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

Stratos Wealth 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	$1.12M	Sell	30,255 -1,257	-4%	-$43.3K	0.01%	806
2026 Q1	$976K	Buy	31,512 +525	+2%	+$16.7K	0.01%	805
2025 Q4	$932K	Buy	30,987 +6,092	+24%	+$182K	0.01%	799
2025 Q3	$738K	Buy	24,895 +6,933	+39%	+$202K	0.01%	872
2025 Q2	$504K	Buy	17,962 +13	+0.1%	+$343	0.01%	926
2025 Q1	$470K	Buy	17,949 +1,168	+7%	+$32.5K	0.01%	910
2024 Q4	$465K	Buy	+16,781	New	+$478K	0.01%	970
2018 Q4	–	Sell	-5,661	Closed	-$109K	–	2194
2018 Q3	$109K	Buy	+5,661	New	+$108K	﹤0.01%	1086
2018 Q2	–	Sell	-5,880	Closed	-$104K	–	2276
2018 Q1	$104K	Sell	5,880 -1,497	-20%	-$26.9K	﹤0.01%	1177
2017 Q4	$131K	Buy	+7,377	New	+$127K	0.01%	1046
2017 Q1	–	Sell	-19,131	Closed	-$288K	–	851
2016 Q4	$288K	Buy	+19,131	New	+$280K	0.02%	530

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 Partners's SCHM Position: Q2 2026 in Review

Stratos Wealth Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4% in Q2 2026, selling an estimated $43.3K and leaving 30,255 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #806.

Stratos Wealth Partners first reported a position in SCHM in Q4 2016 and has held it in 11 quarters since. 1,072 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Stratos Wealth Partners held 30,255 shares of Schwab US Mid-Cap ETF worth $1.12M as of Q2 2026.
Stratos Wealth Partners sold 1,257 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $43.3K.
Schwab US Mid-Cap ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #806 holding.
Stratos Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and has held it in 11 quarters since.
1,072 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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