Apeiron RIA’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Apeiron RIA’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	$352K	Hold	9,538	–	–	0.09%	121
2026 Q1	$295K	Hold	9,538	–	–	0.07%	167
2025 Q4	$304K	Hold	9,538	–	–	0.06%	165
2025 Q3	$281K	Hold	9,538	–	–	0.06%	173
2025 Q2	$268K	Sell	9,538 -80	-0.8%	-$2.11K	0.07%	177
2025 Q1	$252K	Hold	9,618	–	–	0.08%	176
2024 Q4	$267K	Hold	9,618	–	–	0.07%	177
2024 Q3	$266K	Hold	9,618	–	–	0.08%	171
2024 Q2	$250K	Buy	9,618 +294	+3%	+$7.69K	0.08%	181
2024 Q1	$253K	Hold	9,324	–	–	0.07%	181
2023 Q4	$234K	Hold	9,324	–	–	0.07%	181
2023 Q3	$210K	Hold	9,324	–	–	0.07%	184
2023 Q2	$221K	Buy	9,324 +96	+1%	+$2.16K	0.08%	179
2023 Q1	$209K	Hold	9,228	–	–	0.07%	185
2022 Q4	$202K	Buy	+9,228	New	+$202K	0.08%	181

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apeiron RIA's SCHM Position: Q2 2026 in Review

Apeiron RIA held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 9,538 shares worth $352K. The position accounts for 0.09% of the portfolio, ranked #121.

Apeiron RIA first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Apeiron RIA held 9,538 shares of Schwab US Mid-Cap ETF worth $352K as of Q2 2026.
Apeiron RIA left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.09% of Apeiron RIA's portfolio in Q2 2026, its #121 holding.
Apeiron RIA first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.