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Cedar Cove Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cedar Cove Wealth Partners’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 		$230K Buy
+6,251
New +$215K 0.11% 85
2026
Q1 		– Sell
-8,623
Closed -$259K – 99
2025
Q4 		$259K Buy
+8,623
New +$257K 0.14% 83

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Cedar Cove Wealth Partners's SCHM Position: Q2 2026 in Review

Cedar Cove Wealth Partners opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 6,251 shares worth $230K. The stake represents 0.11% of the portfolio and ranks #85 among its holdings. This is a return to the name: Cedar Cove Wealth Partners previously reported a position in SCHM as recently as Q4 2025.

Cedar Cove Wealth Partners first reported a position in SCHM in Q4 2025 and has held it in 2 quarters since. The position peaked at $259K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Cedar Cove Wealth Partners held 6,251 shares of Schwab US Mid-Cap ETF worth $230K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Cedar Cove Wealth Partners position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.11% of Cedar Cove Wealth Partners's portfolio in Q2 2026, its #85 holding.
  • Cedar Cove Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Cedar Cove Wealth Partners's Schwab US Mid-Cap ETF position peaked at $259K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.