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 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

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

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

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

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

TSWM

Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Meriwether Wealth & Planning's SCHM Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Schwab US Mid-Cap ETF (SCHM) stake by 24% in Q2 2026, buying an estimated $73.7K and bringing the position to 11,012 shares worth $406K. The position accounts for 0.2% of the portfolio, ranked #75.

Meriwether Wealth & Planning first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 211 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Meriwether Wealth & Planning held 11,012 shares of Schwab US Mid-Cap ETF worth $406K as of Q2 2026.
Meriwether Wealth & Planning bought 2,140 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $73.7K.
Schwab US Mid-Cap ETF made up 0.2% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #75 holding.
Meriwether Wealth & Planning first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
211 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.