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

Arista 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	$923K	Hold	25,040	–	–	0.1%	112
2026 Q1	$775K	Hold	25,040	–	–	0.09%	120
2025 Q4	$753K	Hold	25,040	–	–	0.09%	112
2025 Q3	$742K	Buy	25,040 +998	+4%	+$29.1K	0.09%	116
2025 Q2	$674K	Hold	24,042	–	–	0.09%	120
2025 Q1	$630K	Hold	24,042	–	–	0.15%	32
2024 Q4	$666K	Hold	24,042	–	–	0.16%	36
2024 Q3	$666K	Hold	24,042	–	–	0.16%	32
2024 Q2	$624K	Hold	24,042	–	–	0.16%	32
2024 Q1	$653K	Buy	+24,042	New	+$613K	0.5%	24

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 $104B AUM 28.3% 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

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

Arista Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 25,040 shares worth $923K. The position accounts for 0.1% of the portfolio, ranked #112.

Arista Wealth Management first reported a position in SCHM in Q1 2024 and has held it in 10 quarters since. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Arista Wealth Management held 25,040 shares of Schwab US Mid-Cap ETF worth $923K as of Q2 2026.
Arista Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.1% of Arista Wealth Management's portfolio in Q2 2026, its #112 holding.
Arista Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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