MWM
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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
Q2 		$1.71M Buy
46,458
+31,577
+212% +$1.09M 0.02% 344
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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

Mission Wealth Management's SCHM Position: Q2 2026 in Review

Mission Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 212% in Q2 2026, buying an estimated $1.09M and bringing the position to 46,458 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #344.

Mission Wealth Management first reported a position in SCHM in Q1 2024 and has held it in 10 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Mission Wealth Management held 46,458 shares of Schwab US Mid-Cap ETF worth $1.71M as of Q2 2026.
  • Mission Wealth Management bought 31,577 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.09M.
  • Schwab US Mid-Cap ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #344 holding.
  • Mission Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.