Focus Partners Wealth
SCHM icon

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

Focus Partners Wealth’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 		$41.7M Buy
1,131,309
+290,462
+35% +$10M 0.04% 349
2026
Q1 		$26M Sell
840,847
-4,709
-0.6% -$150K 0.03% 435
2025
Q4 		$25.4M Buy
845,556
+203,372
+32% +$6.06M 0.03% 433
2025
Q3 		$19M Buy
642,184
+31,582
+5% +$919K 0.03% 410
2025
Q2 		$17.1M Sell
610,602
-30,121
-5% -$795K 0.04% 390
2025
Q1 		$16.8M Buy
640,723
+344
+0.1% +$9.58K 0.04% 363
2024
Q4 		$17.7M Buy
640,379
+13,628
+2% +$388K 0.05% 341
2024
Q3 		$17.4M Buy
626,751
+495,753
+378% +$13.2M 0.06% 305
2024
Q2 		$3.4M Buy
130,998
+110,613
+543% +$2.89M 0.01% 566
2024
Q1 		$553K Sell
20,385
-4,887
-19% -$125K ﹤0.01% 709
2023
Q4 		$634K Buy
+25,272
New +$579K 0.01% 537

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 $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

Focus Partners Wealth's SCHM Position: Q2 2026 in Review

Focus Partners Wealth increased its Schwab US Mid-Cap ETF (SCHM) stake by 35% in Q2 2026, buying an estimated $10M and bringing the position to 1,131,309 shares worth $41.7M. The position accounts for 0.04% of the portfolio, ranked #349.

Focus Partners Wealth first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Focus Partners Wealth held 1,131,309 shares of Schwab US Mid-Cap ETF worth $41.7M as of Q2 2026.
  • Focus Partners Wealth bought 290,462 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $10M.
  • Schwab US Mid-Cap ETF made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #349 holding.
  • Focus Partners Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.