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

Meridian Wealth Partners’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 		$7.21M Sell
233,042
-9,346
-4% -$298K 0.99% 21
2025
Q4 		$7.29M Sell
242,388
-23,125
-9% -$689K 1% 21
2025
Q3 		$7.87M Sell
265,513
-7,162
-3% -$208K 1.08% 21
2025
Q2 		$7.65M Buy
272,675
+7,858
+3% +$207K 1.11% 21
2025
Q1 		$6.94M Sell
264,817
-7,738
-3% -$215K 1.11% 21
2024
Q4 		$7.55M Sell
272,555
-2,752
-1% -$78.4K 1.15% 21
2024
Q3 		$7.63M Sell
275,307
-13,527
-5% -$360K 1.19% 20
2024
Q2 		$7.49M Buy
288,834
+207
+0.1% +$5.42K 1.32% 17
2024
Q1 		$7.83M Sell
288,627
-3,174
-1% -$81K 1.41% 15
2023
Q4 		$7.33M Sell
291,801
-3,147
-1% -$72.1K 1.4% 15
2023
Q3 		$6.65M Sell
294,948
-3,843
-1% -$91K 1.39% 15
2023
Q2 		$7.07M Sell
298,791
-5,463
-2% -$123K 1.45% 15
2023
Q1 		$6.88M Sell
304,254
-3,492
-1% -$80.4K 1.5% 15
2022
Q4 		$6.73M Sell
307,746
-2,115
-0.7% -$46.4K 1.56% 15
2022
Q3 		$6.25M Sell
309,861
-5,775
-2% -$129K 1.56% 15
2022
Q2 		$6.6M Sell
315,636
-26,445
-8% -$610K 1.57% 14
2022
Q1 		$8.65M Sell
342,081
-2,916
-0.8% -$73.1K 1.82% 12
2021
Q4 		$9.25M Sell
344,997
-10,554
-3% -$281K 1.85% 13
2021
Q3 		$9.09M Sell
355,551
-1,551
-0.4% -$40.5K 1.97% 12
2021
Q2 		$9.32M Sell
357,102
-8,412
-2% -$217K 2.18% 11
2021
Q1 		$9.07M Sell
365,514
-16,089
-4% -$390K 2.72% 10
2020
Q4 		$8.67M Sell
381,603
-4,293
-1% -$89.5K 3.58% 10
2020
Q3 		$7.14M Sell
385,896
-10,509
-3% -$195K 3.6% 10
2020
Q2 		$6.95M Sell
396,405
-21,447
-5% -$350K 3.74% 10
2020
Q1 		$5.87M Buy
417,852
+6,591
+2% +$121K 3.49% 8
2019
Q4 		$8.25M Buy
+411,261
New +$7.96M 5.14% 7

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 Partners's SCHM Position: Q1 2026 in Review

Meridian Wealth Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 3.9% in Q1 2026, selling an estimated $298K and leaving 233,042 shares worth $7.21M. The position accounts for 0.99% of the portfolio, ranked #21.

Meridian Wealth Partners first reported a position in SCHM in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.32M in Q2 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Meridian Wealth Partners held 233,042 shares of Schwab US Mid-Cap ETF worth $7.21M as of Q1 2026.
  • Meridian Wealth Partners sold 9,346 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $298K.
  • Schwab US Mid-Cap ETF made up 0.99% of Meridian Wealth Partners's portfolio in Q1 2026, its #21 holding.
  • Meridian Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Meridian Wealth Partners's Schwab US Mid-Cap ETF position peaked at $9.32M in Q2 2021.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.