Horst & Graben Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Horst & Graben 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	$252K	Sell	6,939 -964	-12%	-$33.2K	0.03%	183
2026 Q1	$267K	Hold	7,903	–	–	0.04%	167
2025 Q4	$238K	Sell	7,903 -202	-2%	-$6.02K	0.04%	160
2025 Q3	$240K	Sell	8,105 -1	-0%	-$29	0.04%	163
2025 Q2	$227K	Sell	8,106 -5	-0.1%	-$132	0.04%	164
2025 Q1	$213K	Sell	8,111 -37	-0.5%	-$1.03K	0.04%	157
2024 Q4	$226K	Sell	8,148 -6	-0.1%	-$171	0.04%	141
2024 Q3	$226K	Sell	8,154 -3	-0%	-$80	0.04%	142
2024 Q2	$212K	Buy	+8,157	New	+$213K	0.04%	146

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

Horst & Graben Wealth Management's SCHM Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q2 2026, selling an estimated $33.2K and leaving 6,939 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #183.

Horst & Graben Wealth Management first reported a position in SCHM in Q2 2024 and has held it in 9 quarters since. The position peaked at $267K in Q1 2026. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Horst & Graben Wealth Management held 6,939 shares of Schwab US Mid-Cap ETF worth $252K as of Q2 2026.
Horst & Graben Wealth Management sold 964 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $33.2K.
Schwab US Mid-Cap ETF made up 0.03% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #183 holding.
Horst & Graben Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Horst & Graben Wealth Management's Schwab US Mid-Cap ETF position peaked at $267K in Q1 2026.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.