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

Mission 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	$461K	Buy	14,881 +29	+0.2%	+$923	0.01%	517
2025 Q4	$447K	Sell	14,852 -3,321	-18%	-$99K	0.01%	513
2025 Q3	$539K	Sell	18,173 -514	-3%	-$15K	0.01%	470
2025 Q2	$524K	Buy	18,687 +41	+0.2%	+$1.08K	0.01%	464
2025 Q1	$489K	Buy	18,646 +9,159	+97%	+$255K	0.01%	454
2024 Q4	$263K	Buy	9,487 +43	+0.5%	+$1.23K	0.01%	568
2024 Q3	$262K	Buy	9,444 +15	+0.2%	+$399	0.01%	571
2024 Q2	$245K	Sell	9,429 -13,335	-59%	-$349K	0.01%	571
2024 Q1	$618K	Buy	+22,764	New	+$581K	0.02%	383

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Mission Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.2% in Q1 2026, buying an estimated $923 and bringing the position to 14,881 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #517.

Mission Wealth Management first reported a position in SCHM in Q1 2024 and has held it in 9 quarters since. The position peaked at $618K in Q1 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Mission Wealth Management held 14,881 shares of Schwab US Mid-Cap ETF worth $461K as of Q1 2026.
Mission Wealth Management bought 29 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $923.
Schwab US Mid-Cap ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #517 holding.
Mission Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Mission Wealth Management's Schwab US Mid-Cap ETF position peaked at $618K in Q1 2024.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.