TruNorth Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

TruNorth Capital Management’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	$237K	Sell	6,421 -92	-1%	-$3.17K	0.04%	110
2026 Q1	$202K	Buy	+6,513	New	+$207K	0.04%	114
2025 Q4	–	Sell	-371	Closed	-$11K	–	330
2025 Q3	$11K	Buy	371 +357	+2,550%	+$10.4K	﹤0.01%	333
2025 Q2	$393	Buy	+14	New	+$369	﹤0.01%	346

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

TruNorth Capital Management's SCHM Position: Q2 2026 in Review

TruNorth Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.4% in Q2 2026, selling an estimated $3.17K and leaving 6,421 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #110.

TruNorth Capital Management first reported a position in SCHM in Q2 2025 and has held it in 4 quarters since. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

TruNorth Capital Management held 6,421 shares of Schwab US Mid-Cap ETF worth $237K as of Q2 2026.
TruNorth Capital Management sold 92 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $3.17K.
Schwab US Mid-Cap ETF made up 0.04% of TruNorth Capital Management's portfolio in Q2 2026, its #110 holding.
TruNorth Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.