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Wescott Financial Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wescott Financial Advisory Group’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 		$3.68M Sell
99,915
-1,951
-2% -$67.1K 0.29% 48
2026
Q1 		$3.15M Sell
101,866
-1,343
-1% -$42.8K 0.28% 51
2025
Q4 		$3.1M Buy
103,209
+389
+0.4% +$11.6K 0.27% 50
2025
Q3 		$3.05M Sell
102,820
-5,322
-5% -$155K 0.27% 49
2025
Q2 		$3.03M Sell
108,142
-1,283
-1% -$33.8K 0.29% 48
2025
Q1 		$2.87M Sell
109,425
-2,163
-2% -$60.2K 0.3% 48
2024
Q4 		$3.09M Buy
111,588
+375
+0.3% +$10.7K 0.32% 45
2024
Q3 		$3.08M Sell
111,213
-19,773
-15% -$526K 0.33% 46
2024
Q2 		$3.4M Sell
130,986
-11,469
-8% -$300K 0.39% 44
2024
Q1 		$3.87M Sell
142,455
-24,165
-15% -$616K 0.48% 38
2023
Q4 		$4.18M Sell
166,620
-2,802
-2% -$64.2K 0.59% 33
2023
Q3 		$3.82M Sell
169,422
-3,381
-2% -$80.1K 0.7% 32
2023
Q2 		$4.09M Sell
172,803
-11,589
-6% -$261K 0.72% 29
2023
Q1 		$4.17M Sell
184,392
-3,105
-2% -$71.5K 0.91% 25
2022
Q4 		$4.1M Buy
187,497
+4,542
+2% +$99.5K 0.88% 23
2022
Q3 		$3.69M Buy
182,955
+615
+0.3% +$13.7K 1.03% 23
2022
Q2 		$3.81M Buy
182,340
+612
+0.3% +$14.1K 1.04% 22
2022
Q1 		$4.59M Buy
+181,728
New +$4.56M 1.18% 21

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

Wescott Financial Advisory Group's SCHM Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.9% in Q2 2026, selling an estimated $67.1K and leaving 99,915 shares worth $3.68M. The position accounts for 0.29% of the portfolio, ranked #48.

Wescott Financial Advisory Group first reported a position in SCHM in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.59M in Q1 2022. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Wescott Financial Advisory Group held 99,915 shares of Schwab US Mid-Cap ETF worth $3.68M as of Q2 2026.
  • Wescott Financial Advisory Group sold 1,951 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $67.1K.
  • Schwab US Mid-Cap ETF made up 0.29% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #48 holding.
  • Wescott Financial Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Wescott Financial Advisory Group's Schwab US Mid-Cap ETF position peaked at $4.59M in Q1 2022.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.