tru Independence’s Schwab US Mid-Cap ETF SCHM Stock Holding History

tru Independence’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	$220K	Buy	+5,971	New	+$206K	0.1%	99
2021 Q2	–	Sell	-57,069	Closed	-$1.42M	–	358
2021 Q1	$1.42M	Buy	+57,069	New	+$1.38M	0.27%	84
2020 Q4	–	Sell	-65,319	Closed	-$1.21M	–	820
2020 Q3	$1.21M	Buy	+65,319	New	+$1.21M	0.34%	65
2020 Q1	–	Sell	-5,766	Closed	-$81K	–	877
2019 Q4	$81K	Buy	+5,766	New	+$112K	0.01%	327

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

tru Independence's SCHM Position: Q2 2026 in Review

tru Independence opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 5,971 shares worth $220K. The stake represents 0.1% of the portfolio and ranks #99 among its holdings. This is a return to the name: tru Independence previously reported a position in SCHM as recently as Q1 2021.

tru Independence first reported a position in SCHM in Q4 2019 and has held it in 4 quarters since. The position peaked at $1.42M in Q1 2021. 1,068 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

tru Independence held 5,971 shares of Schwab US Mid-Cap ETF worth $220K as of Q2 2026.
Schwab US Mid-Cap ETF was a new tru Independence position in Q2 2026.
Schwab US Mid-Cap ETF made up 0.1% of tru Independence's portfolio in Q2 2026, its #99 holding.
tru Independence first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 4 quarters since.
tru Independence's Schwab US Mid-Cap ETF position peaked at $1.42M in Q1 2021.
1,068 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.