HWP
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Highline Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Highline Wealth Partners’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 		$303K Buy
+8,224
New +$283K 0.06% 91
2024
Q1 		– Sell
-6
Closed -$151 – 450
2023
Q4 		$151 Hold
6
– – ﹤0.01% 405
2023
Q3 		$135 Buy
+6
New +$142 ﹤0.01% 387

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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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Highline Wealth Partners's SCHM Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 8,224 shares worth $303K. The stake represents 0.06% of the portfolio and ranks #91 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in SCHM as recently as Q4 2023.

Highline Wealth Partners first reported a position in SCHM in Q3 2023 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Highline Wealth Partners held 8,224 shares of Schwab US Mid-Cap ETF worth $303K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Highline Wealth Partners position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.06% of Highline Wealth Partners's portfolio in Q2 2026, its #91 holding.
  • Highline Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.