Bellevue Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bellevue Asset Management’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	$7.52K	Hold	204	–	–	﹤0.01%	319
2026 Q1	$6.32K	Hold	204	–	–	﹤0.01%	308
2025 Q4	$6.13K	Hold	204	–	–	﹤0.01%	323
2025 Q3	$6.05K	Hold	204	–	–	﹤0.01%	329
2025 Q2	$5.72K	Hold	204	–	–	﹤0.01%	328
2025 Q1	$5.34K	Hold	204	–	–	﹤0.01%	321
2024 Q4	$5.65K	Hold	204	–	–	﹤0.01%	331
2024 Q3	$5.65K	Hold	204	–	–	﹤0.01%	310
2024 Q2	$5.29K	Hold	204	–	–	﹤0.01%	312
2024 Q1	$5.54K	Hold	204	–	–	﹤0.01%	303
2023 Q4	$5.12K	Hold	204	–	–	﹤0.01%	302
2023 Q3	$4.6K	Hold	204	–	–	﹤0.01%	301
2023 Q2	$4.83K	Hold	204	–	–	﹤0.01%	310
2023 Q1	$4.61K	Hold	204	–	–	﹤0.01%	320
2022 Q4	$4.43K	Hold	204	–	–	﹤0.01%	321
2022 Q3	$4K	Hold	204	–	–	﹤0.01%	336
2022 Q2	$4K	Hold	204	–	–	﹤0.01%	341
2022 Q1	$5K	Hold	204	–	–	﹤0.01%	357
2021 Q4	$5K	Hold	204	–	–	﹤0.01%	380
2021 Q3	$5K	Hold	204	–	–	﹤0.01%	397
2021 Q2	$5K	Hold	204	–	–	﹤0.01%	393
2021 Q1	$5K	Hold	204	–	–	﹤0.01%	437
2020 Q4	$5K	Hold	204	–	–	﹤0.01%	434
2020 Q3	$4K	Sell	204 -3	-1%	-$56	﹤0.01%	447
2020 Q2	$4K	Hold	207	–	–	﹤0.01%	440
2020 Q1	$3K	Buy	+207	New	+$3.79K	﹤0.01%	469

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

Bellevue Asset Management's SCHM Position: Q2 2026 in Review

Bellevue Asset Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 204 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Bellevue Asset Management first reported a position in SCHM in Q1 2020 and has held it in 26 quarters since. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Bellevue Asset Management held 204 shares of Schwab US Mid-Cap ETF worth $7.52K as of Q2 2026.
Bellevue Asset Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #319 holding.
Bellevue Asset Management first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.