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

Gilpin 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 		$70.1K Sell
1,900
-100
-5% -$3.44K 0.05% 200
2026
Q1 		$61.9K Buy
2,000
+100
+5% +$3.18K 0.05% 187
2025
Q4 		$57.1K Buy
+1,900
New +$56.6K 0.05% 186

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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

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

Gilpin Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 5% in Q2 2026, selling an estimated $3.44K and leaving 1,900 shares worth $70.1K. The position accounts for 0.05% of the portfolio, ranked #200.

Gilpin Wealth Management first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Gilpin Wealth Management held 1,900 shares of Schwab US Mid-Cap ETF worth $70.1K as of Q2 2026.
  • Gilpin Wealth Management sold 100 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $3.44K.
  • Schwab US Mid-Cap ETF made up 0.05% of Gilpin Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Gilpin Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.