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Ironwood Wealth Management (Arizona)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Ironwood Wealth Management (Arizona)’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 		$1M Sell
27,189
-5,405
-17% -$186K 0.22% 30
2026
Q1 		$1.01M Buy
32,594
+5
+0% +$159 0.29% 24
2025
Q4 		$980K Sell
32,589
-271
-0.8% -$8.08K 0.29% 23
2025
Q3 		$974K Sell
32,860
-3,550
-10% -$103K 0.33% 23
2025
Q2 		$1.02M Sell
36,410
-6,595
-15% -$174K 0.37% 23
2025
Q1 		$1.13M Sell
43,005
-7,401
-15% -$206K 0.35% 23
2024
Q4 		$1.4M Sell
50,406
-3,696
-7% -$105K 0.43% 22
2024
Q3 		$1.5M Buy
54,102
+18
+0% +$479 0.45% 21
2024
Q2 		$1.4M Sell
54,084
-36
-0.1% -$942 0.46% 21
2024
Q1 		$1.47M Sell
54,120
-213
-0.4% -$5.43K 0.48% 21
2023
Q4 		$1.36M Hold
54,333
– – 0.46% 21
2023
Q3 		$1.23M Sell
54,333
-13,053
-19% -$309K 0.5% 26
2023
Q2 		$1.6M Buy
67,386
+303
+0.5% +$6.83K 0.59% 24
2023
Q1 		$1.52M Sell
67,083
-3,018
-4% -$69.5K 0.6% 24
2022
Q4 		$1.53M Buy
70,101
+24,537
+54% +$538K 0.64% 24
2022
Q3 		$953K Hold
45,564
– – 0.43% 21
2022
Q2 		$953K Buy
45,564
+312
+0.7% +$7.2K 0.43% 21
2022
Q1 		$1.14M Sell
45,252
-6,789
-13% -$170K 0.47% 22
2021
Q4 		$1.4M Sell
52,041
-45
-0.1% -$1.2K 0.61% 17
2021
Q3 		$1.33M Sell
52,086
-2,106
-4% -$55K 0.63% 17
2021
Q2 		$1.42M Sell
54,192
-30,036
-36% -$776K 0.82% 17
2021
Q1 		$2.09M Sell
84,228
-24,147
-22% -$586K 1.34% 11
2020
Q4 		$2.46M Sell
108,375
-9,351
-8% -$195K 1.53% 11
2020
Q3 		$2.06M Hold
117,726
– – 1.53% 12
2020
Q2 		$2.06M Sell
117,726
-45,924
-28% -$748K 1.53% 12
2020
Q1 		$2.3M Sell
163,650
-119,211
-42% -$2.18M 1.93% 13
2019
Q4 		$5.67M Sell
282,861
-17,745
-6% -$344K 3.96% 11
2019
Q3 		$5.67M Sell
300,606
-215,148
-42% -$4.06M 4.23% 9
2019
Q2 		$9.81M Buy
515,754
+28,572
+6% +$534K 7.51% 5
2019
Q1 		$8.99M Buy
487,182
+6,588
+1% +$118K 7.67% 5
2018
Q4 		$7.68M Buy
480,594
+10,971
+2% +$192K 7.4% 5
2018
Q3 		$9.05M Buy
469,623
+14,058
+3% +$268K 8% 5
2018
Q2 		$8.34M Buy
+455,565
New +$8.24M 7.82% 5
2017
Q3 		$7.7M Buy
+460,914
New +$7.49M 7.2% 5

Other funds holding SCHM

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
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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM

Ironwood Wealth Management (Arizona)'s SCHM Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) reduced its Schwab US Mid-Cap ETF (SCHM) stake by 17% in Q2 2026, selling an estimated $186K and leaving 27,189 shares worth $1M. The position accounts for 0.22% of the portfolio, ranked #30.

Ironwood Wealth Management (Arizona) first reported a position in SCHM in Q3 2017 and has held it in 34 quarters since. The position peaked at $9.81M in Q2 2019. 749 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Ironwood Wealth Management (Arizona) held 27,189 shares of Schwab US Mid-Cap ETF worth $1M as of Q2 2026.
  • Ironwood Wealth Management (Arizona) sold 5,405 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $186K.
  • Schwab US Mid-Cap ETF made up 0.22% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #30 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and has held it in 34 quarters since.
  • Ironwood Wealth Management (Arizona)'s Schwab US Mid-Cap ETF position peaked at $9.81M in Q2 2019.
  • 749 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.