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

Diversify 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
Q1 		$5.8M Buy
173,944
+29,349
+20% +$934K 0.1% 191
2025
Q4 		$4.59M Sell
144,595
-914
-0.6% -$27.2K 0.21% 126
2025
Q3 		$4.29M Sell
145,509
-1,666
-1% -$48.5K 0.25% 117
2025
Q2 		$4.24M Sell
147,175
-5,563
-4% -$147K 0.26% 116
2025
Q1 		$3.92M Sell
152,738
-389
-0.3% -$10.8K 0.29% 100
2024
Q4 		$4.23M Sell
153,127
-308,726
-67% -$8.8M 0.33% 76
2024
Q3 		$4.26M Buy
+461,853
New +$12.3M 0.41% 60

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Diversify Wealth Management's SCHM Position: Q1 2026 in Review

Diversify Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 20% in Q1 2026, buying an estimated $934K and bringing the position to 173,944 shares worth $5.8M. The position accounts for 0.1% of the portfolio, ranked #191.

Diversify Wealth Management first reported a position in SCHM in Q3 2024 and has held it in 7 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Diversify Wealth Management held 173,944 shares of Schwab US Mid-Cap ETF worth $5.8M as of Q1 2026.
  • Diversify Wealth Management bought 29,349 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $934K.
  • Schwab US Mid-Cap ETF made up 0.1% of Diversify Wealth Management's portfolio in Q1 2026, its #191 holding.
  • Diversify Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.