Meriwether Wealth & Planning’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Meriwether Wealth & Planning’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	$329K	Sell	9,662 -1,350	-12%	-$47.8K	0.15%	86
2026 Q2	$406K	Buy	11,012 +2,140	+24%	+$73.7K	0.2%	75
2026 Q1	$275K	Buy	8,872 +282	+3%	+$8.98K	0.15%	93
2025 Q4	$258K	Buy	8,590 +355	+4%	+$10.6K	0.15%	97
2025 Q3	$244K	Buy	8,235 +389	+5%	+$11.3K	0.14%	107
2025 Q2	$220K	Buy	7,846 +112	+1%	+$2.96K	0.14%	116
2025 Q1	$203K	Buy	7,734 +78	+1%	+$2.17K	0.13%	119
2024 Q4	$212K	Buy	+7,656	New	+$218K	0.15%	109

Other funds holding SCHM

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Meriwether Wealth & Planning's SCHM Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q3 2026, selling an estimated $47.8K and leaving 9,662 shares worth $329K. The position accounts for 0.15% of the portfolio, ranked #86.

Meriwether Wealth & Planning first reported a position in SCHM in Q4 2024 and has held it in 8 quarters since. The position peaked at $406K in Q2 2026. 350 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Meriwether Wealth & Planning held 9,662 shares of Schwab US Mid-Cap ETF worth $329K as of Q3 2026.
Meriwether Wealth & Planning sold 1,350 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $47.8K.
Schwab US Mid-Cap ETF made up 0.15% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #86 holding.
Meriwether Wealth & Planning first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Schwab US Mid-Cap ETF position peaked at $406K in Q2 2026.
350 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.