1NWS
SCHM icon

1 North Wealth Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

1 North Wealth Services’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 		$17.5K Hold
475
– – 0.01% 146
2026
Q1 		$14.7K Buy
+475
New +$15.1K 0.01% 140

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1 North Wealth Services's SCHM Position: Q2 2026 in Review

1 North Wealth Services held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 475 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #146.

1 North Wealth Services first reported a position in SCHM in Q1 2026 and has held it in 2 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • 1 North Wealth Services held 475 shares of Schwab US Mid-Cap ETF worth $17.5K as of Q2 2026.
  • 1 North Wealth Services left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #146 holding.
  • 1 North Wealth Services first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.