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

Diversified 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 		$808K Hold
21,903
– – 0.17% 70
2026
Q1 		$678K Hold
21,903
– – 0.12% 163
2025
Q4 		$659K Buy
+21,903
New +$653K 0.15% 83

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AA
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Cerity Partners
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LWMT
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Diversified Management's SCHM Position: Q2 2026 in Review

Diversified Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 21,903 shares worth $808K. The position accounts for 0.17% of the portfolio, ranked #70.

Diversified Management first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Diversified Management held 21,903 shares of Schwab US Mid-Cap ETF worth $808K as of Q2 2026.
  • Diversified Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.17% of Diversified Management's portfolio in Q2 2026, its #70 holding.
  • Diversified Management first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.