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

Waverly 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	$62.7M	Sell	1,699,550 -3,231	-0.2%	-$111K	0.36%	62
2026 Q1	$52.7M	Sell	1,702,781 -39,004	-2%	-$1.24M	0.39%	56
2025 Q4	$52.4M	Sell	1,741,785 -7,897	-0.5%	-$235K	0.42%	50
2025 Q3	$51.9M	Sell	1,749,682 -31,053	-2%	-$904K	0.52%	41
2025 Q2	$49.9M	Sell	1,780,735 -25,243	-1%	-$666K	0.55%	38
2025 Q1	$47.3M	Buy	1,805,978 +1,346,564	+293%	+$37.5M	0.58%	32
2024 Q4	$12.7M	Buy	459,414 +15,105	+3%	+$430K	0.2%	109
2024 Q3	$12.3M	Sell	444,309 -33,924	-7%	-$902K	0.23%	93
2024 Q2	$12.4M	Buy	478,233 +51,606	+12%	+$1.35M	0.24%	82
2024 Q1	$11.6M	Buy	+426,627	New	+$10.9M	0.27%	72

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 $103B AUM 28.65% 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

Waverly Advisors's SCHM Position: Q2 2026 in Review

Waverly Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.19% in Q2 2026, selling an estimated $111K and leaving 1,699,550 shares worth $62.7M. The position accounts for 0.36% of the portfolio, ranked #62.

Waverly Advisors first reported a position in SCHM in Q1 2024 and has held it in 10 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Waverly Advisors held 1,699,550 shares of Schwab US Mid-Cap ETF worth $62.7M as of Q2 2026.
Waverly Advisors sold 3,231 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $111K.
Schwab US Mid-Cap ETF made up 0.36% of Waverly Advisors's portfolio in Q2 2026, its #62 holding.
Waverly Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.