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

Modern 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 		$4.98M Sell
135,172
-50,978
-27% -$1.75M 0.06% 260
2026
Q1 		$5.82M Sell
186,150
-494
-0.3% -$15.7K 0.1% 185
2025
Q4 		$5.61M Buy
186,644
+57,487
+45% +$1.71M 0.1% 178
2025
Q3 		$3.83M Buy
+129,157
New +$3.76M 0.08% 208

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

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

Modern Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 27% in Q2 2026, selling an estimated $1.75M and leaving 135,172 shares worth $4.98M. The position accounts for 0.06% of the portfolio, ranked #260.

Modern Wealth Management first reported a position in SCHM in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.82M in Q1 2026. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Modern Wealth Management held 135,172 shares of Schwab US Mid-Cap ETF worth $4.98M as of Q2 2026.
  • Modern Wealth Management sold 50,978 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.75M.
  • Schwab US Mid-Cap ETF made up 0.06% of Modern Wealth Management's portfolio in Q2 2026, its #260 holding.
  • Modern Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's Schwab US Mid-Cap ETF position peaked at $5.82M in Q1 2026.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.