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

Elmwood 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	$413K	Sell	11,207 -59	-0.5%	-$2.03K	0.1%	140
2026 Q1	$349K	Sell	11,266 -180	-2%	-$5.73K	0.1%	142
2025 Q4	$344K	Sell	11,446 -34	-0.3%	-$1.01K	0.11%	135
2025 Q3	$340K	Hold	11,480	–	–	0.12%	116
2025 Q2	$322K	Buy	11,480 +1	+0%	+$26	0.13%	109
2025 Q1	$301K	Hold	11,479	–	–	0.12%	111
2024 Q4	$318K	Buy	11,479 +1	+0%	+$28	0.13%	111
2024 Q3	$318K	Hold	11,478	–	–	0.13%	111
2024 Q2	$298K	Hold	11,478	–	–	0.13%	106
2024 Q1	$312K	Buy	+11,478	New	+$293K	0.13%	109
2023 Q4	–	Sell	-12,378	Closed	-$279K	–	116
2023 Q3	$279K	Sell	12,378 -75	-0.6%	-$1.78K	0.13%	109
2023 Q2	$295K	Buy	12,453 +3	+0%	+$68	0.14%	107
2023 Q1	$282K	Sell	12,450 -1,200	-9%	-$27.6K	0.13%	110
2022 Q4	$299K	Buy	13,650 +1,050	+8%	+$23K	0.15%	104
2022 Q3	$254K	Hold	12,600	–	–	0.13%	106
2022 Q2	$263K	Hold	12,600	–	–	0.15%	102
2022 Q1	$319K	Buy	12,600 +3	+0%	+$75	0.16%	98
2021 Q4	$338K	Buy	+12,597	New	+$336K	0.16%	97
2021 Q2	$329K	Hold	12,597	–	–	0.17%	90
2021 Q1	$313K	Buy	+12,597	New	+$306K	0.19%	89
2020 Q3	$198K	Hold	11,274	–	–	0.16%	88
2020 Q2	$198K	Buy	+11,274	New	+$184K	0.16%	88

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

GAM

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

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

Elmwood Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.52% in Q2 2026, selling an estimated $2.03K and leaving 11,207 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #140.

Elmwood Wealth Management first reported a position in SCHM in Q2 2020 and has held it in 22 quarters since. 237 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Elmwood Wealth Management held 11,207 shares of Schwab US Mid-Cap ETF worth $413K as of Q2 2026.
Elmwood Wealth Management sold 59 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $2.03K.
Schwab US Mid-Cap ETF made up 0.1% of Elmwood Wealth Management's portfolio in Q2 2026, its #140 holding.
Elmwood Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and has held it in 22 quarters since.
237 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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