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

Bellecapital’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	$134K	Buy	+3,640	New	+$125K	0.02%	107
2022 Q2	–	Sell	-7,923	Closed	-$200K	–	216
2022 Q1	$200K	Hold	7,923	–	–	0.06%	197
2021 Q4	$212K	Hold	7,923	–	–	0.06%	185
2021 Q3	$202K	Sell	7,923 -1,677	-17%	-$43.8K	0.06%	189
2021 Q2	$250K	Buy	9,600 +603	+7%	+$15.6K	0.08%	166
2021 Q1	$223K	Buy	+8,997	New	+$218K	0.07%	175

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bellecapital's SCHM Position: Q2 2026 in Review

Bellecapital opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 3,640 shares worth $134K. The stake represents 0.02% of the portfolio and ranks #107 among its holdings. This is a return to the name: Bellecapital previously reported a position in SCHM as recently as Q1 2022.

Bellecapital first reported a position in SCHM in Q1 2021 and has held it in 6 quarters since. The position peaked at $250K in Q2 2021. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Bellecapital held 3,640 shares of Schwab US Mid-Cap ETF worth $134K as of Q2 2026.
Schwab US Mid-Cap ETF was a new Bellecapital position in Q2 2026.
Schwab US Mid-Cap ETF made up 0.02% of Bellecapital's portfolio in Q2 2026, its #107 holding.
Bellecapital first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and has held it in 6 quarters since.
Bellecapital's Schwab US Mid-Cap ETF position peaked at $250K in Q2 2021.
1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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