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

Atlantic 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	$8.12K	Hold	220	–	–	0.01%	187
2026 Q1	$6.8K	Buy	220 +1	+0.5%	+$32	﹤0.01%	200
2025 Q4	$6.59K	Buy	219 +1	+0.5%	+$30	﹤0.01%	203
2025 Q3	$6.47K	Buy	218 +1	+0.5%	+$29	﹤0.01%	188
2025 Q2	$6.09K	Buy	217 +1	+0.5%	+$26	﹤0.01%	188
2025 Q1	$5.67K	Hold	216	–	–	﹤0.01%	185
2024 Q4	$5.98K	Buy	216 +3	+1%	+$85	﹤0.01%	174
2024 Q3	$5.95K	Hold	213	–	–	﹤0.01%	160
2024 Q2	$5.54K	Hold	213	–	–	﹤0.01%	86
2024 Q1	$5.79K	Hold	213	–	–	﹤0.01%	92
2023 Q4	$5.34K	Hold	213	–	–	﹤0.01%	88
2023 Q3	$4.78K	Buy	213 +3	+1%	+$71	﹤0.01%	91
2023 Q2	$4.99K	Buy	+210	New	+$4.73K	0.01%	85

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

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

Atlantic Private Wealth held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 220 shares worth $8.12K. The position accounts for 0.01% of the portfolio, ranked #187.

Atlantic Private Wealth first reported a position in SCHM in Q2 2023 and has held it in 13 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Atlantic Private Wealth held 220 shares of Schwab US Mid-Cap ETF worth $8.12K as of Q2 2026.
Atlantic 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 Atlantic Private Wealth's portfolio in Q2 2026, its #187 holding.
Atlantic Private Wealth first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.