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

Valeo 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 		$2.18M Sell
59,226
-1,645
-3% -$56.6K 0.05% 166
2026
Q1 		$1.88M Buy
60,871
+426
+0.7% +$13.6K 0.05% 167
2025
Q4 		$1.82M Buy
60,445
+284
+0.5% +$8.47K 0.04% 188
2025
Q3 		$1.78M Buy
60,161
+6,135
+11% +$179K 0.04% 185
2025
Q2 		$1.52M Buy
+54,026
New +$1.43M 0.04% 208
2022
Q1 		– Sell
-10,125
Closed -$271K – 681
2021
Q4 		$271K Buy
+10,125
New +$270K 0.01% 435
2021
Q2 		– Sell
-5,568
Closed -$138K – 1572
2021
Q1 		$138K Buy
5,568
+3,999
+255% +$97K 0.01% 533
2020
Q4 		$36K Sell
1,569
-390
-20% -$8.13K ﹤0.01% 885
2020
Q3 		$36K Sell
1,959
-1,245
-39% -$23.1K ﹤0.01% 756
2020
Q2 		$56K Buy
3,204
+1,245
+64% +$20.3K 0.01% 680
2020
Q1 		$30K Sell
1,959
-4,665
-70% -$85.4K ﹤0.01% 769
2019
Q4 		$133K Hold
6,624
– – 0.01% 402
2019
Q3 		$125K Hold
6,624
– – 0.01% 380
2019
Q2 		$126K Buy
6,624
+135
+2% +$2.52K 0.01% 383
2019
Q1 		$120K Sell
6,489
-2,988
-32% -$53.4K 0.01% 375
2018
Q4 		$151K Buy
9,477
+129
+1% +$2.25K 0.02% 300
2018
Q3 		$164K Sell
9,348
-1,950
-17% -$37.2K 0.02% 303
2018
Q2 		$212K Buy
11,298
+4,938
+78% +$89.3K 0.03% 272
2018
Q1 		$112K Sell
6,360
-1,335
-17% -$24K 0.02% 347
2017
Q4 		$137K Hold
7,695
– – 0.02% 292
2017
Q3 		$129K Buy
+7,695
New +$125K 0.03% 259

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

Valeo Financial Advisors's SCHM Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.7% in Q2 2026, selling an estimated $56.6K and leaving 59,226 shares worth $2.18M. The position accounts for 0.05% of the portfolio, ranked #166.

Valeo Financial Advisors first reported a position in SCHM in Q3 2017 and has held it in 21 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Valeo Financial Advisors held 59,226 shares of Schwab US Mid-Cap ETF worth $2.18M as of Q2 2026.
  • Valeo Financial Advisors sold 1,645 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $56.6K.
  • Schwab US Mid-Cap ETF made up 0.05% of Valeo Financial Advisors's portfolio in Q2 2026, its #166 holding.
  • Valeo Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and has held it in 21 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.