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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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
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

Bernard Wealth Management's SCHM Position: Q1 2026 in Review

Bernard Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.69% in Q1 2026, buying an estimated $67.8K and bringing the position to 309,478 shares worth $9.58M. The position accounts for 4.09% of the portfolio, ranked #4.

Bernard Wealth Management first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Bernard Wealth Management held 309,478 shares of Schwab US Mid-Cap ETF worth $9.58M as of Q1 2026.
  • Bernard Wealth Management bought 2,128 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $67.8K.
  • Schwab US Mid-Cap ETF made up 4.09% of Bernard Wealth Management's portfolio in Q1 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 6 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.