Atlantic Edge Private Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Atlantic Edge Private 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	$14.5K	Hold	393	–	–	﹤0.01%	381
2026 Q1	$12.2K	Hold	393	–	–	﹤0.01%	366
2025 Q4	$11.8K	Hold	393	–	–	﹤0.01%	360
2025 Q3	$11.6K	Hold	393	–	–	﹤0.01%	355
2025 Q2	$11K	Hold	393	–	–	﹤0.01%	355
2025 Q1	$10.3K	Hold	393	–	–	﹤0.01%	342
2024 Q4	$10.9K	Hold	393	–	–	﹤0.01%	332
2024 Q3	$10.9K	Hold	393	–	–	﹤0.01%	331
2024 Q2	$10.2K	Hold	393	–	–	﹤0.01%	314
2024 Q1	$10.7K	Hold	393	–	–	﹤0.01%	308
2023 Q4	$9.87K	Buy	+393	New	+$9K	﹤0.01%	296

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

Atlantic Edge Private Wealth Management's SCHM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 393 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Atlantic Edge Private Wealth Management first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Atlantic Edge Private Wealth Management held 393 shares of Schwab US Mid-Cap ETF worth $14.5K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #381 holding.
Atlantic Edge Private Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.