YHB Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

YHB Investment 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	$955K	Buy	25,901 +996	+4%	+$34.3K	0.06%	180
2026 Q1	$771K	Sell	24,905 -2,030	-8%	-$64.6K	0.06%	184
2025 Q4	$810K	Buy	26,935 +648	+2%	+$19.3K	0.06%	184
2025 Q3	$779K	Sell	26,287 -181	-0.7%	-$5.27K	0.06%	182
2025 Q2	$742K	Sell	26,468 -48	-0.2%	-$1.27K	0.06%	184
2025 Q1	$695K	Buy	26,516 +275	+1%	+$7.66K	0.06%	180
2024 Q4	$727K	Buy	26,241 +171	+0.7%	+$4.87K	0.06%	167
2024 Q3	$722K	Buy	26,070 +813	+3%	+$21.6K	0.06%	171
2024 Q2	$655K	Sell	25,257 -222	-0.9%	-$5.81K	0.06%	176
2024 Q1	$692K	Buy	25,479 +537	+2%	+$13.7K	0.06%	168
2023 Q4	$626K	Sell	24,942 -143,844	-85%	-$3.3M	0.06%	172
2023 Q3	$3.81M	Sell	168,786 -522	-0.3%	-$12.4K	0.35%	81
2023 Q2	$4.01M	Buy	169,308 +1,863	+1%	+$42K	0.37%	73
2023 Q1	$3.79M	Buy	167,445 +4,653	+3%	+$107K	0.38%	76
2022 Q4	$3.56M	Buy	162,792 +2,331	+1%	+$51.1K	0.38%	75
2022 Q3	$3.24M	Sell	160,461 -23,085	-13%	-$515K	0.36%	74
2022 Q2	$3.84M	Sell	183,546 -10,788	-6%	-$249K	0.4%	72
2022 Q1	$4.91M	Buy	194,334 +4,362	+2%	+$109K	0.43%	66
2021 Q4	$5.09M	Buy	189,972 +8,607	+5%	+$230K	0.4%	64
2021 Q3	$4.63M	Buy	181,365 +10,383	+6%	+$271K	0.4%	68
2021 Q2	$4.46M	Buy	170,982 +9,978	+6%	+$258K	0.38%	73
2021 Q1	$4.16M	Buy	161,004 +14,106	+10%	+$342K	0.36%	75
2020 Q4	$3.34M	Buy	146,898 +7,020	+5%	+$146K	0.32%	82
2020 Q3	$2.59M	Buy	+139,878	New	+$2.59M	0.28%	83

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

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

YHB Investment Advisors's SCHM Position: Q2 2026 in Review

YHB Investment Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 4% in Q2 2026, buying an estimated $34.3K and bringing the position to 25,901 shares worth $955K. The position accounts for 0.06% of the portfolio, ranked #180.

YHB Investment Advisors first reported a position in SCHM in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.09M in Q4 2021. 400 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

YHB Investment Advisors held 25,901 shares of Schwab US Mid-Cap ETF worth $955K as of Q2 2026.
YHB Investment Advisors bought 996 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $34.3K.
Schwab US Mid-Cap ETF made up 0.06% of YHB Investment Advisors's portfolio in Q2 2026, its #180 holding.
YHB Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
YHB Investment Advisors's Schwab US Mid-Cap ETF position peaked at $5.09M in Q4 2021.
400 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.