Morton Brown Family Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Morton Brown Family Wealth’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	$106K	Hold	2,880	–	–	0.02%	91
2026 Q1	$89.2K	Hold	2,880	–	–	0.02%	91
2025 Q4	$86.6K	Hold	2,880	–	–	0.02%	89
2025 Q3	$85.4K	Hold	2,880	–	–	0.02%	89
2025 Q2	$80.8K	Hold	2,880	–	–	0.02%	90
2025 Q1	$75.5K	Hold	2,880	–	–	0.03%	88
2024 Q4	$79.8K	Hold	2,880	–	–	0.03%	92
2024 Q3	$79.8K	Hold	2,880	–	–	0.03%	80
2024 Q2	$76.9K	Hold	2,880	–	–	0.03%	78
2024 Q1	$78.2K	Hold	2,880	–	–	0.03%	76
2023 Q4	$72.3K	Buy	+2,880	New	+$66K	0.03%	83

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

Morton Brown Family Wealth's SCHM Position: Q2 2026 in Review

Morton Brown Family Wealth held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 2,880 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #91.

Morton Brown Family Wealth first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Morton Brown Family Wealth held 2,880 shares of Schwab US Mid-Cap ETF worth $106K as of Q2 2026.
Morton Brown Family Wealth left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #91 holding.
Morton Brown Family Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.