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

Basepoint 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 		$35.1K Hold
951
– – 0.02% 253
2026
Q1 		$29.4K Sell
951
-987
-51% -$31.4K 0.02% 275
2025
Q4 		$58.3K Buy
+1,938
New +$57.8K 0.04% 194

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 $104B AUM 28.3% 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

Basepoint Wealth's SCHM Position: Q2 2026 in Review

Basepoint Wealth held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 951 shares worth $35.1K. The position accounts for 0.02% of the portfolio, ranked #253.

Basepoint Wealth first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $58.3K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Basepoint Wealth held 951 shares of Schwab US Mid-Cap ETF worth $35.1K as of Q2 2026.
  • Basepoint Wealth left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.02% of Basepoint Wealth's portfolio in Q2 2026, its #253 holding.
  • Basepoint Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's Schwab US Mid-Cap ETF position peaked at $58.3K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.