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

Bernard Wealth 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	$11.5M	Buy	312,545 +3,067	+1%	+$106K	4.25%	4
2026 Q1	$9.58M	Buy	309,478 +2,128	+0.7%	+$67.8K	4.09%	4
2025 Q4	$9.24M	Buy	307,350 +2,635	+0.9%	+$78.5K	3.75%	6
2025 Q3	$9.03M	Buy	304,715 +2,178	+0.7%	+$63.4K	3.77%	5
2025 Q2	$8.49M	Sell	302,537 -4,681	-2%	-$123K	3.93%	6
2025 Q1	$8.05M	Buy	307,218 +15,728	+5%	+$438K	3.93%	6
2024 Q4	$8.08M	Buy	+291,490	New	+$8.31M	3.8%	7

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

Bernard Wealth Management's SCHM Position: Q2 2026 in Review

Bernard Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.99% in Q2 2026, buying an estimated $106K and bringing the position to 312,545 shares worth $11.5M. The position accounts for 4.25% of the portfolio, ranked #4.

Bernard Wealth Management first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Bernard Wealth Management held 312,545 shares of Schwab US Mid-Cap ETF worth $11.5M as of Q2 2026.
Bernard Wealth Management bought 3,067 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $106K.
Schwab US Mid-Cap ETF made up 4.25% of Bernard Wealth Management's portfolio in Q2 2026, its #4 holding.
Bernard Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.