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

Bullock 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 		$302K Sell
8,302
-330
-4% -$11.4K 0.13% 141
2026
Q1 		$270K Buy
8,632
+320
+4% +$10.2K 0.14% 138
2025
Q4 		$250K Buy
8,312
+42
+0.5% +$1.25K 0.12% 148
2025
Q3 		$246K Buy
8,270
+25
+0.3% +$728 0.12% 141
2025
Q2 		$233K Sell
8,245
-502
-6% -$13.2K 0.12% 133
2025
Q1 		$230K Buy
8,747
+20
+0.2% +$557 0.13% 134
2024
Q4 		$242K Buy
8,727
+9
+0.1% +$256 0.14% 127
2024
Q3 		$240K Sell
8,718
-531
-6% -$14.1K 0.14% 124
2024
Q2 		$238K Buy
9,249
+27
+0.3% +$706 0.16% 120
2024
Q1 		$249K Buy
+9,222
New +$235K 0.17% 119

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Bullock Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.8% in Q2 2026, selling an estimated $11.4K and leaving 8,302 shares worth $302K. The position accounts for 0.13% of the portfolio, ranked #141.

Bullock Wealth Management first reported a position in SCHM in Q1 2024 and has held it in 10 quarters since. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Bullock Wealth Management held 8,302 shares of Schwab US Mid-Cap ETF worth $302K as of Q2 2026.
  • Bullock Wealth Management sold 330 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $11.4K.
  • Schwab US Mid-Cap ETF made up 0.13% of Bullock Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Bullock Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.