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

Meridian 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
Q1 		$7.46M Sell
240,950
-119
-0% -$3.79K 0.26% 79
2025
Q4 		$7.25M Buy
241,069
+2,544
+1% +$75.8K 0.26% 77
2025
Q3 		$7.07M Sell
238,525
-6,240
-3% -$182K 0.27% 74
2025
Q2 		$6.87M Sell
244,765
-5,644
-2% -$149K 0.29% 75
2025
Q1 		$6.56M Sell
250,409
-3,601
-1% -$100K 0.32% 71
2024
Q4 		$7.04M Buy
254,010
+10,611
+4% +$302K 0.33% 63
2024
Q3 		$6.74M Buy
+243,399
New +$6.47M 0.33% 65
2024
Q1 		– Sell
-239,640
Closed -$6.02M – 454
2023
Q4 		$6.02M Sell
239,640
-243,468
-50% -$5.58M 0.38% 59
2023
Q3 		$10.9M Buy
483,108
+252,570
+110% +$5.98M 0.67% 28
2023
Q2 		$5.46M Buy
230,538
+5,718
+3% +$129K 0.46% 38
2023
Q1 		$5.08M Buy
224,820
+3,531
+2% +$81.3K 0.44% 41
2022
Q4 		$4.84M Buy
221,289
+1,755
+0.8% +$38.5K 0.47% 42
2022
Q3 		$4.43M Sell
219,534
-102,894
-32% -$2.3M 0.48% 42
2022
Q2 		$6.74M Buy
322,428
+264,657
+458% +$6.11M 0.55% 38
2022
Q1 		$1.46M Buy
57,771
+3,282
+6% +$82.3K 0.16% 117
2021
Q4 		$1.46M Sell
54,489
-672
-1% -$17.9K 0.16% 125
2021
Q3 		$1.41M Buy
55,161
+573
+1% +$15K 0.17% 116
2021
Q2 		$1.42M Sell
54,588
-1,704
-3% -$44K 0.18% 110
2021
Q1 		$1.4M Sell
56,292
-3,330
-6% -$80.8K 0.2% 98
2020
Q4 		$1.35M Sell
59,622
-849
-1% -$17.7K 0.22% 89
2020
Q3 		$1.12M Sell
60,471
-6,639
-10% -$123K 0.27% 74
2020
Q2 		$1.18M Sell
67,110
-486
-0.7% -$7.92K 0.39% 60
2020
Q1 		$949K Sell
67,596
-3,156
-4% -$57.8K 0.42% 51
2019
Q4 		$1.42M Buy
70,752
+309
+0.4% +$5.98K 0.68% 28
2019
Q3 		$1.33M Sell
70,443
-993
-1% -$18.8K 0.63% 27
2019
Q2 		$13.6K Sell
71,436
-6,966
-9% -$130K 0.55% 28
2019
Q1 		$1.45M Sell
78,402
-189
-0.2% -$3.38K 0.66% 30
2018
Q4 		$1.26M Buy
78,591
+6,348
+9% +$111K 0.74% 27
2018
Q3 		$1.39M Sell
72,243
-2,688
-4% -$51.2K 0.6% 36
2018
Q2 		$1.37M Sell
74,931
-300
-0.4% -$5.43K 0.65% 30
2018
Q1 		$1.33M Sell
75,231
-1,413
-2% -$25.4K 0.66% 30
2017
Q4 		$1.36M Buy
76,644
+14,895
+24% +$257K 0.84% 24
2017
Q3 		$1.04M Buy
61,749
+3,633
+6% +$59.1K 0.66% 29
2017
Q2 		$933K Sell
58,116
-1,725
-3% -$27.4K 0.59% 28
2017
Q1 		$944K Buy
59,841
+10,950
+22% +$171K 0.57% 38
2016
Q4 		$737K Buy
+48,891
New +$715K 0.58% 47

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Meridian Wealth Management's SCHM Position: Q1 2026 in Review

Meridian Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.05% in Q1 2026, selling an estimated $3.79K and leaving 240,950 shares worth $7.46M. The position accounts for 0.26% of the portfolio, ranked #79.

Meridian Wealth Management first reported a position in SCHM in Q4 2016 and has held it in 36 quarters since. The position peaked at $10.9M in Q3 2023. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Meridian Wealth Management held 240,950 shares of Schwab US Mid-Cap ETF worth $7.46M as of Q1 2026.
  • Meridian Wealth Management sold 119 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $3.79K.
  • Schwab US Mid-Cap ETF made up 0.26% of Meridian Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Meridian Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and has held it in 36 quarters since.
  • Meridian Wealth Management's Schwab US Mid-Cap ETF position peaked at $10.9M in Q3 2023.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.