OHWP
SCHM icon

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
Q2 		$17.7K Sell
480
-1,080
-69% -$37.2K 0.01% 195
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oak Harbor Wealth Partners's SCHM Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 69% in Q2 2026, selling an estimated $37.2K and leaving 480 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #195.

Oak Harbor Wealth Partners first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. The position peaked at $78K in Q4 2023. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Oak Harbor Wealth Partners held 480 shares of Schwab US Mid-Cap ETF worth $17.7K as of Q2 2026.
  • Oak Harbor Wealth Partners sold 1,080 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $37.2K.
  • Schwab US Mid-Cap ETF made up 0.01% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #195 holding.
  • Oak Harbor Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Oak Harbor Wealth Partners's Schwab US Mid-Cap ETF position peaked at $78K in Q4 2023.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.