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

Cornerstone 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 		$1.33M Buy
36,114
+331
+0.9% +$11.4K 0.06% 287
2026
Q1 		$1.11M Sell
35,783
-462
-1% -$14.7K 0.06% 297
2025
Q4 		$1.09M Sell
36,245
-194
-0.5% -$5.78K 0.06% 279
2025
Q3 		$1.08M Buy
36,439
+1,432
+4% +$41.7K 0.06% 267
2025
Q2 		$982K Sell
35,007
-125
-0.4% -$3.3K 0.06% 262
2025
Q1 		$920K Buy
35,132
+867
+3% +$24.1K 0.06% 259
2024
Q4 		$950K Buy
34,265
+1,241
+4% +$35.4K 0.06% 240
2024
Q3 		$915K Sell
33,024
-474
-1% -$12.6K 0.06% 232
2024
Q2 		$869K Buy
33,498
+390
+1% +$10.2K 0.07% 228
2024
Q1 		$899K Buy
33,108
+279
+0.8% +$7.12K 0.07% 219
2023
Q4 		$824K Buy
32,829
+6
+0% +$137 0.07% 228
2023
Q3 		$740K Sell
32,823
-102
-0.3% -$2.42K 0.07% 236
2023
Q2 		$780K Sell
32,925
-195
-0.6% -$4.39K 0.07% 223
2023
Q1 		$749K Buy
+33,120
New +$763K 0.07% 218
2022
Q3 		$690K Sell
34,200
-987
-3% -$22K 0.08% 206
2022
Q2 		$736K Buy
35,187
+240
+0.7% +$5.54K 0.08% 198
2022
Q1 		$884K Sell
34,947
-687
-2% -$17.2K 0.09% 195
2021
Q4 		$951K Sell
35,634
-897
-2% -$23.9K 0.09% 188
2021
Q3 		$933K Sell
36,531
-1,230
-3% -$32.1K 0.1% 189
2021
Q2 		$985K Buy
37,761
+2,238
+6% +$57.8K 0.1% 187
2021
Q1 		$881K Sell
35,523
-504
-1% -$12.2K 0.1% 185
2020
Q4 		$819K Sell
36,027
-741
-2% -$15.5K 0.1% 177
2020
Q3 		$680K Buy
36,768
+597
+2% +$11.1K 0.1% 183
2020
Q2 		$634K Buy
36,171
+1,662
+5% +$27.1K 0.1% 184
2020
Q1 		$485K Sell
34,509
-624
-2% -$11.4K 0.09% 202
2019
Q4 		$704K Buy
35,133
+3,060
+10% +$59.2K 0.11% 169
2019
Q3 		$604K Buy
32,073
+1,707
+6% +$32.3K 0.11% 182
2019
Q2 		$580K Sell
30,366
-108
-0.4% -$2.02K 0.1% 191
2019
Q1 		$2.37M Buy
30,474
+1,110
+4% +$19.8K 0.29% 91
2018
Q4 		$465K Sell
29,364
-808,302
-96% -$14.1M 0.1% 205
2018
Q3 		$5.52M Sell
837,666
-579,855
-41% -$11M 0.07% 267
2018
Q2 		$8.6M Buy
1,417,521
+1,394,874
+6,159% +$25.2M 0.1% 222
2018
Q1 		$388K Buy
22,647
+2,061
+10% +$37K 0.07% 259
2017
Q4 		$373K Buy
20,586
+4,020
+24% +$69.4K 0.07% 268
2017
Q3 		$284K Buy
16,566
+2,799
+20% +$45.5K 0.06% 296
2017
Q2 		$218K Buy
+13,767
New +$219K 0.05% 335

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
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
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

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

Cornerstone Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.93% in Q2 2026, buying an estimated $11.4K and bringing the position to 36,114 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #287.

Cornerstone Wealth Management first reported a position in SCHM in Q2 2017 and has held it in 36 quarters since. The position peaked at $8.6M in Q2 2018. 400 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Cornerstone Wealth Management held 36,114 shares of Schwab US Mid-Cap ETF worth $1.33M as of Q2 2026.
  • Cornerstone Wealth Management bought 331 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $11.4K.
  • Schwab US Mid-Cap ETF made up 0.06% of Cornerstone Wealth Management's portfolio in Q2 2026, its #287 holding.
  • Cornerstone Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and has held it in 36 quarters since.
  • Cornerstone Wealth Management's Schwab US Mid-Cap ETF position peaked at $8.6M in Q2 2018.
  • 400 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.