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Global Wealth Strategies & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-5,968
Closed -$185K – 390
2026
Q1 		$185K Sell
5,968
-4,363
-42% -$139K 0.05% 85
2025
Q4 		$311K Sell
10,331
-1,236
-11% -$36.8K 0.08% 58
2025
Q3 		$343K Buy
11,567
+9,413
+437% +$274K 0.09% 56
2025
Q2 		$60.4K Sell
2,154
-54
-2% -$1.43K 0.02% 102
2025
Q1 		$57.9K Buy
2,208
+1
+0% +$28 0.02% 103
2024
Q4 		$61.2K Buy
2,207
+2
+0.1% +$57 0.02% 96
2024
Q3 		$61.1K Buy
2,205
+483
+28% +$12.8K 0.02% 86
2024
Q2 		$44.7K Hold
1,722
– – 0.02% 93
2024
Q1 		$46.7K Hold
1,722
– – 0.02% 93
2023
Q4 		$43.2K Hold
1,722
– – 0.02% 92
2023
Q3 		$38.8K Hold
1,722
– – 0.02% 89
2023
Q2 		$40.8K Buy
+1,722
New +$38.8K 0.02% 86

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Creative Planning
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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

Global Wealth Strategies & Associates's SCHM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 5,968 shares — an estimated $185K sold.

Global Wealth Strategies & Associates first reported a position in SCHM in Q2 2023 and held it in 12 quarters. The position peaked at $343K in Q3 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 5,968 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $185K.
  • Global Wealth Strategies & Associates first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and held it in 12 quarters.
  • Global Wealth Strategies & Associates's Schwab US Mid-Cap ETF position peaked at $343K in Q3 2025.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.