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

Essential 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 		$578K Buy
15,683
+35
+0.2% +$1.21K 0.27% 66
2026
Q1 		$484K Buy
15,648
+29
+0.2% +$923 0.16% 151
2025
Q4 		$470K Sell
15,619
-2,145
-12% -$63.9K 0.14% 194
2025
Q3 		$527K Sell
17,764
-2,957
-14% -$86.1K 0.17% 168
2025
Q2 		$581K Buy
+20,721
New +$547K 0.23% 132

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Essential Partners's SCHM Position: Q2 2026 in Review

Essential Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.22% in Q2 2026, buying an estimated $1.21K and bringing the position to 15,683 shares worth $578K. The position accounts for 0.27% of the portfolio, ranked #66.

Essential Partners first reported a position in SCHM in Q2 2025 and has held it in 5 quarters since. The position peaked at $581K in Q2 2025. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Essential Partners held 15,683 shares of Schwab US Mid-Cap ETF worth $578K as of Q2 2026.
  • Essential Partners bought 35 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.21K.
  • Schwab US Mid-Cap ETF made up 0.27% of Essential Partners's portfolio in Q2 2026, its #66 holding.
  • Essential Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Schwab US Mid-Cap ETF position peaked at $581K in Q2 2025.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.