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Alliance Private Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Alliance Private Wealth’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 		$2.27M Sell
61,493
-320
-0.5% -$11K 0.79% 31
2026
Q1 		$1.91M Hold
61,813
– – 0.69% 35
2025
Q4 		$1.97M Buy
+61,813
New +$1.84M 0.69% 34

Other funds holding SCHM

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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

Alliance Private Wealth's SCHM Position: Q2 2026 in Review

Alliance Private Wealth reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.52% in Q2 2026, selling an estimated $11K and leaving 61,493 shares worth $2.27M. The position accounts for 0.79% of the portfolio, ranked #31.

Alliance Private Wealth first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Alliance Private Wealth held 61,493 shares of Schwab US Mid-Cap ETF worth $2.27M as of Q2 2026.
  • Alliance Private Wealth sold 320 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $11K.
  • Schwab US Mid-Cap ETF made up 0.79% of Alliance Private Wealth's portfolio in Q2 2026, its #31 holding.
  • Alliance Private Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Alliance Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.