MSWM
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Mowery & Schoenfeld Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Buy
+1,632
New +$890K 1.46% 15

Other funds holding SMH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's SMH Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2026: 1,632 shares worth $1.07M. The stake represents 1.46% of the portfolio and ranks #15 among its holdings.

1,165 funds tracked by Wall St. Rank hold SMH as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 1,632 shares of VanEck Semiconductor ETF worth $1.07M as of Q2 2026.
  • VanEck Semiconductor ETF was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
  • VanEck Semiconductor ETF made up 1.46% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #15 holding.
  • 1,165 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.