CWMG
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Compass Wealth Management (Georgia)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Compass Wealth Management (Georgia)’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 		$212K Buy
+5,755
New +$198K 0.08% 73

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FFA
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SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
SFG
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HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Compass Wealth Management (Georgia)'s SCHM Position: Q2 2026 in Review

Compass Wealth Management (Georgia) opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 5,755 shares worth $212K. The stake represents 0.08% of the portfolio and ranks #73 among its holdings.

400 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Compass Wealth Management (Georgia) held 5,755 shares of Schwab US Mid-Cap ETF worth $212K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Compass Wealth Management (Georgia) position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.08% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #73 holding.
  • 400 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.