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

Destination 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	$6.52M	Sell	176,884 -4,032	-2%	-$139K	0.15%	96
2026 Q1	$5.6M	Sell	180,916 -23,756	-12%	-$756K	0.15%	99
2025 Q4	$6.15M	Buy	204,672 +112,526	+122%	+$3.35M	0.16%	90
2025 Q3	$2.73M	Buy	92,146 +3,453	+4%	+$101K	0.08%	109
2025 Q2	$2.49M	Buy	88,693 +16,885	+24%	+$445K	0.07%	113
2025 Q1	$1.88M	Sell	71,808 -8,403	-10%	-$234K	0.06%	115
2024 Q4	$2.22M	Sell	80,211 -777	-1%	-$22.1K	0.07%	108
2024 Q3	$2.24M	Sell	80,988 -561	-0.7%	-$14.9K	0.07%	107
2024 Q2	$2.12M	Sell	81,549 -2,940	-3%	-$76.9K	0.07%	102
2024 Q1	$2.29M	Sell	84,489 -42,390	-33%	-$1.08M	0.08%	103
2023 Q4	$3.19M	Buy	126,879 +74,190	+141%	+$1.7M	0.11%	101
2023 Q3	$1.19M	Sell	52,689 -6,864	-12%	-$163K	0.05%	113
2023 Q2	$1.41M	Sell	59,553 -20,064	-25%	-$452K	0.05%	111
2023 Q1	$1.8M	Sell	79,617 -23,391	-23%	-$539K	0.07%	109
2022 Q4	$2.25M	Buy	103,008 +43,731	+74%	+$958K	0.09%	101
2022 Q3	$1.2M	Sell	59,277 -37,173	-39%	-$829K	0.05%	114
2022 Q2	$2.02M	Buy	96,450 +36,267	+60%	+$837K	0.08%	109
2022 Q1	$1.52M	Sell	60,183 -3,225	-5%	-$80.8K	0.06%	108
2021 Q4	$1.7M	Sell	63,408 -1,764	-3%	-$47K	0.06%	108
2021 Q3	$1.67M	Buy	65,172 +1,980	+3%	+$51.7K	0.06%	103
2021 Q2	$1.65M	Sell	63,192 -375	-0.6%	-$9.69K	0.06%	104
2021 Q1	$1.58M	Sell	63,567 -1,533	-2%	-$37.2K	0.07%	103
2020 Q4	$1.48M	Buy	65,100 +48,585	+294%	+$1.01M	0.06%	97
2020 Q3	$305K	Buy	16,515 +1,596	+11%	+$29.6K	0.02%	126
2020 Q2	$262K	Sell	14,919 -696	-4%	-$11.3K	0.01%	130
2020 Q1	$219K	Sell	15,615 -3,807	-20%	-$69.7K	0.01%	155
2019 Q4	$389K	Buy	19,422 +1,659	+9%	+$32.1K	0.02%	124
2019 Q3	$335K	Sell	17,763 -354	-2%	-$6.69K	0.02%	120
2019 Q2	$345K	Sell	18,117 -732	-4%	-$13.7K	0.02%	116
2019 Q1	$348K	Buy	18,849 +540	+3%	+$9.65K	0.02%	124
2018 Q4	$292K	Buy	18,309 +1,875	+11%	+$32.8K	0.02%	125
2018 Q3	$317K	Sell	16,434 -1,824	-10%	-$34.8K	0.02%	130
2018 Q2	$334K	Sell	18,258 -915	-5%	-$16.5K	0.02%	121
2018 Q1	$338K	Sell	19,173 -324	-2%	-$5.82K	0.02%	125
2017 Q4	$346K	Sell	19,497 -24	-0.1%	-$414	0.02%	127
2017 Q3	$326K	Sell	19,521 -99	-0.5%	-$1.61K	0.02%	130
2017 Q2	$315K	Sell	19,620 -1,095	-5%	-$17.4K	0.02%	131
2017 Q1	$327K	Buy	20,715 +21	+0.1%	+$327	0.02%	127
2016 Q4	$311K	Sell	20,694 -306	-1%	-$4.48K	0.02%	130
2016 Q3	$305K	Buy	21,000 +69	+0.3%	+$998	0.02%	133
2016 Q2	$293K	Buy	+20,931	New	+$288K	0.02%	123

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 $103B AUM 28.65% 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

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

Destination Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.2% in Q2 2026, selling an estimated $139K and leaving 176,884 shares worth $6.52M. The position accounts for 0.15% of the portfolio, ranked #96.

Destination Wealth Management first reported a position in SCHM in Q2 2016 and has held it in 41 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Destination Wealth Management held 176,884 shares of Schwab US Mid-Cap ETF worth $6.52M as of Q2 2026.
Destination Wealth Management sold 4,032 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $139K.
Schwab US Mid-Cap ETF made up 0.15% of Destination Wealth Management's portfolio in Q2 2026, its #96 holding.
Destination Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2016 and has held it in 41 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.