AOWM
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Asset One Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Asset One 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 		$893K Buy
25,247
+3,049
+14% +$105K 0.09% 169
2026
Q1 		$747K Buy
22,198
+1,405
+7% +$44.7K 0.08% 181
2025
Q4 		$663K Buy
+20,793
New +$620K 0.09% 161

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Asset One Wealth Management's SCHM Position: Q2 2026 in Review

Asset One Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 14% in Q2 2026, buying an estimated $105K and bringing the position to 25,247 shares worth $893K. The position accounts for 0.09% of the portfolio, ranked #169.

Asset One Wealth Management first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 969 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Asset One Wealth Management held 25,247 shares of Schwab US Mid-Cap ETF worth $893K as of Q2 2026.
  • Asset One Wealth Management bought 3,049 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $105K.
  • Schwab US Mid-Cap ETF made up 0.09% of Asset One Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Asset One Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 969 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.