Elevation Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Elevation Wealth Partners’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	$1.21M	Sell	32,906 -724	-2%	-$24.9K	0.36%	46
2026 Q1	$1.04M	Buy	33,630 +18	+0.1%	+$573	0.37%	44
2025 Q4	$1.01M	Sell	33,612 -2,469	-7%	-$73.6K	0.36%	44
2025 Q3	$1.07M	Buy	36,081 +30	+0.1%	+$873	0.39%	46
2025 Q2	$1.01M	Buy	36,051 +13	+0%	+$343	0.4%	44
2025 Q1	$944K	Sell	36,038 -5,897	-14%	-$164K	0.41%	44
2024 Q4	$1.16M	Sell	41,935 -20,033	-32%	-$571K	0.49%	39
2024 Q3	$1.72M	Buy	61,968 +3,192	+5%	+$84.9K	0.74%	29
2024 Q2	$1.52M	Sell	58,776 -2,508	-4%	-$65.6K	0.72%	31
2024 Q1	$1.66M	Sell	61,284 -5,613	-8%	-$143K	0.83%	25
2023 Q4	$1.51M	Buy	66,897 +56,679	+555%	+$1.3M	0.91%	24
2023 Q3	$231K	Sell	10,218 -117	-1%	-$2.77K	0.2%	49
2023 Q2	$245K	Buy	10,335 +9	+0.1%	+$203	0.21%	49
2023 Q1	$234K	Buy	+10,326	New	+$238K	0.21%	56

Other funds holding SCHM

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Elevation Wealth Partners's SCHM Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.2% in Q2 2026, selling an estimated $24.9K and leaving 32,906 shares worth $1.21M. The position accounts for 0.36% of the portfolio, ranked #46.

Elevation Wealth Partners first reported a position in SCHM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.72M in Q3 2024. 472 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Elevation Wealth Partners held 32,906 shares of Schwab US Mid-Cap ETF worth $1.21M as of Q2 2026.
Elevation Wealth Partners sold 724 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $24.9K.
Schwab US Mid-Cap ETF made up 0.36% of Elevation Wealth Partners's portfolio in Q2 2026, its #46 holding.
Elevation Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Schwab US Mid-Cap ETF position peaked at $1.72M in Q3 2024.
472 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.