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

HB 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 		$13.7M Buy
372,500
+60,558
+19% +$2.08M 0.08% 138
2026
Q1 		$9.66M Sell
311,942
-3,419
-1% -$109K 0.06% 162
2025
Q4 		$9.48M Sell
315,361
-10,842
-3% -$323K 0.06% 162
2025
Q3 		$9.67M Buy
326,203
+321
+0.1% +$9.34K 0.07% 156
2025
Q2 		$9.14M Sell
325,882
-8,991
-3% -$237K 0.07% 149
2025
Q1 		$8.77M Buy
334,873
+2,240
+0.7% +$62.4K 0.07% 147
2024
Q4 		$9.22M Buy
332,633
+692
+0.2% +$19.7K 0.09% 100
2024
Q3 		$9.19M Buy
331,941
+132
+0% +$3.51K 0.1% 100
2024
Q2 		$8.61M Sell
331,809
-141
-0% -$3.69K 0.1% 96
2024
Q1 		$9.01M Buy
331,950
+6
+0% +$153 0.11% 92
2023
Q4 		$8.33M Sell
331,944
-741
-0.2% -$17K 0.12% 91
2023
Q3 		$7.51M Buy
332,685
+372
+0.1% +$8.81K 0.12% 90
2023
Q2 		$7.87M Sell
332,313
-1,998
-0.6% -$45K 0.13% 88
2023
Q1 		$7.56M Sell
334,311
-15,795
-5% -$364K 0.13% 83
2022
Q4 		$7.66M Sell
350,106
-32,745
-9% -$718K 0.14% 79
2022
Q3 		$7.72M Sell
382,851
-2,496
-0.6% -$55.7K 0.16% 66
2022
Q2 		$8.06M Buy
385,347
+249,108
+183% +$5.75M 0.17% 66
2022
Q1 		$3.44M Buy
136,239
+4,299
+3% +$108K 0.06% 134
2021
Q4 		$3.54M Buy
+131,940
New +$3.52M 0.07% 110

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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

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

HB Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 19% in Q2 2026, buying an estimated $2.08M and bringing the position to 372,500 shares worth $13.7M. The position accounts for 0.08% of the portfolio, ranked #138.

HB Wealth Management first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • HB Wealth Management held 372,500 shares of Schwab US Mid-Cap ETF worth $13.7M as of Q2 2026.
  • HB Wealth Management bought 60,558 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $2.08M.
  • Schwab US Mid-Cap ETF made up 0.08% of HB Wealth Management's portfolio in Q2 2026, its #138 holding.
  • HB Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.