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

Twele 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	$670K	Sell	18,181 -137	-0.7%	-$4.71K	0.11%	33
2026 Q1	$567K	Sell	18,318 -295	-2%	-$9.39K	0.1%	33
2025 Q4	$560K	Hold	18,613	–	–	0.1%	33
2025 Q3	$552K	Sell	18,613 -35	-0.2%	-$1.02K	0.1%	33
2025 Q2	$523K	Buy	18,648 +165	+0.9%	+$4.35K	0.1%	33
2025 Q1	$484K	Buy	18,483 +13	+0.1%	+$362	0.1%	33
2024 Q4	$512K	Sell	18,470 -391	-2%	-$11.1K	0.11%	33
2024 Q3	$522K	Sell	18,861 -174	-0.9%	-$4.63K	0.11%	33
2024 Q2	$494K	Hold	19,035	–	–	0.11%	33
2024 Q1	$517K	Sell	19,035 -195	-1%	-$4.97K	0.12%	32
2023 Q4	$483K	Sell	19,230 -57	-0.3%	-$1.31K	0.08%	37
2023 Q3	$435K	Sell	19,287 -39	-0.2%	-$924	0.07%	36
2023 Q2	$458K	Buy	19,326 +84	+0.4%	+$1.89K	0.07%	35
2023 Q1	$435K	Sell	19,242 -2,469	-11%	-$56.9K	0.07%	37
2022 Q4	$475K	Buy	+21,711	New	+$476K	0.08%	36
2022 Q3	–	Sell	-23,028	Closed	-$482K	–	39
2022 Q2	$482K	Buy	23,028 +12	+0.1%	+$277	0.08%	38
2022 Q1	$582K	Sell	23,016 -924	-4%	-$23.2K	0.08%	38
2021 Q4	$642K	Buy	23,940 +48	+0.2%	+$1.28K	0.08%	38
2021 Q3	$611K	Sell	23,892 -216	-0.9%	-$5.64K	0.08%	38
2021 Q2	$629K	Sell	24,108 -498	-2%	-$12.9K	0.1%	39
2021 Q1	$610K	Sell	24,606 -2,217	-8%	-$53.8K	0.1%	41
2020 Q4	$610K	Sell	26,823 -1,143	-4%	-$23.8K	0.11%	39
2020 Q3	$517K	Sell	27,966 -1,425	-5%	-$26.4K	0.1%	39
2020 Q2	$516K	Buy	29,391 +6,618	+29%	+$108K	0.1%	39
2020 Q1	$320K	Buy	22,773 +2,220	+11%	+$40.7K	0.07%	41
2019 Q4	$412K	Buy	20,553 +969	+5%	+$18.8K	0.08%	43
2019 Q3	$369K	Buy	19,584 +1,677	+9%	+$31.7K	0.07%	42
2019 Q2	$341K	Buy	17,907 +768	+4%	+$14.4K	0.07%	42
2019 Q1	$316K	Buy	17,139 +1,752	+11%	+$31.3K	0.07%	43
2018 Q4	$246K	Buy	15,387 +972	+7%	+$17K	0.06%	45
2018 Q3	$278K	Buy	14,415 +63	+0.4%	+$1.2K	0.06%	41
2018 Q2	$263K	Buy	14,352 +591	+4%	+$10.7K	0.06%	42
2018 Q1	$243K	Buy	13,761 +573	+4%	+$10.3K	0.06%	42
2017 Q4	$234K	Buy	13,188 +375	+3%	+$6.47K	0.05%	42
2017 Q3	$214K	Hold	12,813	–	–	0.05%	43
2017 Q2	$206K	Buy	+12,813	New	+$204K	0.05%	42

Other funds holding SCHM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

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

Twele Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.75% in Q2 2026, selling an estimated $4.71K and leaving 18,181 shares worth $670K. The position accounts for 0.11% of the portfolio, ranked #33.

Twele Capital Management first reported a position in SCHM in Q2 2017 and has held it in 36 quarters since. 663 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Twele Capital Management held 18,181 shares of Schwab US Mid-Cap ETF worth $670K as of Q2 2026.
Twele Capital Management sold 137 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $4.71K.
Schwab US Mid-Cap ETF made up 0.11% of Twele Capital Management's portfolio in Q2 2026, its #33 holding.
Twele Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and has held it in 36 quarters since.
663 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.