Wealthcare Advisory Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wealthcare Advisory Partners’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	$2.81M	Sell	76,252 -10,012	-12%	-$345K	0.05%	284
2026 Q1	$2.67M	Sell	86,264 -14,648	-15%	-$466K	0.05%	305
2025 Q4	$3.03M	Sell	100,912 -18,337	-15%	-$547K	0.06%	268
2025 Q3	$3.53M	Sell	119,249 -87	-0.1%	-$2.53K	0.07%	214
2025 Q2	$3.35M	Buy	119,336 +47,789	+67%	+$1.26M	0.08%	213
2025 Q1	$1.87M	Sell	71,547 -1,039	-1%	-$28.9K	0.05%	295
2024 Q4	$2.01M	Sell	72,586 -18,308	-20%	-$522K	0.06%	270
2024 Q3	$2.52M	Sell	90,894 -45,822	-34%	-$1.22M	0.07%	232
2024 Q2	$3.55M	Sell	136,716 -20,112	-13%	-$526K	0.11%	148
2024 Q1	$4.26M	Sell	156,828 -51,381	-25%	-$1.31M	0.14%	122
2023 Q4	$5.23M	Buy	208,209 +36,306	+21%	+$832K	0.21%	85
2023 Q3	$3.88M	Buy	171,903 +21,762	+14%	+$516K	0.18%	99
2023 Q2	$3.55M	Buy	150,141 +80,316	+115%	+$1.81M	0.16%	110
2023 Q1	$1.58M	Sell	69,825 -10,821	-13%	-$249K	0.07%	214
2022 Q4	$1.76M	Buy	80,646 +31,782	+65%	+$697K	0.08%	180
2022 Q3	$986K	Sell	48,864 -7,485	-13%	-$167K	0.06%	237
2022 Q2	$1.18M	Buy	56,349 +10,155	+22%	+$234K	0.07%	188
2022 Q1	$1.17M	Buy	46,194 +9,237	+25%	+$232K	0.07%	167
2021 Q4	$991K	Buy	36,957 +16,500	+81%	+$440K	0.06%	196
2021 Q3	$523K	Sell	20,457 -15,549	-43%	-$406K	0.03%	305
2021 Q2	$939K	Buy	36,006 +5,844	+19%	+$151K	0.06%	209
2021 Q1	$748K	Buy	30,162 +1,446	+5%	+$35.1K	0.05%	225
2020 Q4	$653K	Sell	28,716 -1,983	-6%	-$41.4K	0.06%	195
2020 Q3	$568K	Sell	30,699 -1,203	-4%	-$22.3K	0.06%	184
2020 Q2	$560K	Buy	31,902 +699	+2%	+$11.4K	0.07%	158
2020 Q1	$439K	Sell	31,203 -4,572	-13%	-$83.7K	0.06%	167
2019 Q4	$717K	Buy	35,775 +5,544	+18%	+$107K	0.09%	131
2019 Q3	$570K	Sell	30,231 -243	-0.8%	-$4.59K	0.08%	138
2019 Q2	$580K	Buy	30,474 +2,340	+8%	+$43.8K	0.09%	132
2019 Q1	$519K	Buy	28,134 +4,635	+20%	+$82.8K	0.09%	131
2018 Q4	$375K	Buy	23,499 +564	+2%	+$9.86K	0.07%	137
2018 Q3	$442K	Buy	22,935 +20,163	+727%	+$384K	0.08%	132
2018 Q2	$51K	Buy	2,772 +6	+0.2%	+$109	0.01%	459
2018 Q1	$49K	Buy	+2,766	New	+$49.7K	0.01%	403

Other funds holding SCHM

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Wealthcare Advisory Partners's SCHM Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q2 2026, selling an estimated $345K and leaving 76,252 shares worth $2.81M. The position accounts for 0.05% of the portfolio, ranked #284.

Wealthcare Advisory Partners first reported a position in SCHM in Q1 2018 and has held it in 34 quarters since. The position peaked at $5.23M in Q4 2023. 278 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Wealthcare Advisory Partners held 76,252 shares of Schwab US Mid-Cap ETF worth $2.81M as of Q2 2026.
Wealthcare Advisory Partners sold 10,012 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $345K.
Schwab US Mid-Cap ETF made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #284 holding.
Wealthcare Advisory Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and has held it in 34 quarters since.
Wealthcare Advisory Partners's Schwab US Mid-Cap ETF position peaked at $5.23M in Q4 2023.
278 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.