1900 Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

1900 Wealth Management’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	$1.73M	Buy	47,038 +38	+0.1%	+$1.31K	0.1%	89
2026 Q1	$1.46M	Buy	47,000 +32	+0.1%	+$1.02K	0.09%	87
2025 Q4	$1.41M	Sell	46,968 -5	-0%	-$149	0.09%	93
2025 Q3	$1.39M	Buy	46,973 +740	+2%	+$21.5K	0.09%	85
2025 Q2	$1.3M	Buy	46,233 +7	+0%	+$185	0.1%	83
2025 Q1	$1.21M	Sell	46,226 -1,857	-4%	-$51.7K	0.1%	85
2024 Q4	$1.33M	Buy	48,083 +1,163	+2%	+$33.1K	0.11%	81
2024 Q3	$1.3M	Sell	46,920 -5,373	-10%	-$143K	0.11%	79
2024 Q2	$1.36M	Sell	52,293 -2,823	-5%	-$73.9K	0.13%	80
2024 Q1	$1.5M	Sell	55,116 -2,007	-4%	-$51.2K	0.14%	85
2023 Q4	$1.43M	Buy	57,123 +2,553	+5%	+$58.5K	0.13%	109
2023 Q3	$1.23M	Sell	54,570 -93	-0.2%	-$2.2K	0.12%	120
2023 Q2	$1.29M	Sell	54,663 -4,506	-8%	-$102K	0.13%	107
2023 Q1	$1.29M	Hold	59,169	–	–	0.14%	106
2022 Q4	$1.29M	Sell	59,169 -6,033	-9%	-$132K	0.14%	107
2022 Q3	$1.32M	Sell	65,202 -732	-1%	-$16.3K	0.15%	96
2022 Q2	$1.38M	Buy	65,934 +1,410	+2%	+$32.5K	0.15%	96
2022 Q1	$1.63M	Buy	64,524 +10,362	+19%	+$260K	0.16%	94
2021 Q4	$1.45M	Sell	54,162 -558	-1%	-$14.9K	0.13%	104
2021 Q3	$1.4M	Hold	54,720	–	–	0.14%	101
2021 Q2	$1.43M	Sell	54,720 -14,004	-20%	-$362K	0.14%	98
2021 Q1	$1.71M	Sell	68,724 -3,894	-5%	-$94.5K	0.13%	79
2020 Q4	$1.65M	Buy	+72,618	New	+$1.51M	0.19%	73

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

1900 Wealth Management's SCHM Position: Q2 2026 in Review

1900 Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.08% in Q2 2026, buying an estimated $1.31K and bringing the position to 47,038 shares worth $1.73M. The position accounts for 0.1% of the portfolio, ranked #89.

1900 Wealth Management first reported a position in SCHM in Q4 2020 and has held it in 23 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

1900 Wealth Management held 47,038 shares of Schwab US Mid-Cap ETF worth $1.73M as of Q2 2026.
1900 Wealth Management bought 38 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.31K.
Schwab US Mid-Cap ETF made up 0.1% of 1900 Wealth Management's portfolio in Q2 2026, its #89 holding.
1900 Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.