IAG Wealth Partners
SCHM icon

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

IAG 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
Q3 		$1.08M Sell
31,661
-352
-1% -$12.5K 0.1% 77
2026
Q2 		$1.18M Sell
32,013
-2,765
-8% -$95.2K 0.12% 74
2026
Q1 		$1.08M Sell
34,778
-3,913
-10% -$125K 0.12% 70
2025
Q4 		$1.16M Sell
38,691
-598
-2% -$17.8K 0.13% 69
2025
Q3 		$1.16M Sell
39,289
-387
-1% -$11.3K 0.14% 68
2025
Q2 		$1.11M Sell
39,676
-3,462
-8% -$91.3K 0.15% 65
2025
Q1 		$1.13M Sell
43,138
-5,015
-10% -$140K 0.18% 60
2024
Q4 		$1.33M Sell
48,153
-1,356
-3% -$38.6K 0.24% 53
2024
Q3 		$1.37M Sell
49,509
-1,488
-3% -$39.6K 0.25% 51
2024
Q2 		$1.32M Sell
50,997
-1,800
-3% -$47.1K 0.27% 47
2024
Q1 		$1.43M Sell
52,797
-6,213
-11% -$158K 0.31% 44
2023
Q4 		$1.48M Sell
59,010
-7,701
-12% -$176K 0.34% 42
2023
Q3 		$1.51M Sell
66,711
-2,403
-3% -$56.9K 0.42% 36
2023
Q2 		$1.64M Sell
69,114
-5,409
-7% -$122K 0.43% 38
2023
Q1 		$1.69M Buy
74,523
+2,856
+4% +$65.8K 0.47% 36
2022
Q4 		$1.57M Buy
71,667
+846
+1% +$18.5K 0.46% 35
2022
Q3 		$1.43M Sell
70,821
-9,657
-12% -$215K 0.47% 37
2022
Q2 		$1.68M Buy
80,478
+23,856
+42% +$550K 0.55% 29
2022
Q1 		$1.43M Sell
56,622
-7,551
-12% -$189K 0.45% 33
2021
Q4 		$1.72M Buy
64,173
+489
+0.8% +$13K 0.55% 28
2021
Q3 		$1.63M Sell
63,684
-2,151
-3% -$56.2K 0.58% 27
2021
Q2 		$1.72M Sell
65,835
-6,072
-8% -$157K 0.62% 25
2021
Q1 		$1.78M Sell
71,907
-5,061
-7% -$123K 0.68% 25
2020
Q4 		$1.75M Sell
76,968
-7,779
-9% -$162K 0.71% 24
2020
Q3 		$1.57M Sell
84,747
-7,965
-9% -$148K 0.72% 24
2020
Q2 		$1.63M Sell
92,712
-193,128
-68% -$3.15M 0.79% 24
2020
Q1 		$4.02M Sell
285,840
-58,986
-17% -$1.08M 2.68% 12
2019
Q4 		$6.91M Buy
+344,826
New +$6.68M 4.52% 8

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Moneta Group Investment Advisors
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Jones Financial Companies
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Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IAG Wealth Partners's SCHM Position: Q3 2026 in Review

IAG Wealth Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.1% in Q3 2026, selling an estimated $12.5K and leaving 31,661 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #77.

IAG Wealth Partners first reported a position in SCHM in Q4 2019 and has held it in 28 quarters since. The position peaked at $6.91M in Q4 2019. 961 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • IAG Wealth Partners held 31,661 shares of Schwab US Mid-Cap ETF worth $1.08M as of Q3 2026.
  • IAG Wealth Partners sold 352 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $12.5K.
  • Schwab US Mid-Cap ETF made up 0.1% of IAG Wealth Partners's portfolio in Q3 2026, its #77 holding.
  • IAG Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • IAG Wealth Partners's Schwab US Mid-Cap ETF position peaked at $6.91M in Q4 2019.
  • 961 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.