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 Q2	$5.78M	Sell	165,405 -8,539	-5%	-$294K	0.1%	201
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 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

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

Diversify Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.9% in Q2 2026, selling an estimated $294K and leaving 165,405 shares worth $5.78M. The position accounts for 0.1% of the portfolio, ranked #201.

Diversify Wealth Management first reported a position in SCHM in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.8M in Q1 2026. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Diversify Wealth Management held 165,405 shares of Schwab US Mid-Cap ETF worth $5.78M as of Q2 2026.
Diversify Wealth Management sold 8,539 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $294K.
Schwab US Mid-Cap ETF made up 0.1% of Diversify Wealth Management's portfolio in Q2 2026, its #201 holding.
Diversify Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Schwab US Mid-Cap ETF position peaked at $5.8M in Q1 2026.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.