BIM
SCHM icon

Bridges Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bridges Investment 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 		$1.05M Buy
28,496
+1,923
+7% +$66.2K 0.01% 254
2026
Q1 		$823K Buy
26,573
+1,234
+5% +$39.3K 0.01% 259
2025
Q4 		$762K Buy
25,339
+87
+0.3% +$2.59K 0.01% 261
2025
Q3 		$748K Buy
+25,252
New +$735K 0.01% 268

Other funds holding SCHM

AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Bridges Investment Management's SCHM Position: Q2 2026 in Review

Bridges Investment Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 7.2% in Q2 2026, buying an estimated $66.2K and bringing the position to 28,496 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #254.

Bridges Investment Management first reported a position in SCHM in Q3 2025 and has held it in 4 quarters since. 855 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Bridges Investment Management held 28,496 shares of Schwab US Mid-Cap ETF worth $1.05M as of Q2 2026.
  • Bridges Investment Management bought 1,923 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $66.2K.
  • Schwab US Mid-Cap ETF made up 0.01% of Bridges Investment Management's portfolio in Q2 2026, its #254 holding.
  • Bridges Investment Management first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 855 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.