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Marietta Investment Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Marietta Investment 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 		$269K Buy
7,307
+115
+2% +$3.96K 0.05% 151
2026
Q1 		$223K Sell
7,192
-722
-9% -$23K 0.04% 155
2025
Q4 		$238K Buy
7,914
+458
+6% +$13.7K 0.05% 155
2025
Q3 		$221K Sell
7,456
-624
-8% -$18.2K 0.04% 163
2025
Q2 		$227K Sell
8,080
-367
-4% -$9.68K 0.05% 151
2025
Q1 		$221K Sell
8,447
-2,656
-24% -$74K 0.05% 151
2024
Q4 		$308K Buy
11,103
+210
+2% +$5.98K 0.07% 137
2024
Q3 		$302K Sell
10,893
-2,829
-21% -$75.2K 0.06% 141
2024
Q2 		$356K Sell
13,722
-363
-3% -$9.5K 0.08% 133
2024
Q1 		$382K Buy
14,085
+225
+2% +$5.74K 0.08% 131
2023
Q4 		$348K Buy
13,860
+876
+7% +$20.1K 0.09% 129
2023
Q3 		$293K Sell
12,984
-645
-5% -$15.3K 0.08% 135
2023
Q2 		$323K Buy
13,629
+48
+0.4% +$1.08K 0.08% 139
2023
Q1 		$307K Buy
13,581
+333
+3% +$7.67K 0.09% 144
2022
Q4 		$290K Buy
13,248
+1,494
+13% +$32.7K 0.08% 157
2022
Q3 		$254K Buy
11,754
+3
+0% +$67 0.08% 155
2022
Q2 		$246K Sell
11,751
-204
-2% -$4.71K 0.07% 156
2022
Q1 		$302K Buy
+11,955
New +$300K 0.07% 158
2021
Q4 		– Sell
-7,911
Closed -$202K – 188
2021
Q3 		$202K Sell
7,911
-99
-1% -$2.59K 0.05% 178
2021
Q2 		$209K Buy
+8,010
New +$207K 0.05% 177

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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Marietta Investment Partners's SCHM Position: Q2 2026 in Review

Marietta Investment Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.6% in Q2 2026, buying an estimated $3.96K and bringing the position to 7,307 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #151.

Marietta Investment Partners first reported a position in SCHM in Q2 2021 and has held it in 20 quarters since. The position peaked at $382K in Q1 2024. 990 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Marietta Investment Partners held 7,307 shares of Schwab US Mid-Cap ETF worth $269K as of Q2 2026.
  • Marietta Investment Partners bought 115 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $3.96K.
  • Schwab US Mid-Cap ETF made up 0.05% of Marietta Investment Partners's portfolio in Q2 2026, its #151 holding.
  • Marietta Investment Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Marietta Investment Partners's Schwab US Mid-Cap ETF position peaked at $382K in Q1 2024.
  • 990 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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