Manchester Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Manchester Capital 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	$51.3K	Hold	1,391	–	–	0.01%	506
2026 Q1	$43.1K	Hold	1,391	–	–	0.01%	513
2025 Q4	$41.8K	Sell	1,391 -336	-19%	-$10K	0.01%	527
2025 Q3	$51.2K	Buy	+1,727	New	+$50.3K	0.01%	562
2015 Q1	–	Sell	-3,468	Closed	-$47K	–	822
2014 Q4	$47K	Hold	3,468	–	–	0.01%	733
2014 Q3	$45K	Hold	3,468	–	–	0.01%	749
2014 Q2	$47K	Hold	3,468	–	–	0.01%	723
2014 Q1	$45K	Buy	3,468 +93	+3%	+$1.17K	0.01%	658
2013 Q4	$42K	Hold	3,375	–	–	0.01%	625
2013 Q3	$39K	Hold	3,375	–	–	0.01%	656
2013 Q2	$36K	Buy	+3,375	New	+$36K	0.01%	661

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 $104B AUM 28.3% 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

Manchester Capital Management's SCHM Position: Q2 2026 in Review

Manchester Capital Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 1,391 shares worth $51.3K. The position accounts for 0.01% of the portfolio, ranked #506.

Manchester Capital Management first reported a position in SCHM in Q2 2013 and has held it in 11 quarters since. 1,072 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Manchester Capital Management held 1,391 shares of Schwab US Mid-Cap ETF worth $51.3K as of Q2 2026.
Manchester Capital Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.01% of Manchester Capital Management's portfolio in Q2 2026, its #506 holding.
Manchester Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 11 quarters since.
1,072 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Manchester Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.