strategic Investment Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Strategic Investment Solutions’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	$345K	Buy	9,349 +7	+0.1%	+$241	0.08%	119
2026 Q1	$289K	Buy	9,342 +6	+0.1%	+$191	0.07%	124
2025 Q4	$281K	Sell	9,336 -444	-5%	-$13.2K	0.07%	117
2025 Q3	$290K	Sell	9,780 -468	-5%	-$13.6K	0.08%	118
2025 Q2	$287K	Sell	10,248 -301	-3%	-$7.94K	0.09%	109
2025 Q1	$276K	Sell	10,549 -201	-2%	-$5.6K	0.08%	85
2024 Q4	$298K	Sell	10,750 -95	-0.9%	-$2.71K	0.1%	86
2024 Q3	$300K	Sell	10,845 -1,281	-11%	-$34.1K	0.09%	83
2024 Q2	$312K	Buy	+12,126	New	+$317K	0.1%	79
2023 Q4	$283K	Sell	11,259 -699,120	-98%	-$16M	0.05%	155
2023 Q3	$16.8M	Buy	710,379 +699,162	+6,233%	+$16.6M	0.21%	71
2023 Q2	$247K	Hold	11,217	–	–	0.05%	126
2023 Q1	$254K	Buy	11,217 +12	+0.1%	+$276	0.05%	153
2022 Q4	$276K	Buy	+11,205	New	+$246K	0.14%	75

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

Strategic Investment Solutions's SCHM Position: Q2 2026 in Review

Strategic Investment Solutions increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.07% in Q2 2026, buying an estimated $241 and bringing the position to 9,349 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #119.

Strategic Investment Solutions first reported a position in SCHM in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.8M in Q3 2023. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Strategic Investment Solutions held 9,349 shares of Schwab US Mid-Cap ETF worth $345K as of Q2 2026.
Strategic Investment Solutions bought 7 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $241.
Schwab US Mid-Cap ETF made up 0.08% of Strategic Investment Solutions's portfolio in Q2 2026, its #119 holding.
Strategic Investment Solutions first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's Schwab US Mid-Cap ETF position peaked at $16.8M in Q3 2023.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.