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

Heirloom 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 Q1	$240K	Hold	7,748	–	–	0.04%	83
2025 Q4	$233K	Hold	7,748	–	–	0.05%	41
2025 Q3	$230K	Hold	7,748	–	–	0.06%	42
2025 Q2	$217K	Sell	7,748 -1	-0%	-$26	0.06%	43
2025 Q1	$203K	Hold	7,749	–	–	0.06%	41
2024 Q4	$215K	Buy	+7,749	New	+$221K	0.06%	43
2024 Q1	–	Sell	-12,336	Closed	-$310K	–	51
2023 Q4	$310K	Sell	12,336 -3,063	-20%	-$70.2K	0.12%	45
2023 Q3	$347K	Sell	15,399 -9,663	-39%	-$229K	0.15%	42
2023 Q2	$593K	Sell	25,062 -3,513	-12%	-$79.2K	0.26%	33
2023 Q1	$646K	Sell	28,575 -47,475	-62%	-$1.09M	0.31%	33
2022 Q4	$1.66M	Buy	+76,050	New	+$1.67M	1.04%	22

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Heirloom Wealth Management's SCHM Position: Q1 2026 in Review

Heirloom Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 7,748 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #83.

Heirloom Wealth Management first reported a position in SCHM in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.66M in Q4 2022. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Heirloom Wealth Management held 7,748 shares of Schwab US Mid-Cap ETF worth $240K as of Q1 2026.
Heirloom Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
Schwab US Mid-Cap ETF made up 0.04% of Heirloom Wealth Management's portfolio in Q1 2026, its #83 holding.
Heirloom Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 11 quarters since.
Heirloom Wealth Management's Schwab US Mid-Cap ETF position peaked at $1.66M in Q4 2022.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.