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

Walkner Condon 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 		$231K Sell
6,254
-300
-5% -$10.3K 0.03% 312
2026
Q1 		$203K Buy
+6,554
New +$209K 0.03% 312
2025
Q4 		– Sell
-6,822
Closed -$202K – 317
2025
Q3 		$202K Sell
6,822
-492
-7% -$14.3K 0.03% 291
2025
Q2 		$205K Sell
7,314
-800
-10% -$21.1K 0.04% 268
2025
Q1 		$213K Sell
8,114
-133
-2% -$3.7K 0.04% 255
2024
Q4 		$229K Hold
8,247
– – 0.05% 253
2024
Q3 		$228K Hold
8,247
– – 0.05% 249
2024
Q2 		$214K Sell
8,247
-75
-0.9% -$1.96K 0.05% 241
2024
Q1 		$226K Hold
8,322
– – 0.05% 247
2023
Q4 		$209K Buy
+8,322
New +$191K 0.05% 256
2022
Q2 		– Sell
-8,088
Closed -$205K – 226
2022
Q1 		$205K Sell
8,088
-6,372
-44% -$160K 0.06% 211
2021
Q4 		$388K Buy
14,460
+102
+0.7% +$2.72K 0.25% 87
2021
Q3 		$366K Sell
14,358
-5,469
-28% -$143K 0.18% 102
2021
Q2 		$514K Buy
19,827
+5,391
+37% +$139K 0.19% 97
2021
Q1 		$358K Buy
14,436
+33
+0.2% +$801 0.14% 121
2020
Q4 		$327K Buy
+14,403
New +$300K 0.14% 100

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

Walkner Condon Financial Advisors's SCHM Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.6% in Q2 2026, selling an estimated $10.3K and leaving 6,254 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #312.

Walkner Condon Financial Advisors first reported a position in SCHM in Q4 2020 and has held it in 16 quarters since. The position peaked at $514K in Q2 2021. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Walkner Condon Financial Advisors held 6,254 shares of Schwab US Mid-Cap ETF worth $231K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 300 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $10.3K.
  • Schwab US Mid-Cap ETF made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #312 holding.
  • Walkner Condon Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 16 quarters since.
  • Walkner Condon Financial Advisors's Schwab US Mid-Cap ETF position peaked at $514K in Q2 2021.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.