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

CMH 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 		$761K Buy
20,640
+525
+3% +$18.1K 0.12% 89
2026
Q1 		$623K Buy
+20,115
New +$640K 0.11% 95

Other funds holding SCHM

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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

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

CMH Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.6% in Q2 2026, buying an estimated $18.1K and bringing the position to 20,640 shares worth $761K. The position accounts for 0.12% of the portfolio, ranked #89.

CMH Wealth Management first reported a position in SCHM in Q1 2026 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • CMH Wealth Management held 20,640 shares of Schwab US Mid-Cap ETF worth $761K as of Q2 2026.
  • CMH Wealth Management bought 525 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $18.1K.
  • Schwab US Mid-Cap ETF made up 0.12% of CMH Wealth Management's portfolio in Q2 2026, its #89 holding.
  • CMH Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.