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

Golden State 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	$126K	Sell	3,414 -1	-0%	-$34	0.01%	510
2026 Q1	$106K	Buy	3,415 +664	+24%	+$21.1K	0.01%	505
2025 Q4	$82.8K	Buy	2,751 +2	+0.1%	+$60	0.01%	569
2025 Q3	$81.5K	Buy	2,749 +6	+0.2%	+$175	0.01%	555
2025 Q2	$76.9K	Buy	2,743 +71	+3%	+$1.87K	0.01%	550
2025 Q1	$70K	Sell	2,672 -127	-5%	-$3.54K	0.01%	520
2024 Q4	$77.6K	Buy	+2,799	New	+$79.8K	0.01%	482
2020 Q2	–	Sell	-279	Closed	-$4K	–	790
2020 Q1	$4K	Buy	+279	New	+$5.11K	﹤0.01%	788
2019 Q4	–	Sell	-279	Closed	-$5K	–	754
2019 Q3	$5K	Hold	279	–	–	﹤0.01%	867
2019 Q2	$5K	Sell	279 -459	-62%	-$8.59K	﹤0.01%	879
2019 Q1	$14K	Buy	+738	New	+$13.2K	﹤0.01%	710

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 $103B AUM 28.65% 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

Golden State Wealth Management's SCHM Position: Q2 2026 in Review

Golden State Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.03% in Q2 2026, selling an estimated $34 and leaving 3,414 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #510.

Golden State Wealth Management first reported a position in SCHM in Q1 2019 and has held it in 11 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Golden State Wealth Management held 3,414 shares of Schwab US Mid-Cap ETF worth $126K as of Q2 2026.
Golden State Wealth Management sold 1 Schwab US Mid-Cap ETF share in Q2 2026, an estimated $34.
Schwab US Mid-Cap ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #510 holding.
Golden State Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 11 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.