Aspen Grove Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Aspen Grove Capital’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	$2.54M	Buy	68,918 +38	+0.1%	+$1.31K	0.37%	41
2026 Q1	$2.13M	Sell	68,880 -2,469	-3%	-$78.6K	0.41%	39
2025 Q4	$2.15M	Buy	71,349 +55	+0.1%	+$1.64K	0.37%	41
2025 Q3	$2.11M	Buy	71,294 +54	+0.1%	+$1.57K	0.36%	42
2025 Q2	$2M	Sell	71,240 -3,255	-4%	-$85.9K	0.34%	45
2025 Q1	$1.95M	Buy	74,495 +38	+0.1%	+$1.06K	0.38%	43
2024 Q4	$2.06M	Buy	74,457 +303	+0.4%	+$8.63K	0.44%	40
2024 Q3	$2.05M	Sell	74,154 -1,035	-1%	-$27.5K	0.45%	39
2024 Q2	$1.96M	Hold	75,189	–	–	0.46%	37
2024 Q1	$2.04M	Buy	75,189 +33	+0%	+$842	0.58%	33
2023 Q4	$1.89M	Sell	75,156 -885	-1%	-$20.3K	0.57%	33
2023 Q3	$1.72M	Buy	76,041 +13,113	+21%	+$311K	0.64%	34
2023 Q2	$1.49M	Buy	+62,928	New	+$1.42M	0.48%	46

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

Aspen Grove Capital's SCHM Position: Q2 2026 in Review

Aspen Grove Capital increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.06% in Q2 2026, buying an estimated $1.31K and bringing the position to 68,918 shares worth $2.54M. The position accounts for 0.37% of the portfolio, ranked #41.

Aspen Grove Capital first reported a position in SCHM in Q2 2023 and has held it in 13 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Aspen Grove Capital held 68,918 shares of Schwab US Mid-Cap ETF worth $2.54M as of Q2 2026.
Aspen Grove Capital bought 38 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.31K.
Schwab US Mid-Cap ETF made up 0.37% of Aspen Grove Capital's portfolio in Q2 2026, its #41 holding.
Aspen Grove Capital first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.