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NewEdge Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

NewEdge 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
Q1 		$382K Sell
12,336
-255
-2% -$8.12K ﹤0.01% 897
2025
Q4 		$379K Sell
12,591
-1,545
-11% -$46.1K ﹤0.01% 946
2025
Q3 		$416K Sell
14,136
-345
-2% -$10K 0.01% 796
2025
Q2 		$411K Buy
+14,481
New +$382K 0.01% 757

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

NewEdge Wealth's SCHM Position: Q1 2026 in Review

NewEdge Wealth reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2% in Q1 2026, selling an estimated $8.12K and leaving 12,336 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

NewEdge Wealth first reported a position in SCHM in Q2 2025 and has held it in 4 quarters since. The position peaked at $416K in Q3 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • NewEdge Wealth held 12,336 shares of Schwab US Mid-Cap ETF worth $382K as of Q1 2026.
  • NewEdge Wealth sold 255 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $8.12K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #897 holding.
  • NewEdge Wealth first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • NewEdge Wealth's Schwab US Mid-Cap ETF position peaked at $416K in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.