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True Link Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

True Link Financial 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 		– Sell
-1,855
Closed -$57.4K – 332
2026
Q1 		$57.4K Buy
+1,855
New +$59.1K ﹤0.01% 201

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Northwestern Mutual Wealth Management
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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

True Link Financial Advisors's SCHM Position: Q2 2026 in Review

True Link Financial Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 1,855 shares — an estimated $57.4K sold.

True Link Financial Advisors first reported a position in SCHM in Q1 2026 and held it in 1 quarter. The position peaked at $57.4K in Q1 2026. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • True Link Financial Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 1,855 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $57.4K.
  • True Link Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and held it in 1 quarter.
  • True Link Financial Advisors's Schwab US Mid-Cap ETF position peaked at $57.4K in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.