International Private Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

International Private Wealth Advisors’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 Q1	$516K	Hold	16,662	–	–	0.32%	72
2025 Q4	$501K	Hold	16,662	–	–	0.32%	68
2025 Q3	$494K	Hold	16,662	–	–	0.31%	68
2025 Q2	$467K	Hold	16,662	–	–	0.4%	63
2025 Q1	$437K	Hold	16,662	–	–	0.42%	61
2024 Q4	$462K	Hold	16,662	–	–	0.46%	54
2024 Q3	$461K	Hold	16,662	–	–	0.68%	34
2024 Q2	$432K	Hold	16,662	–	–	0.73%	31
2024 Q1	$452K	Hold	16,662	–	–	0.87%	28
2023 Q4	$418K	Buy	+16,662	New	+$382K	0.41%	44

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

International Private Wealth Advisors's SCHM Position: Q1 2026 in Review

International Private Wealth Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 16,662 shares worth $516K. The position accounts for 0.32% of the portfolio, ranked #72.

International Private Wealth Advisors first reported a position in SCHM in Q4 2023 and has held it in 10 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

International Private Wealth Advisors held 16,662 shares of Schwab US Mid-Cap ETF worth $516K as of Q1 2026.
International Private Wealth Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
Schwab US Mid-Cap ETF made up 0.32% of International Private Wealth Advisors's portfolio in Q1 2026, its #72 holding.
International Private Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.