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

Balanced Wealth Group’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 		$4.93M Sell
133,848
-583
-0.4% -$20.1K 1.56% 18
2026
Q1 		$4.16M Sell
134,431
-2,456
-2% -$78.2K 1.49% 16
2025
Q4 		$4.08M Buy
136,887
+7
+0% +$209 1.49% 17
2025
Q3 		$3.87M Buy
136,880
+419
+0.3% +$12.2K 1.7% 14
2025
Q2 		$3.9M Sell
136,461
-1,351
-1% -$35.6K 1.69% 14
2025
Q1 		$3.61M Buy
137,812
+5,277
+4% +$147K 1.75% 15
2024
Q4 		$3.84M Sell
132,535
-665
-0.5% -$18.9K 1.72% 15
2024
Q3 		$3.69M Sell
133,200
-2,328
-2% -$61.9K 1.63% 16
2024
Q2 		$3.48M Buy
135,528
+375
+0.3% +$9.81K 1.58% 16
2024
Q1 		$3.6M Buy
135,153
+20,844
+18% +$532K 1.6% 17
2023
Q4 		$2.87M Buy
+114,309
New +$2.62M 1.49% 17

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

Balanced Wealth Group's SCHM Position: Q2 2026 in Review

Balanced Wealth Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.43% in Q2 2026, selling an estimated $20.1K and leaving 133,848 shares worth $4.93M. The position accounts for 1.56% of the portfolio, ranked #18.

Balanced Wealth Group 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.

  • Balanced Wealth Group held 133,848 shares of Schwab US Mid-Cap ETF worth $4.93M as of Q2 2026.
  • Balanced Wealth Group sold 583 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $20.1K.
  • Schwab US Mid-Cap ETF made up 1.56% of Balanced Wealth Group's portfolio in Q2 2026, its #18 holding.
  • Balanced Wealth Group 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 Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.