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

Angeles 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
Q1 		$17.3K Hold
559
– – ﹤0.01% 502
2025
Q4 		$16.8K Hold
559
– – ﹤0.01% 445
2025
Q3 		$16.6K Hold
559
– – ﹤0.01% 391
2025
Q2 		$15.7K Buy
+559
New +$14.7K ﹤0.01% 406

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MGIA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
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Wealth Enhancement Advisory Services
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Angeles Wealth Management's SCHM Position: Q1 2026 in Review

Angeles Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 559 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Angeles Wealth Management first reported a position in SCHM in Q2 2025 and has held it in 4 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Angeles Wealth Management held 559 shares of Schwab US Mid-Cap ETF worth $17.3K as of Q1 2026.
  • Angeles Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #502 holding.
  • Angeles Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.