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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
Q2 		$1.12M Sell
30,382
-2,220
-7% -$76.4K 0.63% 24
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
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

Five Pine Wealth Management's SCHM Position: Q2 2026 in Review

Five Pine Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6.8% in Q2 2026, selling an estimated $76.4K and leaving 30,382 shares worth $1.12M. 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 7 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Five Pine Wealth Management held 30,382 shares of Schwab US Mid-Cap ETF worth $1.12M as of Q2 2026.
  • Five Pine Wealth Management sold 2,220 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $76.4K.
  • Schwab US Mid-Cap ETF made up 0.63% of Five Pine Wealth Management's portfolio in Q2 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 7 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Five Pine Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.