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Capital Group Private Client Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Capital Group Private Client Services’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 		$236K Buy
+6,404
New +$220K ﹤0.01% 250

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MGIA
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
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HighTower Advisors
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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

Capital Group Private Client Services's SCHM Position: Q2 2026 in Review

Capital Group Private Client Services opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 6,404 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #250 among its holdings.

1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Capital Group Private Client Services held 6,404 shares of Schwab US Mid-Cap ETF worth $236K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Capital Group Private Client Services position in Q2 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Capital Group Private Client Services's portfolio in Q2 2026, its #250 holding.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.