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Beacon Bridge Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Beacon Bridge Wealth Partners’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
Q1 		$3.91M Buy
126,438
+827
+0.7% +$26.3K 1.31% 26
2025
Q4 		$3.78M Buy
125,611
+1,936
+2% +$57.7K 1.25% 27
2025
Q3 		$3.67M Buy
123,675
+2,364
+2% +$68.8K 1.3% 23
2025
Q2 		$3.4M Buy
121,311
+2,531
+2% +$66.8K 1.35% 23
2025
Q1 		$3.11M Buy
118,780
+8,543
+8% +$238K 1.33% 23
2024
Q4 		$3.05M Sell
110,237
-376
-0.3% -$10.7K 1.3% 23
2024
Q3 		$3.06M Buy
110,613
+3,807
+4% +$101K 1.32% 26
2024
Q2 		$2.77M Sell
106,806
-11,931
-10% -$312K 1.27% 25
2024
Q1 		$3.22M Sell
118,737
-43,416
-27% -$1.11M 1.52% 23
2023
Q4 		$4.07M Sell
162,153
-717
-0.4% -$16.4K 2.03% 15
2023
Q3 		$3.67M Buy
162,870
+17,754
+12% +$421K 1.94% 17
2023
Q2 		$3.44M Sell
145,116
-80,955
-36% -$1.82M 1.76% 15
2023
Q1 		$5.11M Sell
226,071
-44,127
-16% -$1.02M 3.07% 12
2022
Q4 		$5.91M Buy
+270,198
New +$5.92M 4.3% 8

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Beacon Bridge Wealth Partners's SCHM Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.66% in Q1 2026, buying an estimated $26.3K and bringing the position to 126,438 shares worth $3.91M. The position accounts for 1.31% of the portfolio, ranked #26.

Beacon Bridge Wealth Partners first reported a position in SCHM in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.91M in Q4 2022. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Beacon Bridge Wealth Partners held 126,438 shares of Schwab US Mid-Cap ETF worth $3.91M as of Q1 2026.
  • Beacon Bridge Wealth Partners bought 827 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $26.3K.
  • Schwab US Mid-Cap ETF made up 1.31% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #26 holding.
  • Beacon Bridge Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Beacon Bridge Wealth Partners's Schwab US Mid-Cap ETF position peaked at $5.91M in Q4 2022.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.