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Investment Partners Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Investment Partners Asset 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 		$238K Buy
+6,450
New +$222K 0.13% 154

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Investment Partners Asset Management's SCHM Position: Q2 2026 in Review

Investment Partners Asset Management opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 6,450 shares worth $238K. The stake represents 0.13% of the portfolio and ranks #154 among its holdings.

415 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Investment Partners Asset Management held 6,450 shares of Schwab US Mid-Cap ETF worth $238K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Investment Partners Asset Management position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.13% of Investment Partners Asset Management's portfolio in Q2 2026, its #154 holding.
  • 415 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.