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

Zhang 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 		$3.65M Buy
98,902
+55
+0.1% +$1.89K 0.11% 101
2026
Q1 		$3.06M Buy
98,847
+2,921
+3% +$93K 0.11% 93
2025
Q4 		$2.88M Buy
95,926
+901
+0.9% +$26.9K 0.11% 94
2025
Q3 		$2.82M Buy
95,025
+102
+0.1% +$2.97K 0.11% 94
2025
Q2 		$2.66M Sell
94,923
-20,243
-18% -$534K 0.12% 93
2025
Q1 		$3.02M Sell
115,166
-429
-0.4% -$11.9K 0.16% 79
2024
Q4 		$3.2M Buy
115,595
+7,238
+7% +$206K 0.18% 66
2024
Q3 		$3M Buy
108,357
+17,247
+19% +$459K 0.19% 65
2024
Q2 		$2.36M Buy
91,110
+15,216
+20% +$398K 0.17% 77
2024
Q1 		$2.06M Buy
75,894
+480
+0.6% +$12.2K 0.15% 84
2023
Q4 		$1.89M Buy
75,414
+2,058
+3% +$47.2K 0.16% 76
2023
Q3 		$1.66M Sell
73,356
-4,770
-6% -$113K 0.17% 76
2023
Q2 		$1.86M Sell
78,126
-18
-0% -$406 0.19% 67
2023
Q1 		$1.77M Buy
78,144
+5,394
+7% +$124K 0.2% 67
2022
Q4 		$1.59M Buy
72,750
+40,383
+125% +$885K 0.2% 66
2022
Q3 		$653K Buy
32,367
+6,432
+25% +$143K 0.1% 111
2022
Q2 		$542K Sell
25,935
-5,580
-18% -$129K 0.09% 124
2022
Q1 		$797K Buy
+31,515
New +$790K 0.13% 96

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

Zhang Financial's SCHM Position: Q2 2026 in Review

Zhang Financial increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.06% in Q2 2026, buying an estimated $1.89K and bringing the position to 98,902 shares worth $3.65M. The position accounts for 0.11% of the portfolio, ranked #101.

Zhang Financial first reported a position in SCHM in Q1 2022 and has held it in 18 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Zhang Financial held 98,902 shares of Schwab US Mid-Cap ETF worth $3.65M as of Q2 2026.
  • Zhang Financial bought 55 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.89K.
  • Schwab US Mid-Cap ETF made up 0.11% of Zhang Financial's portfolio in Q2 2026, its #101 holding.
  • Zhang Financial first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.