HT Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

HT 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	$249K	Sell	6,743 -250	-4%	-$8.6K	0.07%	47
2026 Q1	$217K	Sell	6,993 -12	-0.2%	-$382	0.07%	52
2025 Q4	$211K	Hold	7,005	–	–	0.06%	55
2025 Q3	$208K	Buy	+7,005	New	+$204K	0.06%	52
2016 Q1	–	Sell	-1,494,954	Closed	-$19.6M	–	35
2015 Q4	$19.6M	Sell	1,494,954 -30,987	-2%	-$421K	12.67%	3
2015 Q3	$19.7M	Sell	1,525,941 -132,144	-8%	-$1.83M	13.14%	4
2015 Q2	$23.6M	Buy	1,658,085 +20,751	+1%	+$300K	12.88%	3
2015 Q1	$23.4M	Buy	1,637,334 +1,621,989	+10,570%	+$22.6M	12.66%	3
2014 Q4	$208K	Buy	+15,345	New	+$202K	0.13%	35

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 $104B AUM 28.3% 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

HT Partners's SCHM Position: Q2 2026 in Review

HT Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.6% in Q2 2026, selling an estimated $8.6K and leaving 6,743 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #47.

HT Partners first reported a position in SCHM in Q4 2014 and has held it in 9 quarters since. The position peaked at $23.6M in Q2 2015. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

HT Partners held 6,743 shares of Schwab US Mid-Cap ETF worth $249K as of Q2 2026.
HT Partners sold 250 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $8.6K.
Schwab US Mid-Cap ETF made up 0.07% of HT Partners's portfolio in Q2 2026, its #47 holding.
HT Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2014 and has held it in 9 quarters since.
HT Partners's Schwab US Mid-Cap ETF position peaked at $23.6M in Q2 2015.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on HT Partners's 13F filing for Q2 2026, filed 16 Jul 2026.