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

Five Pine 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 Q1	$1.01M	Sell	32,602 -233	-0.7%	-$7.42K	0.63%	24
2025 Q4	$987K	Buy	32,835 +83	+0.3%	+$2.47K	0.63%	24
2025 Q3	$971K	Sell	32,752 -395	-1%	-$11.5K	0.66%	23
2025 Q2	$930K	Sell	33,147 -274	-0.8%	-$7.23K	0.69%	23
2025 Q1	$876K	Sell	33,421 -3,307	-9%	-$92.1K	0.71%	23
2024 Q4	$1.02M	Buy	+36,728	New	+$1.05M	0.86%	21

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Five Pine Wealth Management's SCHM Position: Q1 2026 in Review

Five Pine Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.71% in Q1 2026, selling an estimated $7.42K and leaving 32,602 shares worth $1.01M. The position accounts for 0.63% of the portfolio, ranked #24.

Five Pine Wealth Management first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q4 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Five Pine Wealth Management held 32,602 shares of Schwab US Mid-Cap ETF worth $1.01M as of Q1 2026.
Five Pine Wealth Management sold 233 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $7.42K.
Schwab US Mid-Cap ETF made up 0.63% of Five Pine Wealth Management's portfolio in Q1 2026, its #24 holding.
Five Pine Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Five Pine Wealth Management's Schwab US Mid-Cap ETF position peaked at $1.02M in Q4 2024.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Five Pine Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.