AWE
SCHM icon

Avidian Wealth Enterprises’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Avidian Wealth Enterprises’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 		$1.03M Buy
27,911
+5
+0% +$172 0.03% 312
2026
Q1 		$864K Buy
27,906
+371
+1% +$11.8K 0.03% 313
2025
Q4 		$828K Buy
27,535
+9
+0% +$268 0.03% 258
2025
Q3 		$816K Sell
27,526
-1,500
-5% -$43.7K 0.03% 258
2025
Q2 		$814K Sell
29,026
-67,780
-70% -$1.79M 0.03% 237
2025
Q1 		$2.54M Buy
96,806
+33,897
+54% +$944K 0.11% 106
2024
Q4 		$1.74M Buy
62,909
+5
+0% +$142 0.08% 132
2024
Q3 		$1.74M Buy
62,904
+12
+0% +$319 0.08% 134
2024
Q2 		$1.63M Buy
62,892
+50,169
+394% +$1.31M 0.07% 136
2024
Q1 		$345K Sell
12,723
-354
-3% -$9.03K 0.02% 331
2023
Q4 		$328K Sell
13,077
-4,230
-24% -$96.9K 0.02% 326
2023
Q3 		$390K Sell
17,307
-3,132
-15% -$74.2K 0.03% 286
2023
Q2 		$484K Buy
20,439
+2,895
+17% +$65.2K 0.03% 271
2023
Q1 		$397K Sell
17,544
-12,297
-41% -$283K 0.02% 334
2022
Q4 		$653K Buy
29,841
+12,195
+69% +$267K 0.04% 238
2022
Q3 		$356K Sell
17,646
-30,120
-63% -$672K 0.03% 293
2022
Q2 		$999K Buy
47,766
+2,247
+5% +$51.9K 0.07% 169
2022
Q1 		$1.15M Sell
45,519
-2,799
-6% -$70.2K 0.07% 174
2021
Q4 		$1.29M Buy
+48,318
New +$1.29M 0.08% 156

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Avidian Wealth Enterprises's SCHM Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.02% in Q2 2026, buying an estimated $172 and bringing the position to 27,911 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #312.

Avidian Wealth Enterprises first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.54M in Q1 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Avidian Wealth Enterprises held 27,911 shares of Schwab US Mid-Cap ETF worth $1.03M as of Q2 2026.
  • Avidian Wealth Enterprises bought 5 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $172.
  • Schwab US Mid-Cap ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #312 holding.
  • Avidian Wealth Enterprises first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's Schwab US Mid-Cap ETF position peaked at $2.54M in Q1 2025.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.