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

BIP Wealth’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 		$247K Sell
7,992
-1,061
-12% -$33.8K 0.01% 410
2025
Q4 		$272K Buy
9,053
+24
+0.3% +$715 0.01% 383
2025
Q3 		$268K Sell
9,029
-5,652
-38% -$165K 0.01% 252
2025
Q2 		$412K Sell
14,681
-532
-3% -$14K 0.03% 168
2025
Q1 		$399K Buy
15,213
+186
+1% +$5.18K 0.03% 174
2024
Q4 		$416K Sell
15,027
-2,673
-15% -$76.2K 0.03% 167
2024
Q3 		$490K Buy
17,700
+6,354
+56% +$169K 0.03% 140
2024
Q2 		$294K Sell
11,346
-768
-6% -$20.1K 0.02% 152
2024
Q1 		$329K Buy
12,114
+6
+0% +$153 0.02% 151
2023
Q4 		$304K Sell
12,108
-75
-0.6% -$1.72K 0.02% 152
2023
Q3 		$275K Buy
12,183
+1,548
+15% +$36.7K 0.03% 147
2023
Q2 		$252K Sell
10,635
-2,532
-19% -$57.1K 0.02% 154
2023
Q1 		$298K Buy
+13,167
New +$303K 0.03% 148

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

BIP Wealth's SCHM Position: Q1 2026 in Review

BIP Wealth reduced its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q1 2026, selling an estimated $33.8K and leaving 7,992 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #410.

BIP Wealth first reported a position in SCHM in Q1 2023 and has held it in 13 quarters since. The position peaked at $490K in Q3 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • BIP Wealth held 7,992 shares of Schwab US Mid-Cap ETF worth $247K as of Q1 2026.
  • BIP Wealth sold 1,061 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $33.8K.
  • Schwab US Mid-Cap ETF made up 0.01% of BIP Wealth's portfolio in Q1 2026, its #410 holding.
  • BIP Wealth first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's Schwab US Mid-Cap ETF position peaked at $490K in Q3 2024.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.