Biltmore Family Office’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Biltmore Family Office’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	$811K	Hold	22,005	–	–	0.11%	128
2026 Q1	$681K	Hold	22,005	–	–	0.1%	137
2025 Q4	$662K	Hold	22,005	–	–	0.09%	130
2025 Q3	$652K	Hold	22,005	–	–	0.09%	124
2025 Q2	$617K	Hold	22,005	–	–	0.1%	113
2025 Q1	$577K	Hold	22,005	–	–	0.1%	123
2024 Q4	$610K	Hold	22,005	–	–	0.1%	113
2024 Q3	$609K	Buy	22,005 +18,402	+511%	+$489K	0.1%	112
2024 Q2	$93.8K	Hold	3,603	–	–	0.02%	196
2024 Q1	$97.8K	Hold	3,603	–	–	0.02%	192
2023 Q4	$90.5K	Sell	3,603 -393	-10%	-$9K	0.02%	193
2023 Q3	$90.2K	Buy	+3,996	New	+$94.7K	0.02%	190
2023 Q2	–	Sell	-18,402	Closed	-$416K	–	262
2023 Q1	$416K	Hold	18,402	–	–	0.09%	149
2022 Q4	$402K	Buy	+18,402	New	+$403K	0.08%	152

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 $103B AUM 28.65% 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

Biltmore Family Office's SCHM Position: Q2 2026 in Review

Biltmore Family Office held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 22,005 shares worth $811K. The position accounts for 0.11% of the portfolio, ranked #128.

Biltmore Family Office first reported a position in SCHM in Q4 2022 and has held it in 14 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Biltmore Family Office held 22,005 shares of Schwab US Mid-Cap ETF worth $811K as of Q2 2026.
Biltmore Family Office left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.11% of Biltmore Family Office's portfolio in Q2 2026, its #128 holding.
Biltmore Family Office first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.