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Coastline Complete Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Coastline Complete Wealth’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
Q1 		$1.43M Sell
46,338
-425
-0.9% -$13.5K 0.89% 27
2025
Q4 		$1.41M Buy
+46,763
New +$1.39M 0.89% 24

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
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Coastline Complete Wealth's SCHM Position: Q1 2026 in Review

Coastline Complete Wealth reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.91% in Q1 2026, selling an estimated $13.5K and leaving 46,338 shares worth $1.43M. The position accounts for 0.89% of the portfolio, ranked #27.

Coastline Complete Wealth first reported a position in SCHM in Q4 2025 and has held it in 2 quarters since. 1,017 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Coastline Complete Wealth held 46,338 shares of Schwab US Mid-Cap ETF worth $1.43M as of Q1 2026.
  • Coastline Complete Wealth sold 425 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $13.5K.
  • Schwab US Mid-Cap ETF made up 0.89% of Coastline Complete Wealth's portfolio in Q1 2026, its #27 holding.
  • Coastline Complete Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.