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

Great Waters 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	$1.31M	Sell	35,598 -1,030	-3%	-$35.5K	0.12%	41
2026 Q1	$1.13M	Sell	36,628 -757	-2%	-$24.1K	0.12%	39
2025 Q4	$1.12M	Buy	37,385 +391	+1%	+$11.7K	0.12%	38
2025 Q3	$1.1M	Buy	36,994 +153	+0.4%	+$4.45K	0.13%	40
2025 Q2	$1.03M	Sell	36,841 -814	-2%	-$21.5K	0.13%	41
2025 Q1	$987K	Sell	37,655 -285	-0.8%	-$7.94K	0.14%	41
2024 Q4	$1.05M	Sell	37,940 -1,123	-3%	-$32K	0.13%	42
2024 Q3	$1.08M	Sell	39,063 -801	-2%	-$21.3K	0.15%	42
2024 Q2	$1.03M	Sell	39,864 -1,173	-3%	-$30.7K	0.16%	41
2024 Q1	$1.11M	Sell	41,037 -633	-2%	-$16.1K	0.18%	42
2023 Q4	$1.02M	Sell	41,670 -11,403	-21%	-$261K	0.18%	40
2023 Q3	$1.18M	Sell	53,073 -2,409	-4%	-$57.1K	0.23%	37
2023 Q2	$1.31M	Sell	55,482 -3,360	-6%	-$75.7K	0.26%	36
2023 Q1	$1.33M	Sell	58,842 -2,490	-4%	-$57.3K	0.28%	34
2022 Q4	$1.44M	Buy	+61,332	New	+$1.34M	0.31%	34

Other funds holding SCHM

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Great Waters Wealth Management's SCHM Position: Q2 2026 in Review

Great Waters Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.8% in Q2 2026, selling an estimated $35.5K and leaving 35,598 shares worth $1.31M. The position accounts for 0.12% of the portfolio, ranked #41.

Great Waters Wealth Management first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.44M in Q4 2022. 519 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Great Waters Wealth Management held 35,598 shares of Schwab US Mid-Cap ETF worth $1.31M as of Q2 2026.
Great Waters Wealth Management sold 1,030 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $35.5K.
Schwab US Mid-Cap ETF made up 0.12% of Great Waters Wealth Management's portfolio in Q2 2026, its #41 holding.
Great Waters Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Great Waters Wealth Management's Schwab US Mid-Cap ETF position peaked at $1.44M in Q4 2022.
519 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.