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

Modera 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	$24.6M	Sell	666,792 -30,599	-4%	-$1.05M	0.26%	71
2026 Q1	$21.6M	Sell	697,391 -31,518	-4%	-$1M	0.26%	73
2025 Q4	$21.9M	Sell	728,909 -22,035	-3%	-$657K	0.25%	74
2025 Q3	$22.3M	Sell	750,944 -41,816	-5%	-$1.22M	0.26%	76
2025 Q2	$22.2M	Sell	792,760 -48,653	-6%	-$1.28M	0.28%	72
2025 Q1	$22M	Sell	841,413 -69,881	-8%	-$1.95M	0.3%	73
2024 Q4	$25.3M	Sell	911,294 -17,371	-2%	-$495K	0.3%	66
2024 Q3	$25.7M	Sell	928,665 -17,973	-2%	-$478K	0.33%	68
2024 Q2	$24.6M	Sell	946,638 -11,868	-1%	-$311K	0.36%	62
2024 Q1	$26M	Sell	958,506 -16,821	-2%	-$429K	0.4%	61
2023 Q4	$24.5M	Sell	975,327 -21,897	-2%	-$502K	0.41%	60
2023 Q3	$22.5M	Sell	997,224 -39,963	-4%	-$947K	0.42%	60
2023 Q2	$24.6M	Buy	+1,037,187	New	+$23.4M	0.45%	58

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

Modera Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.4% in Q2 2026, selling an estimated $1.05M and leaving 666,792 shares worth $24.6M. The position accounts for 0.26% of the portfolio, ranked #71.

Modera Wealth Management first reported a position in SCHM in Q2 2023 and has held it in 13 quarters since. The position peaked at $26M in Q1 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Modera Wealth Management held 666,792 shares of Schwab US Mid-Cap ETF worth $24.6M as of Q2 2026.
Modera Wealth Management sold 30,599 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.05M.
Schwab US Mid-Cap ETF made up 0.26% of Modera Wealth Management's portfolio in Q2 2026, its #71 holding.
Modera Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Modera Wealth Management's Schwab US Mid-Cap ETF position peaked at $26M in Q1 2024.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.