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

Belpointe 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	$1.18M	Buy	31,896 +1,130	+4%	+$38.9K	0.04%	441
2026 Q1	$953K	Sell	30,766 -1,603	-5%	-$51K	0.03%	470
2025 Q4	$973K	Sell	32,369 -13,498	-29%	-$402K	0.04%	446
2025 Q3	$1.36M	Buy	45,867 +21,177	+86%	+$616K	0.05%	321
2025 Q2	$693K	Buy	+24,690	New	+$651K	0.03%	466
2025 Q1	–	Sell	-5,696	Closed	-$465K	–	1020
2024 Q4	$465K	Buy	+5,696	New	+$162K	0.03%	528
2023 Q3	–	Sell	-58,728	Closed	-$1.39M	–	709
2023 Q2	$1.39M	Buy	58,728 +44,169	+303%	+$995K	0.15%	142
2023 Q1	$329K	Sell	14,559 -600	-4%	-$13.8K	0.02%	708
2022 Q4	$331K	Sell	15,159 -51,345	-77%	-$1.13M	0.02%	691
2022 Q3	$1.34M	Sell	66,504 -24,435	-27%	-$545K	0.09%	236
2022 Q2	$1.9M	Sell	90,939 -4,779	-5%	-$110K	0.13%	170
2022 Q1	$2.42M	Sell	95,718 -13,698	-13%	-$343K	0.15%	143
2021 Q4	$2.93M	Sell	109,416 -14,340	-12%	-$382K	0.18%	115
2021 Q3	$3.16M	Buy	123,756 +38,070	+44%	+$995K	0.22%	96
2021 Q2	$2.23M	Sell	85,686 -15,192	-15%	-$392K	0.16%	134
2021 Q1	$2.5M	Buy	100,878 +11,562	+13%	+$280K	0.21%	95
2020 Q4	$2.03M	Buy	89,316 +2,124	+2%	+$44.3K	0.18%	120
2020 Q3	$1.61M	Buy	87,192 +17,139	+24%	+$318K	0.18%	118
2020 Q2	$1.23M	Buy	70,053 +15,285	+28%	+$249K	0.16%	133
2020 Q1	$770K	Sell	54,768 -23,655	-30%	-$433K	0.13%	177
2019 Q4	$1.57M	Buy	78,423 +45	+0.1%	+$871	0.2%	117
2019 Q3	$1.48M	Buy	78,378 +6,246	+9%	+$118K	0.24%	103
2019 Q2	$1.37M	Buy	+72,132	New	+$1.35M	0.27%	83
2019 Q1	–	Sell	-75,135	Closed	-$1.2M	–	542
2018 Q4	$1.2M	Buy	75,135 +12,750	+20%	+$223K	0.3%	69
2018 Q3	$1.2M	Buy	62,385 +14,097	+29%	+$269K	0.19%	102
2018 Q2	$884K	Buy	48,288 +7,173	+17%	+$130K	0.25%	73
2018 Q1	$725K	Buy	41,115 +405	+1%	+$7.28K	0.21%	90
2017 Q4	$723K	Buy	40,710 +3,366	+9%	+$58.1K	0.16%	140
2017 Q3	$624K	Buy	+37,344	New	+$607K	0.15%	148

Other funds holding SCHM

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

Belpointe Asset Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.7% in Q2 2026, buying an estimated $38.9K and bringing the position to 31,896 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #441.

Belpointe Asset Management first reported a position in SCHM in Q3 2017 and has held it in 29 quarters since. The position peaked at $3.16M in Q3 2021. 551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Belpointe Asset Management held 31,896 shares of Schwab US Mid-Cap ETF worth $1.18M as of Q2 2026.
Belpointe Asset Management bought 1,130 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $38.9K.
Schwab US Mid-Cap ETF made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #441 holding.
Belpointe Asset Management first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and has held it in 29 quarters since.
Belpointe Asset Management's Schwab US Mid-Cap ETF position peaked at $3.16M in Q3 2021.
551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.