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MBM Wealth Consultants’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MBM Wealth Consultants’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
-21
Closed -$650 – 316
2026
Q1 		$650 Buy
+21
New +$669 ﹤0.01% 353

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MBM Wealth Consultants's SCHM Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 21 shares — an estimated $650 sold.

MBM Wealth Consultants first reported a position in SCHM in Q1 2026 and held it in 1 quarter. The position peaked at $650 in Q1 2026. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 21 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $650.
  • MBM Wealth Consultants first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and held it in 1 quarter.
  • MBM Wealth Consultants's Schwab US Mid-Cap ETF position peaked at $650 in Q1 2026.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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