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Sunburst Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sunburst Financial Group’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 		$2.1M Sell
56,858
-791
-1% -$27.2K 0.34% 39
2026
Q1 		$1.78M Sell
57,649
-11,811
-17% -$376K 0.33% 40
2025
Q4 		$2.09M Buy
69,460
+48
+0.1% +$1.43K 0.42% 32
2025
Q3 		$2.06M Sell
69,412
-1,035
-1% -$30.1K 0.43% 31
2025
Q2 		$1.98M Sell
70,447
-669
-0.9% -$17.6K 0.44% 31
2025
Q1 		$1.86M Sell
71,116
-2,407
-3% -$67K 0.46% 30
2024
Q4 		$2.04M Sell
73,523
-4,147
-5% -$118K 0.5% 30
2024
Q3 		$2.15M Sell
77,670
-312
-0.4% -$8.3K 0.55% 29
2024
Q2 		$2.02M Sell
77,982
-6,366
-8% -$167K 0.55% 29
2024
Q1 		$2.28M Sell
84,348
-777
-0.9% -$19.8K 0.64% 28
2023
Q4 		$2.14M Sell
85,125
-7,647
-8% -$175K 0.66% 25
2023
Q3 		$2.09M Sell
92,772
-1,014
-1% -$24K 0.74% 24
2023
Q2 		$2.22M Buy
93,786
+3,111
+3% +$70.1K 0.77% 25
2023
Q1 		$2.05M Sell
90,675
-2,043
-2% -$47K 0.76% 27
2022
Q4 		$2.03M Buy
92,718
+44,391
+92% +$973K 0.81% 24
2022
Q3 		$975K Buy
48,327
+1,659
+4% +$37K 0.47% 30
2022
Q2 		$976K Sell
46,668
-6,435
-12% -$148K 0.47% 30
2022
Q1 		$1.34M Buy
53,103
+5,079
+11% +$127K 0.66% 22
2021
Q4 		$1.29M Buy
48,024
+31,386
+189% +$837K 0.65% 20
2021
Q3 		$425K Hold
16,638
– – 0.26% 43
2021
Q2 		$434K Sell
16,638
-534
-3% -$13.8K 0.28% 43
2021
Q1 		$426K Hold
17,172
– – 0.3% 41
2020
Q4 		$390K Hold
17,172
– – 0.29% 40
2020
Q3 		$318K Sell
17,172
-141
-0.8% -$2.61K 0.27% 42
2020
Q2 		$304K Sell
17,313
-15,738
-48% -$257K 0.28% 42
2020
Q1 		$464K Buy
33,051
+3,519
+12% +$64.4K 0.49% 26
2019
Q4 		$592K Buy
+29,532
New +$572K 0.52% 22

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sunburst Financial Group's SCHM Position: Q2 2026 in Review

Sunburst Financial Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.4% in Q2 2026, selling an estimated $27.2K and leaving 56,858 shares worth $2.1M. The position accounts for 0.34% of the portfolio, ranked #39.

Sunburst Financial Group first reported a position in SCHM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.28M in Q1 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Sunburst Financial Group held 56,858 shares of Schwab US Mid-Cap ETF worth $2.1M as of Q2 2026.
  • Sunburst Financial Group sold 791 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $27.2K.
  • Schwab US Mid-Cap ETF made up 0.34% of Sunburst Financial Group's portfolio in Q2 2026, its #39 holding.
  • Sunburst Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Sunburst Financial Group's Schwab US Mid-Cap ETF position peaked at $2.28M in Q1 2024.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.