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Ulland Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Ulland Investment 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 		$2.93M Sell
79,541
-339
-0.4% -$11.7K 2.16% 13
2026
Q1 		$2.47M Sell
79,880
-474
-0.6% -$15.1K 2.12% 14
2025
Q4 		$2.42M Sell
80,354
-4,620
-5% -$138K 1.93% 15
2025
Q3 		$2.52M Sell
84,974
-755
-0.9% -$22K 1.9% 17
2025
Q2 		$2.4M Sell
85,729
-8,443
-9% -$223K 1.84% 17
2025
Q1 		$2.47M Sell
94,172
-9,807
-9% -$273K 2.06% 18
2024
Q4 		$2.88M Buy
103,979
+3,821
+4% +$109K 1.84% 15
2024
Q3 		$2.77M Sell
100,158
-4,242
-4% -$113K 2.03% 13
2024
Q2 		$2.71M Sell
104,400
-831
-0.8% -$21.7K 1.88% 16
2024
Q1 		$2.86M Sell
105,231
-3,645
-3% -$93K 2.28% 14
2023
Q4 		$2.73M Buy
108,876
+4,572
+4% +$105K 2.76% 12
2023
Q3 		$2.35M Buy
104,304
+1,494
+1% +$35.4K 2.59% 13
2023
Q2 		$2.43M Sell
102,810
-1,890
-2% -$42.6K 2.5% 14
2023
Q1 		$2.37M Sell
104,700
-8,661
-8% -$199K 2.78% 13
2022
Q4 		$2.48M Sell
113,361
-15,315
-12% -$336K 2.96% 11
2022
Q3 		$2.6M Sell
128,676
-5,100
-4% -$114K 2.84% 12
2022
Q2 		$2.8M Sell
133,776
-2,790
-2% -$64.4K 2.86% 13
2022
Q1 		$3.45M Sell
136,566
-30,240
-18% -$758K 2.59% 16
2021
Q4 		$4.47M Buy
+166,806
New +$4.45M 2.85% 11

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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 $103B AUM 28.65% 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

Ulland Investment Advisors's SCHM Position: Q2 2026 in Review

Ulland Investment Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.42% in Q2 2026, selling an estimated $11.7K and leaving 79,541 shares worth $2.93M. The position accounts for 2.16% of the portfolio, ranked #13.

Ulland Investment Advisors first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.47M in Q4 2021. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Ulland Investment Advisors held 79,541 shares of Schwab US Mid-Cap ETF worth $2.93M as of Q2 2026.
  • Ulland Investment Advisors sold 339 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $11.7K.
  • Schwab US Mid-Cap ETF made up 2.16% of Ulland Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • Ulland Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Ulland Investment Advisors's Schwab US Mid-Cap ETF position peaked at $4.47M in Q4 2021.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.