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Code Waechter’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Code Waechter’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 		$5M Sell
135,742
-1,015
-0.7% -$34.9K 2.59% 10
2026
Q1 		$4.23M Sell
136,757
-5,321
-4% -$169K 2.52% 11
2025
Q4 		$4.27M Sell
142,078
-3,303
-2% -$98.5K 2.74% 10
2025
Q3 		$4.32M Sell
145,381
-3,322
-2% -$96.7K 2.82% 9
2025
Q2 		$4.17M Sell
148,703
-10,394
-7% -$274K 2.97% 9
2025
Q1 		$4.17M Buy
159,097
+14,808
+10% +$412K 3.43% 9
2024
Q4 		$4M Buy
144,289
+196
+0.1% +$5.58K 3.49% 9
2024
Q3 		$3.99M Buy
+144,093
New +$3.83M 3.8% 7

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
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

Code Waechter's SCHM Position: Q2 2026 in Review

Code Waechter reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.74% in Q2 2026, selling an estimated $34.9K and leaving 135,742 shares worth $5M. The position accounts for 2.59% of the portfolio, ranked #10.

Code Waechter first reported a position in SCHM in Q3 2024 and has held it in 8 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Code Waechter held 135,742 shares of Schwab US Mid-Cap ETF worth $5M as of Q2 2026.
  • Code Waechter sold 1,015 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $34.9K.
  • Schwab US Mid-Cap ETF made up 2.59% of Code Waechter's portfolio in Q2 2026, its #10 holding.
  • Code Waechter first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.