MassMutual Private Wealth & Trust’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MassMutual Private Wealth & Trust’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	–	Sell	-300	Closed	-$9.29K	–	2485
2026 Q1	$9.29K	Buy	+300	New	+$9.55K	﹤0.01%	1395
2025 Q1	–	Sell	-1,476	Closed	-$40.9K	–	2472
2024 Q4	$40.9K	Hold	1,476	–	–	﹤0.01%	801
2024 Q3	$40.9K	Buy	+1,476	New	+$39.3K	﹤0.01%	708
2019 Q4	–	Sell	-471	Closed	-$9K	–	882
2019 Q3	$9K	Buy	+471	New	+$8.9K	﹤0.01%	612

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

MassMutual Private Wealth & Trust's SCHM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 300 shares — an estimated $9.29K sold.

MassMutual Private Wealth & Trust first reported a position in SCHM in Q3 2019 and held it in 4 quarters. The position peaked at $40.9K in Q4 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

MassMutual Private Wealth & Trust reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 300 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $9.29K.
MassMutual Private Wealth & Trust first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and held it in 4 quarters.
MassMutual Private Wealth & Trust's Schwab US Mid-Cap ETF position peaked at $40.9K in Q4 2024.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.