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

GDS 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 		$590K Hold
16,006
– – 0.03% 130
2026
Q1 		$496K Buy
+16,006
New +$510K 0.03% 123

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

GDS Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 16,006 shares worth $590K. The position accounts for 0.03% of the portfolio, ranked #130.

GDS Wealth Management first reported a position in SCHM in Q1 2026 and has held it in 2 quarters since. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • GDS Wealth Management held 16,006 shares of Schwab US Mid-Cap ETF worth $590K as of Q2 2026.
  • GDS Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.03% of GDS Wealth Management's portfolio in Q2 2026, its #130 holding.
  • GDS Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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