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Womack Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Womack Financial’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 		$17.9M Sell
486,443
-3,949
-0.8% -$136K 11.86% 1
2026
Q1 		$15.2M Buy
490,392
+12,826
+3% +$408K 11.17% 1
2025
Q4 		$14.4M Buy
477,566
+11,558
+2% +$345K 10.6% 1
2025
Q3 		$13.8M Buy
466,008
+23,479
+5% +$683K 10.48% 1
2025
Q2 		$12.4M Buy
442,529
+15,108
+4% +$399K 10.34% 1
2025
Q1 		$11.2M Buy
427,421
+1,149
+0.3% +$32K 10.25% 1
2024
Q4 		$11.8M Buy
+426,272
New +$12.1M 10.48% 1

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

Womack Financial's SCHM Position: Q2 2026 in Review

Womack Financial reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.81% in Q2 2026, selling an estimated $136K and leaving 486,443 shares worth $17.9M. The position accounts for 11.86% of the portfolio, ranked #1.

Womack Financial first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 1,064 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Womack Financial held 486,443 shares of Schwab US Mid-Cap ETF worth $17.9M as of Q2 2026.
  • Womack Financial sold 3,949 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $136K.
  • Schwab US Mid-Cap ETF made up 11.86% of Womack Financial's portfolio in Q2 2026, its #1 holding.
  • Womack Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Womack Financial's 13F filing for Q2 2026, filed 14 Aug 2026.