Corient Private Wealth
SCHM icon

Corient Private Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Corient Private 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
Q2 		$30.3M Sell
821,649
-6,542
-0.8% -$225K 0.04% 332
2026
Q1 		$25.6M Sell
828,191
-911,031
-52% -$29M 0.04% 352
2025
Q4 		$52.3M Buy
1,739,222
+1,005,552
+137% +$30M 0.04% 352
2025
Q3 		$21.7M Buy
733,670
+92,293
+14% +$2.69M 0.03% 378
2025
Q2 		$18M Sell
641,377
-10,562
-2% -$279K 0.02% 406
2025
Q1 		$17.1M Sell
651,939
-11,670
-2% -$325K 0.03% 414
2024
Q4 		$18.4M Sell
663,609
-164,397
-20% -$4.68M 0.03% 409
2024
Q3 		$22.9M Buy
828,006
+266,388
+47% +$7.08M 0.04% 395
2024
Q2 		$14.6M Sell
561,618
-132,537
-19% -$3.47M 0.03% 442
2024
Q1 		$18.8M Buy
694,155
+930
+0.1% +$23.7K 0.03% 406
2023
Q4 		$17.4M Buy
693,225
+16,167
+2% +$370K 0.03% 415
2023
Q3 		$15.3M Sell
677,058
-9,408
-1% -$223K 0.04% 409
2023
Q2 		$16.3M Sell
686,466
-13,686
-2% -$308K 0.04% 384
2023
Q1 		$15.8M Buy
700,152
+315,996
+82% +$7.28M 0.04% 358
2022
Q4 		$8.4M Buy
+384,156
New +$8.42M 0.03% 397

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 $103B AUM 28.65% 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

Corient Private Wealth's SCHM Position: Q2 2026 in Review

Corient Private Wealth reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.79% in Q2 2026, selling an estimated $225K and leaving 821,649 shares worth $30.3M. The position accounts for 0.04% of the portfolio, ranked #332.

Corient Private Wealth first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. The position peaked at $52.3M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Corient Private Wealth held 821,649 shares of Schwab US Mid-Cap ETF worth $30.3M as of Q2 2026.
  • Corient Private Wealth sold 6,542 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $225K.
  • Schwab US Mid-Cap ETF made up 0.04% of Corient Private Wealth's portfolio in Q2 2026, its #332 holding.
  • Corient Private Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Schwab US Mid-Cap ETF position peaked at $52.3M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.