MBE Wealth Management
SCHM icon

MBE Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MBE Wealth 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
Q3 		$348K Sell
10,227
-278
-3% -$9.8K 0.12% 117
2026
Q2 		$387K Sell
10,505
-1,910
-15% -$65.7K 0.14% 100
2026
Q1 		$384K Sell
12,415
-816
-6% -$26K 0.16% 90
2025
Q4 		$398K Hold
13,231
– – 0.17% 78
2025
Q3 		$392K Hold
13,231
– – 0.17% 75
2025
Q2 		$371K Sell
13,231
-1,836
-12% -$48.4K 0.16% 79
2025
Q1 		$395K Sell
15,067
-201
-1% -$5.6K 0.19% 69
2024
Q4 		$423K Sell
15,268
-203
-1% -$5.78K 0.24% 55
2024
Q3 		$428K Sell
15,471
-1,740
-10% -$46.3K 0.24% 57
2024
Q2 		$447K Sell
17,211
-702
-4% -$18.4K 0.27% 52
2024
Q1 		$486K Sell
17,913
-366
-2% -$9.34K 0.3% 50
2023
Q4 		$459K Sell
18,279
-45
-0.2% -$1.03K 0.23% 52
2023
Q3 		$413K Buy
18,324
+45
+0.2% +$1.07K 0.24% 49
2023
Q2 		$433K Hold
18,279
– – 0.23% 48
2023
Q1 		$413K Hold
18,279
– – 0.24% 45
2022
Q4 		$400K Hold
18,279
– – 0.26% 43
2022
Q3 		$369K Hold
18,279
– – 0.27% 34
2022
Q2 		$382K Hold
18,279
– – 0.27% 35
2022
Q1 		$462K Hold
18,279
– – 0.27% 33
2021
Q4 		$490K Sell
18,279
-219
-1% -$5.84K 0.25% 29
2021
Q3 		$473K Hold
18,498
– – 0.24% 30
2021
Q2 		$483K Sell
18,498
-300
-2% -$7.75K 0.25% 30
2021
Q1 		$466K Hold
18,798
– – 0.25% 35
2020
Q4 		$427K Buy
18,798
+36
+0.2% +$751 0.29% 36
2020
Q3 		$329K Hold
18,762
– – 0.28% 34
2020
Q2 		$329K Sell
18,762
-1,095
-6% -$17.8K 0.28% 34
2020
Q1 		$279K Buy
19,857
+9,594
+93% +$176K 0.27% 27
2019
Q4 		$205K Buy
+10,263
New +$199K 0.21% 41

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

MBE Wealth Management's SCHM Position: Q3 2026 in Review

MBE Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.6% in Q3 2026, selling an estimated $9.8K and leaving 10,227 shares worth $348K. The position accounts for 0.12% of the portfolio, ranked #117.

MBE Wealth Management first reported a position in SCHM in Q4 2019 and has held it in 28 quarters since. The position peaked at $490K in Q4 2021. 786 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • MBE Wealth Management held 10,227 shares of Schwab US Mid-Cap ETF worth $348K as of Q3 2026.
  • MBE Wealth Management sold 278 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $9.8K.
  • Schwab US Mid-Cap ETF made up 0.12% of MBE Wealth Management's portfolio in Q3 2026, its #117 holding.
  • MBE Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • MBE Wealth Management's Schwab US Mid-Cap ETF position peaked at $490K in Q4 2021.
  • 786 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.