Oakwell Private Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Oakwell Private Wealth Management’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	$361K	Sell	11,655 -6,408	-35%	-$204K	0.06%	63
2025 Q4	$543K	Hold	18,063	–	–	0.1%	56
2025 Q3	$535K	Hold	18,063	–	–	0.11%	56
2025 Q2	$507K	Hold	18,063	–	–	0.12%	51
2025 Q1	$473K	Hold	18,063	–	–	0.13%	50
2024 Q4	$501K	Sell	18,063 -978	-5%	-$27.9K	0.14%	45
2024 Q3	$527K	Sell	19,041 -1,353	-7%	-$36K	0.15%	43
2024 Q2	$529K	Hold	20,394	–	–	0.15%	47
2024 Q1	$554K	Sell	20,394 -9	-0%	-$230	0.17%	42
2023 Q4	$512K	Hold	20,403	–	–	0.18%	41
2023 Q3	$460K	Hold	20,403	–	–	0.2%	41
2023 Q2	$483K	Sell	20,403 -756	-4%	-$17K	0.2%	40
2023 Q1	$479K	Hold	21,159	–	–	0.22%	41
2022 Q4	$463K	Hold	21,159	–	–	0.22%	40
2022 Q3	$427K	Hold	21,159	–	–	0.24%	40
2022 Q2	$442K	Sell	21,159 -1,041	-5%	-$24K	0.25%	40
2022 Q1	$561K	Hold	22,200	–	–	0.28%	38
2021 Q4	$595K	Sell	22,200 -114	-0.5%	-$3.04K	0.3%	36
2021 Q3	$570K	Sell	22,314 -4,932	-18%	-$129K	0.31%	33
2021 Q2	$711K	Hold	27,246	–	–	0.46%	35
2021 Q1	$676K	Hold	27,246	–	–	0.48%	32
2020 Q4	$619K	Buy	+27,246	New	+$568K	0.49%	34

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

Oakwell Private Wealth Management's SCHM Position: Q1 2026 in Review

Oakwell Private Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 35% in Q1 2026, selling an estimated $204K and leaving 11,655 shares worth $361K. The position accounts for 0.06% of the portfolio, ranked #63.

Oakwell Private Wealth Management first reported a position in SCHM in Q4 2020 and has held it in 22 quarters since. The position peaked at $711K in Q2 2021. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Oakwell Private Wealth Management held 11,655 shares of Schwab US Mid-Cap ETF worth $361K as of Q1 2026.
Oakwell Private Wealth Management sold 6,408 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $204K.
Schwab US Mid-Cap ETF made up 0.06% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #63 holding.
Oakwell Private Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Oakwell Private Wealth Management's Schwab US Mid-Cap ETF position peaked at $711K in Q2 2021.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.