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

SWS 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	$2.58M	Buy	70,103 +132	+0.2%	+$4.54K	0.56%	63
2026 Q1	$2.17M	Sell	69,971 -4,555	-6%	-$145K	0.53%	67
2025 Q4	$2.24M	Buy	74,526 +77	+0.1%	+$2.29K	0.54%	69
2025 Q3	$2.21M	Sell	74,449 -798	-1%	-$23.2K	0.54%	66
2025 Q2	$2.11M	Buy	75,247 +1,809	+2%	+$47.7K	0.57%	64
2025 Q1	$1.92M	Sell	73,438 -3,595	-5%	-$100K	0.63%	63
2024 Q4	$2.13M	Buy	77,033 +314	+0.4%	+$8.95K	0.65%	58
2024 Q3	$2.12M	Sell	76,719 -4,158	-5%	-$111K	0.68%	61
2024 Q2	$2.1M	Sell	80,877 -7,002	-8%	-$183K	0.63%	64
2024 Q1	$2.39M	Buy	87,879 +20,790	+31%	+$530K	0.71%	59
2023 Q4	$1.68M	Buy	67,089 +4,020	+6%	+$92.1K	0.55%	71
2023 Q3	$1.42M	Buy	63,069 +8,646	+16%	+$205K	0.53%	74
2023 Q2	$1.29M	Sell	54,423 -2,370	-4%	-$53.4K	0.46%	81
2023 Q1	$1.28M	Buy	56,793 +3,897	+7%	+$89.7K	0.48%	80
2022 Q4	$1.16M	Buy	52,896 +444	+0.8%	+$9.73K	0.55%	69
2022 Q3	$1.06M	Buy	+52,452	New	+$1.17M	0.49%	77
2021 Q1	–	Sell	-35,793	Closed	-$813K	–	108
2020 Q4	$813K	Sell	35,793 -1,941	-5%	-$40.5K	0.36%	94
2020 Q3	$698K	Buy	+37,734	New	+$699K	0.35%	83
2020 Q2	–	Sell	-60,405	Closed	-$849K	–	105
2020 Q1	$849K	Buy	+60,405	New	+$1.11M	0.61%	54
2019 Q3	$204K	Sell	10,389 -396	-4%	-$7.48K	0.12%	112
2019 Q2	$207K	Buy	+10,785	New	+$202K	0.13%	114
2018 Q4	–	Sell	-17,082	Closed	-$329K	–	104
2018 Q3	$329K	Sell	17,082 -459	-3%	-$8.74K	0.21%	78
2018 Q2	$321K	Sell	17,541 -654	-4%	-$11.8K	0.23%	73
2018 Q1	$313K	Buy	18,195 +16,692	+1,111%	+$300K	0.23%	62
2017 Q4	$27K	Buy	+1,503	New	+$25.9K	0.02%	198

Other funds holding SCHM

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

SWS Partners's SCHM Position: Q2 2026 in Review

SWS Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.19% in Q2 2026, buying an estimated $4.54K and bringing the position to 70,103 shares worth $2.58M. The position accounts for 0.56% of the portfolio, ranked #63.

SWS Partners first reported a position in SCHM in Q4 2017 and has held it in 25 quarters since. 643 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

SWS Partners held 70,103 shares of Schwab US Mid-Cap ETF worth $2.58M as of Q2 2026.
SWS Partners bought 132 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $4.54K.
Schwab US Mid-Cap ETF made up 0.56% of SWS Partners's portfolio in Q2 2026, its #63 holding.
SWS Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 25 quarters since.
643 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.