Liberty Square Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Liberty Square Wealth Partners’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	$1.27M	Sell	34,375 -13,498	-28%	-$465K	0.3%	43
2026 Q1	$1.48M	Sell	47,873 -18,957	-28%	-$604K	0.41%	33
2025 Q4	$2.01M	Sell	66,830 -50,272	-43%	-$1.5M	0.57%	24
2025 Q3	$3.47M	Sell	117,102 -50,689	-30%	-$1.48M	1.07%	17
2025 Q2	$4.71M	Sell	167,791 -35,741	-18%	-$943K	1.63%	12
2025 Q1	$5.33M	Sell	203,532 -13,632	-6%	-$380K	2.03%	9
2024 Q4	$6.27M	Buy	+217,164	New	+$6.19M	2.29%	9

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Liberty Square Wealth Partners's SCHM Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 28% in Q2 2026, selling an estimated $465K and leaving 34,375 shares worth $1.27M. The position accounts for 0.3% of the portfolio, ranked #43.

Liberty Square Wealth Partners first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.27M in Q4 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Liberty Square Wealth Partners held 34,375 shares of Schwab US Mid-Cap ETF worth $1.27M as of Q2 2026.
Liberty Square Wealth Partners sold 13,498 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $465K.
Schwab US Mid-Cap ETF made up 0.3% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #43 holding.
Liberty Square Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's Schwab US Mid-Cap ETF position peaked at $6.27M in Q4 2024.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.