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Integrated Wealth Concepts’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Integrated Wealth Concepts’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 		$1.97M Buy
53,472
+1,466
+3% +$50.5K 0.01% 959
2026
Q1 		$1.61M Buy
+52,006
New +$1.66M 0.01% 856
2025
Q4 		– Sell
-56,237
Closed -$1.67M – 1977
2025
Q3 		$1.67M Buy
56,237
+1,133
+2% +$33K 0.01% 746
2025
Q2 		$1.55M Buy
55,104
+8,017
+17% +$211K 0.02% 724
2025
Q1 		$1.23M Sell
47,087
-24,547
-34% -$684K 0.01% 737
2024
Q4 		$1.98M Buy
71,634
+27,666
+63% +$788K 0.02% 554
2024
Q3 		$1.22M Buy
43,968
+14,031
+47% +$373K 0.01% 725
2024
Q2 		$777K Sell
29,937
-7,818
-21% -$205K 0.01% 868
2024
Q1 		$1.02M Buy
37,755
+8,007
+27% +$204K 0.01% 742
2023
Q4 		$747K Sell
29,748
-3,018
-9% -$69.1K 0.01% 836
2023
Q3 		$739K Sell
32,766
-168
-0.5% -$3.98K 0.01% 817
2023
Q2 		$780K Buy
32,934
+3,099
+10% +$69.8K 0.01% 785
2023
Q1 		$675K Buy
+29,835
New +$687K 0.01% 755
2022
Q2 		– Sell
-8,376
Closed -$212K – 1061
2022
Q1 		$212K Sell
8,376
-74,199
-90% -$1.86M 0.01% 860
2021
Q4 		$2.21M Sell
82,575
-32,649
-28% -$871K 0.07% 243
2021
Q3 		$2.94M Sell
115,224
-5,082
-4% -$133K 0.1% 184
2021
Q2 		$3.14M Sell
120,306
-210,525
-64% -$5.44M 0.11% 163
2021
Q1 		$8.21M Buy
330,831
+26,703
+9% +$648K 0.34% 64
2020
Q4 		$6.91M Buy
304,128
+8,475
+3% +$177K 0.33% 68
2020
Q3 		$5.47M Buy
+295,653
New +$5.48M 0.34% 63

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Integrated Wealth Concepts's SCHM Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.8% in Q2 2026, buying an estimated $50.5K and bringing the position to 53,472 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #959.

Integrated Wealth Concepts first reported a position in SCHM in Q3 2020 and has held it in 20 quarters since. The position peaked at $8.21M in Q1 2021. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Integrated Wealth Concepts held 53,472 shares of Schwab US Mid-Cap ETF worth $1.97M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,466 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $50.5K.
  • Schwab US Mid-Cap ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #959 holding.
  • Integrated Wealth Concepts first reported a position in Schwab US Mid-Cap ETF in Q3 2020 and has held it in 20 quarters since.
  • Integrated Wealth Concepts's Schwab US Mid-Cap ETF position peaked at $8.21M in Q1 2021.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.