DecisionPoint Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

DecisionPoint Financial’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	$52K	Buy	1,430 +4	+0.3%	+$138	0.01%	102
2026 Q1	$44.2K	Buy	1,426 +3	+0.2%	+$96	0.01%	96
2025 Q4	$42.8K	Buy	1,423 +7	+0.5%	+$209	0.01%	98
2025 Q3	$42.2K	Buy	1,416 +6	+0.4%	+$175	0.01%	85
2025 Q2	$39.9K	Sell	1,410 -6,024	-81%	-$159K	0.01%	93
2025 Q1	$195K	Buy	7,434 +22	+0.3%	+$613	0.06%	40
2024 Q4	$205K	Buy	7,412 +29	+0.4%	+$826	0.06%	39
2024 Q3	$204K	Buy	7,383 +30	+0.4%	+$798	0.06%	39
2024 Q2	$199K	Buy	7,353 +24	+0.3%	+$628	0.07%	39
2024 Q1	$189K	Buy	7,329 +24	+0.3%	+$612	0.08%	35
2023 Q4	$183K	Buy	+7,305	New	+$167K	0.08%	33

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DecisionPoint Financial's SCHM Position: Q2 2026 in Review

DecisionPoint Financial increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.28% in Q2 2026, buying an estimated $138 and bringing the position to 1,430 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #102.

DecisionPoint Financial first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. The position peaked at $205K in Q4 2024. 1,070 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

DecisionPoint Financial held 1,430 shares of Schwab US Mid-Cap ETF worth $52K as of Q2 2026.
DecisionPoint Financial bought 4 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $138.
Schwab US Mid-Cap ETF made up 0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #102 holding.
DecisionPoint Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
DecisionPoint Financial's Schwab US Mid-Cap ETF position peaked at $205K in Q4 2024.
1,070 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.