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Monetary Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Monetary Solutions’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 		$10.3M Sell
278,509
-21,730
-7% -$748K 8.84% 2
2026
Q1 		$9.3M Sell
300,239
-4,093
-1% -$130K 8.98% 2
2025
Q4 		$9.15M Buy
+304,332
New +$9.07M 9.01% 2

Other funds holding SCHM

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
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Monetary Solutions's SCHM Position: Q2 2026 in Review

Monetary Solutions reduced its Schwab US Mid-Cap ETF (SCHM) stake by 7.2% in Q2 2026, selling an estimated $748K and leaving 278,509 shares worth $10.3M. The position accounts for 8.84% of the portfolio, ranked #2.

Monetary Solutions first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 936 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Monetary Solutions held 278,509 shares of Schwab US Mid-Cap ETF worth $10.3M as of Q2 2026.
  • Monetary Solutions sold 21,730 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $748K.
  • Schwab US Mid-Cap ETF made up 8.84% of Monetary Solutions's portfolio in Q2 2026, its #2 holding.
  • Monetary Solutions first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 936 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.