TFA
SCHM icon

Toth Financial Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Toth Financial Advisory’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 		$222 Buy
+6
New +$207 ﹤0.01% 868
2025
Q4 		– Sell
-642
Closed -$19K – 975
2025
Q3 		$19K Buy
+642
New +$18.7K ﹤0.01% 473

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 $104B AUM 28.3% 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

Toth Financial Advisory's SCHM Position: Q2 2026 in Review

Toth Financial Advisory opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 6 shares worth $222. The stake represents ﹤0.01% of the portfolio and ranks #868 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in SCHM as recently as Q3 2025.

Toth Financial Advisory first reported a position in SCHM in Q3 2025 and has held it in 2 quarters since. The position peaked at $19K in Q3 2025. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Toth Financial Advisory held 6 shares of Schwab US Mid-Cap ETF worth $222 as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Toth Financial Advisory position in Q2 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #868 holding.
  • Toth Financial Advisory first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • Toth Financial Advisory's Schwab US Mid-Cap ETF position peaked at $19K in Q3 2025.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.