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

Independent Solutions 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	$5.14M	Sell	139,483 -4,520	-3%	-$156K	0.67%	39
2026 Q1	$4.46M	Sell	144,003 -1,763	-1%	-$56.1K	0.66%	38
2025 Q4	$4.38M	Sell	145,766 -608	-0.4%	-$18.1K	0.81%	36
2025 Q3	$4.34M	Buy	146,374 +2,571	+2%	+$74.8K	0.77%	37
2025 Q2	$4.03M	Buy	143,803 +7,430	+5%	+$196K	0.79%	38
2025 Q1	$3.57M	Buy	136,373 +4,592	+3%	+$128K	0.8%	37
2024 Q4	$3.65M	Sell	131,781 -9,660	-7%	-$275K	0.8%	34
2024 Q3	$3.92M	Sell	141,441 -14,739	-9%	-$392K	0.89%	32
2024 Q2	$4.05M	Buy	156,180 +462	+0.3%	+$12.1K	0.93%	24
2024 Q1	$4.23M	Buy	155,718 +6,933	+5%	+$177K	1%	25
2023 Q4	$3.74M	Buy	148,785 +3,051	+2%	+$69.9K	0.96%	27
2023 Q3	$3.29M	Buy	145,734 +17,364	+14%	+$411K	0.85%	28
2023 Q2	$3.04M	Buy	128,370 +5,259	+4%	+$119K	0.76%	33
2023 Q1	$2.78M	Sell	123,111 -3,009	-2%	-$69.3K	0.82%	31
2022 Q4	$2.76M	Buy	126,120 +17,418	+16%	+$382K	0.84%	29
2022 Q3	$2.19M	Buy	108,702 +6,780	+7%	+$151K	0.72%	36
2022 Q2	$2.13M	Sell	101,922 -846	-0.8%	-$19.5K	0.66%	36
2022 Q1	$2.6M	Sell	102,768 -2,196	-2%	-$55K	0.61%	40
2021 Q4	$2.81M	Buy	104,964 +2,682	+3%	+$71.5K	0.66%	37
2021 Q3	$2.61M	Buy	102,282 +513	+0.5%	+$13.4K	0.65%	39
2021 Q2	$2.66M	Buy	101,769 +12,633	+14%	+$326K	0.64%	40
2021 Q1	$2.21M	Sell	89,136 -6,441	-7%	-$156K	0.61%	41
2020 Q4	$2.17M	Sell	95,577 -18,789	-16%	-$392K	0.68%	38
2020 Q3	$2.12M	Sell	114,366 -24,939	-18%	-$462K	0.81%	33
2020 Q2	$2.44M	Sell	139,305 -7,266	-5%	-$118K	1.04%	25
2020 Q1	$2.06M	Buy	146,571 +3,945	+3%	+$72.2K	1.14%	24
2019 Q4	$2.86M	Buy	+142,626	New	+$2.76M	1.27%	18

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

Independent Solutions Wealth Management's SCHM Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.1% in Q2 2026, selling an estimated $156K and leaving 139,483 shares worth $5.14M. The position accounts for 0.67% of the portfolio, ranked #39.

Independent Solutions Wealth Management first reported a position in SCHM in Q4 2019 and has held it in 27 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Independent Solutions Wealth Management held 139,483 shares of Schwab US Mid-Cap ETF worth $5.14M as of Q2 2026.
Independent Solutions Wealth Management sold 4,520 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $156K.
Schwab US Mid-Cap ETF made up 0.67% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #39 holding.
Independent Solutions Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.