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Glassman Wealth Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Glassman Wealth Services’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 		$48K Sell
1,302
-4
-0.3% -$138 0.01% 151
2026
Q1 		$40.4K Buy
1,306
+4
+0.3% +$127 0.01% 125
2025
Q4 		$39.2K Hold
1,302
– – 0.01% 131
2025
Q3 		$38.6K Hold
1,302
– – 0.01% 118
2025
Q2 		$36.5K Hold
1,302
– – 0.01% 119
2025
Q1 		$34.1K Sell
1,302
-93
-7% -$2.59K 0.01% 117
2024
Q4 		$38.7K Hold
1,395
– – 0.01% 110
2024
Q3 		$38.6K Sell
1,395
-6,333
-82% -$168K 0.01% 111
2024
Q2 		$200K Buy
7,728
+5,319
+221% +$139K 0.04% 69
2024
Q1 		$65.4K Hold
2,409
– – 0.01% 103
2023
Q4 		$60.5K Hold
2,409
– – 0.01% 407
2023
Q3 		$54.3K Buy
2,409
+1,806
+300% +$42.8K 0.01% 403
2023
Q2 		$14.3K Hold
603
– – ﹤0.01% 715
2023
Q1 		$13.6K Hold
603
– – ﹤0.01% 724
2022
Q4 		$13.2K Hold
603
– – ﹤0.01% 761
2022
Q3 		$12K Sell
603
-3,057
-84% -$68.2K ﹤0.01% 751
2022
Q2 		$77K Buy
3,660
+3,057
+507% +$70.5K 0.02% 306
2022
Q1 		$15K Sell
603
-237
-28% -$5.94K ﹤0.01% 723
2021
Q4 		$23K Buy
840
+423
+101% +$11.3K ﹤0.01% 576
2021
Q3 		$11K Hold
417
– – ﹤0.01% 757
2021
Q2 		$11K Hold
417
– – ﹤0.01% 740
2021
Q1 		$10K Buy
417
+324
+348% +$7.86K ﹤0.01% 718
2020
Q4 		$2K Hold
93
– – ﹤0.01% 1098
2020
Q3 		$2K Hold
93
– – ﹤0.01% 1031
2020
Q2 		$2K Sell
93
-3,390
-97% -$55.3K ﹤0.01% 894
2020
Q1 		$49K Buy
3,483
+1,878
+117% +$34.4K 0.02% 236
2019
Q4 		$32K Buy
1,605
+93
+6% +$1.8K 0.01% 316
2019
Q3 		$28K Sell
1,512
-597
-28% -$11.3K 0.01% 315
2019
Q2 		$40K Buy
+2,109
New +$39.5K 0.02% 279

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

Glassman Wealth Services's SCHM Position: Q2 2026 in Review

Glassman Wealth Services reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.31% in Q2 2026, selling an estimated $138 and leaving 1,302 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #151.

Glassman Wealth Services first reported a position in SCHM in Q2 2019 and has held it in 29 quarters since. The position peaked at $200K in Q2 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Glassman Wealth Services held 1,302 shares of Schwab US Mid-Cap ETF worth $48K as of Q2 2026.
  • Glassman Wealth Services sold 4 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $138.
  • Schwab US Mid-Cap ETF made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #151 holding.
  • Glassman Wealth Services first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • Glassman Wealth Services's Schwab US Mid-Cap ETF position peaked at $200K in Q2 2024.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.