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

GeoWealth 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	$407K	Sell	11,044 -8,893	-45%	-$306K	0.01%	556
2026 Q1	$617K	Buy	+19,937	New	+$635K	0.02%	426
2025 Q3	–	Sell	-4	Closed	-$124	–	1141
2025 Q2	$124	Buy	+4	New	+$106	﹤0.01%	1199
2025 Q1	–	Hold	0	–	–	–	1058
2024 Q4	–	Hold	0	–	–	–	1788
2024 Q3	–	Hold	0	–	–	–	1693
2024 Q2	–	Sell	-10,623	Closed	-$288K	–	937
2024 Q1	$288K	Buy	+10,623	New	+$271K	0.01%	584
2023 Q4	–	Sell	-10,989	Closed	-$248K	–	719
2023 Q3	$248K	Buy	+10,989	New	+$260K	0.03%	261

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GeoWealth Management's SCHM Position: Q2 2026 in Review

GeoWealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 45% in Q2 2026, selling an estimated $306K and leaving 11,044 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #556.

GeoWealth Management first reported a position in SCHM in Q3 2023 and has held it in 5 quarters since. The position peaked at $617K in Q1 2026. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

GeoWealth Management held 11,044 shares of Schwab US Mid-Cap ETF worth $407K as of Q2 2026.
GeoWealth Management sold 8,893 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $306K.
Schwab US Mid-Cap ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #556 holding.
GeoWealth Management first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and has held it in 5 quarters since.
GeoWealth Management's Schwab US Mid-Cap ETF position peaked at $617K in Q1 2026.
1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.