Oak Harbor Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Oak Harbor Wealth Partners’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	$48.3K	Hold	1,560	–	–	0.01%	224
2025 Q4	$46.9K	Hold	1,560	–	–	0.01%	223
2025 Q3	$46.2K	Hold	1,560	–	–	0.01%	222
2025 Q2	$43.8K	Hold	1,560	–	–	0.01%	217
2025 Q1	$40.9K	Hold	1,560	–	–	0.01%	223
2024 Q4	$43.2K	Sell	1,560 -105	-6%	-$2.99K	0.01%	199
2024 Q3	$46.1K	Hold	1,665	–	–	0.01%	192
2024 Q2	$43.2K	Sell	1,665 -108	-6%	-$2.83K	0.01%	189
2024 Q1	$48.1K	Sell	1,773 -1,335	-43%	-$34.1K	0.02%	194
2023 Q4	$78K	Buy	3,108 +1,443	+87%	+$33.1K	0.03%	179
2023 Q3	$37.6K	Sell	1,665 -864	-34%	-$20.5K	0.01%	193
2023 Q2	$59.9K	Buy	2,529 +864	+52%	+$19.5K	0.02%	191
2023 Q1	$37.7K	Sell	1,665 -135	-8%	-$3.11K	0.01%	191
2022 Q4	$39.4K	Hold	1,800	–	–	0.02%	186
2022 Q3	$36K	Buy	1,800 +1,215	+208%	+$27.1K	0.01%	180
2022 Q2	$12K	Hold	585	–	–	﹤0.01%	202
2022 Q1	$15K	Hold	585	–	–	﹤0.01%	211
2021 Q4	$16K	Buy	+585	New	+$15.6K	0.01%	218

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oak Harbor Wealth Partners's SCHM Position: Q1 2026 in Review

Oak Harbor Wealth Partners held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 1,560 shares worth $48.3K. The position accounts for 0.01% of the portfolio, ranked #224.

Oak Harbor Wealth Partners first reported a position in SCHM in Q4 2021 and has held it in 18 quarters since. The position peaked at $78K in Q4 2023. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Oak Harbor Wealth Partners held 1,560 shares of Schwab US Mid-Cap ETF worth $48.3K as of Q1 2026.
Oak Harbor Wealth Partners left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
Schwab US Mid-Cap ETF made up 0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #224 holding.
Oak Harbor Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Oak Harbor Wealth Partners's Schwab US Mid-Cap ETF position peaked at $78K in Q4 2023.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.