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

Ashton Thomas 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	$50.8K	Hold	1,377	–	–	﹤0.01%	1356
2026 Q1	$42.6K	Buy	+1,377	New	+$43.8K	﹤0.01%	1286
2024 Q3	–	Sell	-2,748	Closed	-$71.3K	–	1603
2024 Q2	$71.3K	Buy	+2,748	New	+$71.9K	﹤0.01%	831
2020 Q1	–	Sell	-11,616	Closed	-$233K	–	242
2019 Q4	$233K	Buy	+11,616	New	+$225K	0.08%	213

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

Ashton Thomas Private Wealth's SCHM Position: Q2 2026 in Review

Ashton Thomas Private Wealth held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 1,377 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Ashton Thomas Private Wealth first reported a position in SCHM in Q4 2019 and has held it in 4 quarters since. The position peaked at $233K in Q4 2019. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Ashton Thomas Private Wealth held 1,377 shares of Schwab US Mid-Cap ETF worth $50.8K as of Q2 2026.
Ashton Thomas Private Wealth left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1356 holding.
Ashton Thomas Private Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 4 quarters since.
Ashton Thomas Private Wealth's Schwab US Mid-Cap ETF position peaked at $233K in Q4 2019.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.