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

Evolution 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 		$2.65K Hold
72
– – ﹤0.01% 793
2026
Q1 		$2.23K Hold
72
– – ﹤0.01% 727
2025
Q4 		$2.17K Buy
+72
New +$2.15K ﹤0.01% 633
2025
Q3 		– Sell
-300
Closed -$8.41K – 670
2025
Q2 		$8.41K Buy
+300
New +$7.91K 0.01% 379

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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 $103B AUM 28.65% 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

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

Evolution Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 72 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Evolution Wealth Management first reported a position in SCHM in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.41K in Q2 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Evolution Wealth Management held 72 shares of Schwab US Mid-Cap ETF worth $2.65K as of Q2 2026.
  • Evolution Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #793 holding.
  • Evolution Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Schwab US Mid-Cap ETF position peaked at $8.41K in Q2 2025.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.