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

Castle 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	$608K	Hold	16,485	–	–	0.18%	80
2026 Q1	$510K	Hold	16,485	–	–	0.17%	80
2025 Q4	$496K	Hold	16,485	–	–	0.16%	80
2025 Q3	$489K	Hold	16,485	–	–	0.17%	76
2025 Q2	$462K	Sell	16,485 -240	-1%	-$6.33K	0.17%	78
2025 Q1	$438K	Sell	16,725 -35	-0.2%	-$975	0.17%	81
2024 Q4	$464K	Sell	16,760 -100	-0.6%	-$2.85K	0.18%	81
2024 Q3	$467K	Sell	16,860 -168	-1%	-$4.47K	0.19%	78
2024 Q2	$443K	Sell	17,028 -360	-2%	-$9.42K	0.21%	83
2024 Q1	$472K	Hold	17,388	–	–	0.25%	83
2023 Q4	$437K	Hold	17,388	–	–	0.26%	83
2023 Q3	$392K	Sell	17,388 -420	-2%	-$9.95K	0.28%	74
2023 Q2	$422K	Sell	17,808 -1,548	-8%	-$34.9K	0.29%	74
2023 Q1	$438K	Sell	19,356 -1,350	-7%	-$31.1K	0.34%	67
2022 Q4	$453K	Sell	20,706 -7,920	-28%	-$174K	0.28%	68
2022 Q3	$578K	Sell	28,626 -249	-0.9%	-$5.55K	0.35%	48
2022 Q2	$604K	Buy	+28,875	New	+$666K	0.35%	50

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 $104B AUM 28.3% 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

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

Castle Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 16,485 shares worth $608K. The position accounts for 0.18% of the portfolio, ranked #80.

Castle Wealth Management first reported a position in SCHM in Q2 2022 and has held it in 17 quarters since. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Castle Wealth Management held 16,485 shares of Schwab US Mid-Cap ETF worth $608K as of Q2 2026.
Castle Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.18% of Castle Wealth Management's portfolio in Q2 2026, its #80 holding.
Castle Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.