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

Madison 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 		$1.08M Buy
29,269
+2,115
+8% +$72.8K 0.14% 83
2026
Q1 		$841K Sell
27,154
-68,485
-72% -$2.18M 0.13% 78
2025
Q4 		$2.88M Buy
95,639
+35,205
+58% +$1.05M 0.52% 34
2025
Q3 		$1.79M Sell
60,434
-3,074
-5% -$89.5K 0.35% 40
2025
Q2 		$1.78M Buy
63,508
+12,398
+24% +$327K 0.39% 36
2025
Q1 		$1.34M Sell
51,110
-3,067
-6% -$85.4K 0.33% 37
2024
Q4 		$1.5M Buy
54,177
+6,639
+14% +$189K 0.42% 34
2024
Q3 		$1.32M Buy
47,538
+11,370
+31% +$302K 0.39% 35
2024
Q2 		$938K Buy
36,168
+1,410
+4% +$36.9K 0.32% 42
2024
Q1 		$943K Buy
34,758
+3,000
+9% +$76.5K 0.34% 35
2023
Q4 		$797K Buy
31,758
+12,090
+61% +$277K 0.32% 38
2023
Q3 		$444K Buy
19,668
+1,548
+9% +$36.7K 0.22% 50
2023
Q2 		$429K Buy
18,120
+330
+2% +$7.44K 0.2% 49
2023
Q1 		$402K Buy
17,790
+672
+4% +$15.5K 0.2% 53
2022
Q4 		$374K Buy
+17,118
New +$375K 0.22% 52

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Madison Wealth Partners's SCHM Position: Q2 2026 in Review

Madison Wealth Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 7.8% in Q2 2026, buying an estimated $72.8K and bringing the position to 29,269 shares worth $1.08M. The position accounts for 0.14% of the portfolio, ranked #83.

Madison Wealth Partners first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.88M in Q4 2025. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Madison Wealth Partners held 29,269 shares of Schwab US Mid-Cap ETF worth $1.08M as of Q2 2026.
  • Madison Wealth Partners bought 2,115 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $72.8K.
  • Schwab US Mid-Cap ETF made up 0.14% of Madison Wealth Partners's portfolio in Q2 2026, its #83 holding.
  • Madison Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Madison Wealth Partners's Schwab US Mid-Cap ETF position peaked at $2.88M in Q4 2025.
  • 1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.