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

National Wealth Management Group’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	$1.04M	Buy	28,131 +201	+0.7%	+$6.92K	0.32%	75
2026 Q1	$865K	Sell	27,930 -386	-1%	-$12.3K	0.32%	73
2025 Q4	$851K	Sell	28,316 -802	-3%	-$23.9K	0.3%	82
2025 Q3	$863K	Buy	29,118 +1,017	+4%	+$29.6K	0.33%	68
2025 Q2	$788K	Sell	28,101 -611	-2%	-$16.1K	0.44%	48
2025 Q1	$752K	Sell	28,712 -2,781	-9%	-$77.4K	0.49%	46
2024 Q4	$873K	Sell	31,493 -826	-3%	-$23.5K	0.58%	40
2024 Q3	$895K	Buy	32,319 +6	+0%	+$160	0.61%	38
2024 Q2	$838K	Sell	32,313 -1,923	-6%	-$50.3K	0.64%	41
2024 Q1	$929K	Sell	34,236 -1,692	-5%	-$43.2K	0.72%	36
2023 Q4	$902K	Sell	35,928 -4,458	-11%	-$102K	0.87%	33
2023 Q3	$911K	Sell	40,386 -591	-1%	-$14K	0.99%	30
2023 Q2	$985K	Sell	40,977 -4,983	-11%	-$112K	1.02%	28
2023 Q1	$1.01M	Sell	45,960 -3,231	-7%	-$74.4K	1.16%	24
2022 Q4	$1.08M	Sell	49,191 -14,862	-23%	-$326K	1.29%	17
2022 Q3	$1.29M	Sell	64,053 -21,915	-25%	-$489K	1.68%	16
2022 Q2	$1.8M	Sell	85,968 -10,668	-11%	-$246K	2.27%	10
2022 Q1	$2.44M	Sell	96,636 -1,419	-1%	-$35.6K	2.36%	11
2021 Q4	$2.63M	Buy	+98,055	New	+$2.62M	2.46%	5

Other funds holding SCHM

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

National Wealth Management Group's SCHM Position: Q2 2026 in Review

National Wealth Management Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.72% in Q2 2026, buying an estimated $6.92K and bringing the position to 28,131 shares worth $1.04M. The position accounts for 0.32% of the portfolio, ranked #75.

National Wealth Management Group first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.63M in Q4 2021. 325 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

National Wealth Management Group held 28,131 shares of Schwab US Mid-Cap ETF worth $1.04M as of Q2 2026.
National Wealth Management Group bought 201 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $6.92K.
Schwab US Mid-Cap ETF made up 0.32% of National Wealth Management Group's portfolio in Q2 2026, its #75 holding.
National Wealth Management Group first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
National Wealth Management Group's Schwab US Mid-Cap ETF position peaked at $2.63M in Q4 2021.
325 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.