Stratos Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Stratos Wealth Advisors’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	$852K	Buy	23,113 +410	+2%	+$14.1K	0.05%	300
2026 Q1	$703K	Sell	22,703 -171	-0.7%	-$5.45K	0.04%	322
2025 Q4	$688K	Buy	22,874 +352	+2%	+$10.5K	0.03%	375
2025 Q3	$668K	Sell	22,522 -775	-3%	-$22.6K	0.03%	394
2025 Q2	$653K	Sell	23,297 -838	-3%	-$22.1K	0.03%	396
2025 Q1	$632K	Sell	24,135 -3,867	-14%	-$108K	0.03%	391
2024 Q4	$776K	Sell	28,002 -168	-0.6%	-$4.79K	0.04%	378
2024 Q3	$780K	Buy	28,170 +222	+0.8%	+$5.9K	0.04%	403
2024 Q2	$725K	Buy	27,948 +1,671	+6%	+$43.7K	0.04%	397
2024 Q1	$713K	Sell	26,277 -1,245	-5%	-$31.8K	0.04%	392
2023 Q4	$691K	Sell	27,522 -1,125	-4%	-$25.8K	0.04%	399
2023 Q3	$646K	Buy	28,647 +3,900	+16%	+$92.4K	0.04%	385
2023 Q2	$586K	Sell	24,747 -4,854	-16%	-$109K	0.04%	410
2023 Q1	$670K	Sell	29,601 -1,287	-4%	-$29.6K	0.05%	367
2022 Q4	$676K	Sell	30,888 -7,941	-20%	-$174K	0.06%	346
2022 Q3	$783K	Buy	38,829 +5,040	+15%	+$112K	0.08%	277
2022 Q2	$707K	Buy	33,789 +1,062	+3%	+$24.5K	0.06%	309
2022 Q1	$828K	Sell	32,727 -5,520	-14%	-$138K	0.07%	301
2021 Q4	$1.02M	Sell	38,247 -1,620	-4%	-$43.2K	0.07%	280
2021 Q3	$1.02M	Buy	39,867 +2,082	+6%	+$54.4K	0.09%	250
2021 Q2	$986K	Buy	37,785 +630	+2%	+$16.3K	0.09%	240
2021 Q1	$922K	Sell	37,155 -3,516	-9%	-$85.3K	0.1%	225
2020 Q4	$924K	Sell	40,671 -1,464	-3%	-$30.5K	0.13%	174
2020 Q3	$779K	Sell	42,135 -17,523	-29%	-$325K	0.19%	132
2020 Q2	$1.05M	Buy	59,658 +7,341	+14%	+$120K	0.32%	79
2020 Q1	$735K	Sell	52,317 -2,703	-5%	-$49.5K	0.52%	57
2019 Q4	$1.1M	Sell	55,020 -462	-0.8%	-$8.95K	0.63%	34
2019 Q3	$1.05M	Buy	55,482 +4,143	+8%	+$78.3K	0.4%	67
2019 Q2	$977K	Buy	51,339 +38,613	+303%	+$722K	0.39%	64
2019 Q1	$235K	Buy	+12,726	New	+$227K	0.13%	186

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

Stratos Wealth Advisors's SCHM Position: Q2 2026 in Review

Stratos Wealth Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.8% in Q2 2026, buying an estimated $14.1K and bringing the position to 23,113 shares worth $852K. The position accounts for 0.05% of the portfolio, ranked #300.

Stratos Wealth Advisors first reported a position in SCHM in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.1M in Q4 2019. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Stratos Wealth Advisors held 23,113 shares of Schwab US Mid-Cap ETF worth $852K as of Q2 2026.
Stratos Wealth Advisors bought 410 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $14.1K.
Schwab US Mid-Cap ETF made up 0.05% of Stratos Wealth Advisors's portfolio in Q2 2026, its #300 holding.
Stratos Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
Stratos Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $1.1M in Q4 2019.
1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.