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

AE 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 		$953K Buy
25,858
+3,484
+16% +$120K ﹤0.01% 933
2026
Q1 		$693K Buy
22,374
+1,074
+5% +$34.2K ﹤0.01% 967
2025
Q4 		$640K Buy
21,300
+2,676
+14% +$79.8K ﹤0.01% 955
2025
Q3 		$552K Buy
18,624
+2,341
+14% +$68.1K ﹤0.01% 935
2025
Q2 		$457K Buy
16,283
+8,401
+107% +$222K ﹤0.01% 955
2025
Q1 		$206K Buy
7,882
+1,234
+19% +$34.4K ﹤0.01% 1267
2024
Q4 		$184K Buy
+6,648
New +$189K ﹤0.01% 1295
2024
Q2 		– Sell
-8,259
Closed -$224K – 1271
2024
Q1 		$224K Sell
8,259
-35,532
-81% -$906K ﹤0.01% 1057
2023
Q4 		$1.09M Buy
43,791
+9,261
+27% +$212K 0.01% 1122
2023
Q3 		$779K Buy
34,530
+12,204
+55% +$289K ﹤0.01% 1197
2023
Q2 		$529K Buy
22,326
+1,719
+8% +$38.7K ﹤0.01% 1366
2023
Q1 		$466K Sell
20,607
-1,434
-7% -$33K ﹤0.01% 1377
2022
Q4 		$482K Buy
22,041
+3,747
+20% +$82.1K ﹤0.01% 1333
2022
Q3 		$369K Buy
18,294
+5,952
+48% +$133K ﹤0.01% 1391
2022
Q2 		$258K Sell
12,342
-100,422
-89% -$2.32M ﹤0.01% 1504
2022
Q1 		$2.85M Buy
112,764
+98,412
+686% +$2.47M 0.02% 604
2021
Q4 		$385K Buy
+14,352
New +$383K ﹤0.01% 1357
2020
Q3 		– Sell
-11,874
Closed -$208K – 1366
2020
Q2 		$208K Buy
+11,874
New +$194K ﹤0.01% 1141
2020
Q1 		– Sell
-11,658
Closed -$234K – 1261
2019
Q4 		$234K Buy
11,658
+411
+4% +$7.96K 0.01% 1008
2019
Q3 		$212K Sell
11,247
-6,804
-38% -$129K 0.01% 904
2019
Q2 		$344K Sell
18,051
-24,423
-58% -$457K 0.01% 702
2019
Q1 		$784K Buy
+42,474
New +$759K 0.05% 248

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 $104B AUM 28.3% 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

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

AE Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 16% in Q2 2026, buying an estimated $120K and bringing the position to 25,858 shares worth $953K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

AE Wealth Management first reported a position in SCHM in Q1 2019 and has held it in 22 quarters since. The position peaked at $2.85M in Q1 2022. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • AE Wealth Management held 25,858 shares of Schwab US Mid-Cap ETF worth $953K as of Q2 2026.
  • AE Wealth Management bought 3,484 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $120K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #933 holding.
  • AE Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 22 quarters since.
  • AE Wealth Management's Schwab US Mid-Cap ETF position peaked at $2.85M in Q1 2022.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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