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

True North 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	$3.22M	Sell	87,301 -405	-0.5%	-$13.9K	0.31%	62
2026 Q1	$2.72M	Sell	87,706 -3,922	-4%	-$125K	0.31%	57
2025 Q4	$2.76M	Buy	+91,628	New	+$2.73M	0.36%	48
2025 Q3	–	Sell	-97,978	Closed	-$2.75M	–	237
2025 Q2	$2.75M	Sell	97,978 -19,073	-16%	-$503K	0.53%	43
2025 Q1	$3.07M	Buy	+117,051	New	+$3.26M	0.54%	40

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 $103B AUM 28.65% 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

True North Advisors's SCHM Position: Q2 2026 in Review

True North Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.46% in Q2 2026, selling an estimated $13.9K and leaving 87,301 shares worth $3.22M. The position accounts for 0.31% of the portfolio, ranked #62.

True North Advisors first reported a position in SCHM in Q1 2025 and has held it in 5 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

True North Advisors held 87,301 shares of Schwab US Mid-Cap ETF worth $3.22M as of Q2 2026.
True North Advisors sold 405 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $13.9K.
Schwab US Mid-Cap ETF made up 0.31% of True North Advisors's portfolio in Q2 2026, its #62 holding.
True North Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.