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

GSB 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	$19.4K	Buy	527 +17	+3%	+$585	﹤0.01%	239
2026 Q1	$15.8K	Sell	510 -146	-22%	-$4.65K	﹤0.01%	230
2025 Q4	$19.7K	Buy	656 +14	+2%	+$417	﹤0.01%	226
2025 Q3	$19K	Sell	642 -13	-2%	-$378	﹤0.01%	233
2025 Q2	$17K	Buy	655 +44	+7%	+$1.16K	﹤0.01%	232
2025 Q1	$16K	Buy	+611	New	+$17K	﹤0.01%	219
2024 Q4	–	Sell	-594	Closed	-$16.4K	–	233
2024 Q3	$16.4K	Buy	+594	New	+$15.8K	﹤0.01%	223
2023 Q3	–	Sell	-2,889	Closed	-$68.4K	–	206
2023 Q2	$68.4K	Buy	2,889 +60	+2%	+$1.35K	0.02%	204
2023 Q1	$61.8K	Buy	+2,829	New	+$65.2K	0.02%	208

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

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

GSB Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.3% in Q2 2026, buying an estimated $585 and bringing the position to 527 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

GSB Wealth Management first reported a position in SCHM in Q1 2023 and has held it in 9 quarters since. The position peaked at $68.4K in Q2 2023. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

GSB Wealth Management held 527 shares of Schwab US Mid-Cap ETF worth $19.4K as of Q2 2026.
GSB Wealth Management bought 17 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $585.
Schwab US Mid-Cap ETF made up ﹤0.01% of GSB Wealth Management's portfolio in Q2 2026, its #239 holding.
GSB Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 9 quarters since.
GSB Wealth Management's Schwab US Mid-Cap ETF position peaked at $68.4K in Q2 2023.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.