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 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

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

MBE Wealth Management's SCHM Position: Q2 2026 in Review

MBE Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 15% in Q2 2026, selling an estimated $65.7K and leaving 10,505 shares worth $387K. The position accounts for 0.14% of the portfolio, ranked #100.

MBE Wealth Management first reported a position in SCHM in Q4 2019 and has held it in 27 quarters since. The position peaked at $490K in Q4 2021. 519 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

MBE Wealth Management held 10,505 shares of Schwab US Mid-Cap ETF worth $387K as of Q2 2026.
MBE Wealth Management sold 1,910 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $65.7K.
Schwab US Mid-Cap ETF made up 0.14% of MBE Wealth Management's portfolio in Q2 2026, its #100 holding.
MBE Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
MBE Wealth Management's Schwab US Mid-Cap ETF position peaked at $490K in Q4 2021.
519 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.