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Maloon Powers Pitre Higgins & Dennehy’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Maloon Powers Pitre Higgins & Dennehy’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 		$228K Buy
+6,195
New +$213K 0.08% 133

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 $103B AUM 28.65% 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

Maloon Powers Pitre Higgins & Dennehy's SCHM Position: Q2 2026 in Review

Maloon Powers Pitre Higgins & Dennehy opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 6,195 shares worth $228K. The stake represents 0.08% of the portfolio and ranks #133 among its holdings.

1,062 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Maloon Powers Pitre Higgins & Dennehy held 6,195 shares of Schwab US Mid-Cap ETF worth $228K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Maloon Powers Pitre Higgins & Dennehy position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.08% of Maloon Powers Pitre Higgins & Dennehy's portfolio in Q2 2026, its #133 holding.
  • 1,062 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Maloon Powers Pitre Higgins & Dennehy's 13F filing for Q2 2026, filed 14 Aug 2026.