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

West Paces 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	$1.02M	Sell	27,546 -371	-1%	-$12.8K	0.17%	67
2026 Q1	$864K	Sell	27,917 -977	-3%	-$31.1K	0.17%	68
2025 Q4	$869K	Buy	28,894 +42	+0.1%	+$1.25K	0.17%	66
2025 Q3	$855K	Sell	28,852 -295	-1%	-$8.59K	0.17%	66
2025 Q2	$818K	Buy	29,147 +14,597	+100%	+$385K	0.17%	68
2025 Q1	$381K	Hold	14,550	–	–	0.09%	101
2024 Q4	$403K	Sell	14,550 -150	-1%	-$4.27K	0.1%	96
2024 Q3	$407K	Hold	14,700	–	–	0.1%	101
2024 Q2	$381K	Hold	14,700	–	–	0.1%	98
2024 Q1	$399K	Hold	14,700	–	–	0.11%	94
2023 Q4	$369K	Buy	14,700 +10,800	+277%	+$247K	0.1%	93
2023 Q3	$88K	Hold	3,900	–	–	0.03%	178
2023 Q2	$92.3K	Sell	3,900 -18,330	-82%	-$413K	0.03%	179
2023 Q1	$503K	Buy	22,230 +18,000	+426%	+$415K	0.16%	81
2022 Q4	$92.5K	Sell	4,230 -27,846	-87%	-$610K	0.03%	174
2022 Q3	$647K	Sell	32,076 -14,679	-31%	-$327K	0.23%	66
2022 Q2	$978K	Buy	46,755 +42,645	+1,038%	+$984K	0.33%	45
2022 Q1	$104K	Hold	4,110	–	–	0.03%	172
2021 Q4	$110K	Buy	4,110 +111	+3%	+$2.96K	0.03%	159
2021 Q3	$102K	Hold	3,999	–	–	0.04%	154
2021 Q2	$104K	Buy	3,999 +99	+3%	+$2.56K	0.04%	143
2021 Q1	$96.8K	Hold	3,900	–	–	0.04%	142
2020 Q4	$88.6K	Hold	3,900	–	–	0.04%	146
2020 Q3	$72.1K	Hold	3,900	–	–	0.04%	151
2020 Q2	$68.4K	Sell	3,900 -270,855	-99%	-$4.41M	0.04%	156
2020 Q1	$3.86M	Buy	274,755 +273,255	+18,217%	+$5M	2.45%	10
2019 Q4	$30.1K	Sell	1,500 -30,000	-95%	-$581K	0.02%	236
2019 Q3	$594K	Buy	31,500 +30,000	+2,000%	+$567K	0.35%	57
2019 Q2	$28.5K	Hold	1,500	–	–	0.02%	213
2019 Q1	$27.7K	Sell	1,500 -73,497	-98%	-$1.31M	0.02%	216
2018 Q4	$1.2M	Buy	+74,997	New	+$1.31M	0.92%	23

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

West Paces Advisors's SCHM Position: Q2 2026 in Review

West Paces Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.3% in Q2 2026, selling an estimated $12.8K and leaving 27,546 shares worth $1.02M. The position accounts for 0.17% of the portfolio, ranked #67.

West Paces Advisors first reported a position in SCHM in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.86M in Q1 2020. 312 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

West Paces Advisors held 27,546 shares of Schwab US Mid-Cap ETF worth $1.02M as of Q2 2026.
West Paces Advisors sold 371 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $12.8K.
Schwab US Mid-Cap ETF made up 0.17% of West Paces Advisors's portfolio in Q2 2026, its #67 holding.
West Paces Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
West Paces Advisors's Schwab US Mid-Cap ETF position peaked at $3.86M in Q1 2020.
312 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.