AWM
SCHM icon

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

Act 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 		$272K Buy
7,368
+3
+0% +$103 0.08% 54
2026
Q1 		$228K Buy
+7,365
New +$235K 0.08% 55

Other funds holding SCHM

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
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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Act Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.04% in Q2 2026, buying an estimated $103 and bringing the position to 7,368 shares worth $272K. The position accounts for 0.08% of the portfolio, ranked #54.

Act Wealth Management first reported a position in SCHM in Q1 2026 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Act Wealth Management held 7,368 shares of Schwab US Mid-Cap ETF worth $272K as of Q2 2026.
  • Act Wealth Management bought 3 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $103.
  • Schwab US Mid-Cap ETF made up 0.08% of Act Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Act Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.