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

Balance 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	$439K	Sell	11,904 -1,130	-9%	-$38.9K	0.12%	101
2026 Q1	$404K	Sell	13,034 -168	-1%	-$5.35K	0.13%	104
2025 Q4	$397K	Sell	13,202 -466	-3%	-$13.9K	0.13%	102
2025 Q3	$405K	Buy	13,668 +3,471	+34%	+$101K	0.1%	102
2025 Q2	$286K	Buy	+10,197	New	+$269K	0.17%	90

Other funds holding SCHM

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Balance Wealth's SCHM Position: Q2 2026 in Review

Balance Wealth reduced its Schwab US Mid-Cap ETF (SCHM) stake by 8.7% in Q2 2026, selling an estimated $38.9K and leaving 11,904 shares worth $439K. The position accounts for 0.12% of the portfolio, ranked #101.

Balance Wealth first reported a position in SCHM in Q2 2025 and has held it in 5 quarters since. 400 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Balance Wealth held 11,904 shares of Schwab US Mid-Cap ETF worth $439K as of Q2 2026.
Balance Wealth sold 1,130 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $38.9K.
Schwab US Mid-Cap ETF made up 0.12% of Balance Wealth's portfolio in Q2 2026, its #101 holding.
Balance Wealth first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
400 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.