Wealth Enhancement Advisory Services
SCHM icon

Wealth Enhancement Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wealth Enhancement Advisory Services’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 		$119M Sell
3,315,880
-102,935
-3% -$3.54M 0.2% 93
2026
Q1 		$107M Sell
3,418,815
-2,329,788
-41% -$74.2M 0.22% 89
2025
Q4 		$181M Buy
5,748,603
+15,350
+0.3% +$458K 0.24% 73
2025
Q3 		$171M Sell
5,733,253
-64,359
-1% -$1.87M 0.26% 71
2025
Q2 		$166M Sell
5,797,612
-105,813
-2% -$2.79M 0.28% 67
2025
Q1 		$155M Sell
5,903,425
-185,855
-3% -$5.18M 0.3% 59
2024
Q4 		$169M Sell
6,089,280
-37,866
-0.6% -$1.08M 0.32% 55
2024
Q3 		$170M Sell
6,127,146
-85,308
-1% -$2.27M 0.36% 53
2024
Q2 		$161M Sell
6,212,454
-207,822
-3% -$5.44M 0.38% 46
2024
Q1 		$174M Sell
6,420,276
-150,348
-2% -$3.83M 0.45% 39
2023
Q4 		$165M Sell
6,570,624
-763,611
-10% -$17.5M 0.48% 36
2023
Q3 		$165M Buy
7,334,235
+6,391,224
+678% +$151M 0.54% 31
2023
Q2 		$22.3M Sell
943,011
-2,991
-0.3% -$67.4K 0.24% 51
2023
Q1 		$21.4M Sell
946,002
-49,308
-5% -$1.14M 0.25% 51
2022
Q4 		$23.4M Sell
995,310
-851,511
-46% -$18.7M 0.3% 53
2022
Q3 		$38.3M Sell
1,846,821
-68,931
-4% -$1.54M 0.55% 37
2022
Q2 		$41.2M Buy
1,915,752
+163,227
+9% +$3.77M 0.57% 35
2022
Q1 		$44.6M Buy
1,752,525
+4,059
+0.2% +$102K 0.6% 34
2021
Q4 		$43.4M Buy
1,748,466
+6,396
+0.4% +$171K 0.62% 36
2021
Q3 		$47.1M Buy
1,742,070
+14,919
+0.9% +$390K 0.69% 32
2021
Q2 		$44.1M Sell
1,727,151
-51,522
-3% -$1.33M 0.71% 29
2021
Q1 		$45.2M Sell
1,778,673
-133,092
-7% -$3.23M 0.82% 27
2020
Q4 		$45.3M Buy
1,911,765
+5,130
+0.3% +$107K 1.02% 21
2020
Q3 		$37.9M Sell
1,906,635
-1,977
-0.1% -$36.6K 0.99% 22
2020
Q2 		$35.1M Buy
1,908,612
+266,703
+16% +$4.35M 1.01% 22
2020
Q1 		$26.1M Sell
1,641,909
-327,900
-17% -$6M 0.93% 24
2019
Q4 		$39.5M Buy
1,969,809
+37,356
+2% +$723K 1.39% 18
2019
Q3 		$36.1M Buy
1,932,453
+129
+0% +$2.44K 1.46% 18
2019
Q2 		$37.4M Buy
1,932,324
+1,241,373
+180% +$23.2M 1.65% 15
2019
Q1 		$13.2M Buy
690,951
+24,828
+4% +$444K 0.75% 22
2018
Q4 		$11.6M Buy
666,123
+3,627
+0.5% +$63.4K 0.73% 27
2018
Q3 		$11.4M Buy
662,496
+4,542
+0.7% +$86.5K 0.69% 27
2018
Q2 		$12.4M Buy
657,954
+25,350
+4% +$458K 0.76% 24
2018
Q1 		$11.2M Buy
632,604
+26,508
+4% +$476K 0.75% 24
2017
Q4 		$11.1M Buy
606,096
+42,300
+8% +$730K 0.79% 25
2017
Q3 		$9.52M Buy
563,796
+52,572
+10% +$855K 0.79% 25
2017
Q2 		$8.2M Buy
511,224
+78,363
+18% +$1.25M 0.76% 28
2017
Q1 		$6.77M Sell
432,861
-93,594
-18% -$1.46M 0.72% 29
2016
Q4 		$7.92M Buy
526,455
+47,307
+10% +$692K 0.96% 22
2016
Q3 		$6.9M Buy
479,148
+45,642
+11% +$660K 1.03% 23
2016
Q2 		$6.07M Buy
433,506
+26,421
+6% +$364K 1.1% 23
2016
Q1 		$5.47M Buy
407,085
+52,140
+15% +$658K 1.11% 23
2015
Q4 		$4.74M Buy
354,945
+38,577
+12% +$524K 1.2% 24
2015
Q3 		$4.32M Buy
316,368
+51,957
+20% +$721K 1.32% 21
2015
Q2 		$3.76M Buy
264,411
+57,729
+28% +$835K 1.16% 24
2015
Q1 		$2.97M Buy
206,682
+30,402
+17% +$424K 1.14% 23
2014
Q4 		$2.39M Buy
+176,280
New +$2.32M 0.94% 23

Other funds holding SCHM

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's SCHM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3% in Q2 2026, selling an estimated $3.54M and leaving 3,315,880 shares worth $119M. The position accounts for 0.2% of the portfolio, ranked #93.

Wealth Enhancement Advisory Services first reported a position in SCHM in Q4 2014 and has held it in 47 quarters since. The position peaked at $181M in Q4 2025. 379 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,315,880 shares of Schwab US Mid-Cap ETF worth $119M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 102,935 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $3.54M.
  • Schwab US Mid-Cap ETF made up 0.2% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #93 holding.
  • Wealth Enhancement Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
  • Wealth Enhancement Advisory Services's Schwab US Mid-Cap ETF position peaked at $181M in Q4 2025.
  • 379 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.