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International Assets Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

International Assets Investment 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 		$86.3K Buy
2,373
+1,168
+97% +$40.2K 0.01% 1142
2026
Q1 		$37.7K Hold
1,205
– – ﹤0.01% 1311
2025
Q4 		$36.2K Buy
+1,205
New +$35.9K ﹤0.01% 1308
2024
Q3 		– Sell
-180
Closed -$4.67K – 2500
2024
Q2 		$4.67K Buy
+180
New +$4.71K ﹤0.01% 1861
2023
Q4 		– Sell
-108,360
Closed -$1.96M – 823
2023
Q3 		$1.96M Buy
+108,360
New +$2.57M 0.27% 82

Other funds holding SCHM

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

International Assets Investment Management's SCHM Position: Q2 2026 in Review

International Assets Investment Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 97% in Q2 2026, buying an estimated $40.2K and bringing the position to 2,373 shares worth $86.3K. The position accounts for 0.01% of the portfolio, ranked #1142.

International Assets Investment Management first reported a position in SCHM in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.96M in Q3 2023. 901 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • International Assets Investment Management held 2,373 shares of Schwab US Mid-Cap ETF worth $86.3K as of Q2 2026.
  • International Assets Investment Management bought 1,168 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $40.2K.
  • Schwab US Mid-Cap ETF made up 0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1142 holding.
  • International Assets Investment Management first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and has held it in 5 quarters since.
  • International Assets Investment Management's Schwab US Mid-Cap ETF position peaked at $1.96M in Q3 2023.
  • 901 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.