GW&K Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

GW&K Investment 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	$23K	Buy	+637	New	+$21.9K	﹤0.01%	770

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

GW&K Investment Management's SCHM Position: Q2 2026 in Review

GW&K Investment Management opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 637 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #770 among its holdings.

1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

GW&K Investment Management held 637 shares of Schwab US Mid-Cap ETF worth $23K as of Q2 2026.
Schwab US Mid-Cap ETF was a new GW&K Investment Management position in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #770 holding.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.