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Acumen Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Acumen Wealth 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 		$28.3K Sell
766
-1,532
-67% -$52.7K 0.01% 205
2026
Q1 		$71.2K Hold
2,298
– – 0.02% 138
2025
Q4 		$69.1K Buy
+2,298
New +$68.5K 0.02% 122

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

Acumen Wealth Advisors's SCHM Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 67% in Q2 2026, selling an estimated $52.7K and leaving 766 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #205.

Acumen Wealth Advisors first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $71.2K in Q1 2026. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Acumen Wealth Advisors held 766 shares of Schwab US Mid-Cap ETF worth $28.3K as of Q2 2026.
  • Acumen Wealth Advisors sold 1,532 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $52.7K.
  • Schwab US Mid-Cap ETF made up 0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #205 holding.
  • Acumen Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $71.2K in Q1 2026.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.