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

Summit Financial 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 		$1.37M Sell
37,154
-336
-0.9% -$11.6K 0.18% 70
2026
Q1 		$1.16M Sell
37,490
-40
-0.1% -$1.27K 0.16% 70
2025
Q4 		$1.13M Sell
37,530
-985
-3% -$29.4K 0.16% 71
2025
Q3 		$1.15M Buy
38,515
+1,765
+5% +$51.4K 0.18% 63
2025
Q2 		$1.03M Buy
36,750
+1,485
+4% +$39.2K 0.18% 61
2025
Q1 		$924K Sell
35,265
-4,550
-11% -$127K 0.18% 62
2024
Q4 		$1.14M Buy
39,815
+4,400
+12% +$125K 0.22% 55
2024
Q3 		$981K Hold
35,415
– – 0.18% 62
2024
Q2 		$919K Hold
35,415
– – 0.19% 57
2024
Q1 		$961K Hold
35,415
– – 0.19% 55
2023
Q4 		$889K Hold
35,415
– – 0.2% 57
2023
Q3 		$781K Hold
35,415
– – 0.19% 57
2023
Q2 		$839K Hold
35,415
– – 0.19% 57
2023
Q1 		$801K Hold
35,415
– – 0.19% 60
2022
Q4 		$775K Sell
35,415
-30
-0.1% -$657 0.19% 62
2022
Q3 		$766K Hold
35,445
– – 0.22% 55
2022
Q2 		$785K Sell
35,445
-600
-2% -$13.8K 0.19% 61
2022
Q1 		$911K Hold
36,045
– – 0.18% 56
2021
Q4 		$972K Hold
36,045
– – 0.19% 54
2021
Q3 		$921K Sell
36,045
-1,854
-5% -$48.4K 0.21% 54
2021
Q2 		$989K Sell
37,899
-285
-0.7% -$7.36K 0.22% 54
2021
Q1 		$868K Sell
38,184
-1,662
-4% -$40.3K 0.22% 51
2020
Q4 		$737K Buy
39,846
+1,662
+4% +$34.7K 0.2% 54
2020
Q3 		$728K Sell
38,184
-1,062
-3% -$19.7K 0.19% 54
2020
Q2 		$690K Hold
39,246
– – 0.18% 62
2020
Q1 		$552K Sell
39,246
-3,741
-9% -$68.5K 0.17% 65
2019
Q4 		$860K Hold
42,987
– – 0.21% 64
2019
Q3 		$804K Sell
42,987
-300
-0.7% -$5.67K 0.2% 73
2019
Q2 		$824K Sell
43,287
-348
-0.8% -$6.51K 0.2% 78
2019
Q1 		$819K Sell
43,635
-3,723
-8% -$66.5K 0.22% 71
2018
Q4 		$757K Sell
47,358
-28,206
-37% -$493K 0.25% 66
2018
Q3 		$1.35M Sell
75,564
-34,617
-31% -$660K 0.4% 55
2018
Q2 		$1.94M Hold
110,181
– – 0.65% 47
2018
Q1 		$1.94M Sell
110,181
-834
-0.8% -$15K 0.64% 47
2017
Q4 		$1.97M Buy
111,015
+9,447
+9% +$163K 0.68% 45
2017
Q3 		$1.7M Sell
101,568
-837
-0.8% -$13.6K 0.62% 46
2017
Q2 		$1.64M Buy
102,405
+12,684
+14% +$202K 0.65% 48
2017
Q1 		$1.42M Sell
89,721
-14,970
-14% -$233K 0.62% 48
2016
Q4 		$1.58M Buy
104,691
+2,370
+2% +$34.7K 0.69% 43
2016
Q3 		$1.48M Hold
102,321
– – 0.64% 45
2016
Q2 		$1.43M Sell
102,321
-53,037
-34% -$731K 0.6% 44
2016
Q1 		$2.1M Buy
155,358
+3
+0% +$38 0.92% 33
2015
Q4 		$2.08M Buy
+155,355
New +$2.11M 0.95% 34

Other funds holding SCHM

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Summit Financial Wealth Advisors's SCHM Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.9% in Q2 2026, selling an estimated $11.6K and leaving 37,154 shares worth $1.37M. The position accounts for 0.18% of the portfolio, ranked #70.

Summit Financial Wealth Advisors first reported a position in SCHM in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.1M in Q1 2016. 211 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Summit Financial Wealth Advisors held 37,154 shares of Schwab US Mid-Cap ETF worth $1.37M as of Q2 2026.
  • Summit Financial Wealth Advisors sold 336 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $11.6K.
  • Schwab US Mid-Cap ETF made up 0.18% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #70 holding.
  • Summit Financial Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • Summit Financial Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $2.1M in Q1 2016.
  • 211 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.