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Onyx Bridge Wealth Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Onyx Bridge Wealth 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 		$1.07M Sell
28,948
-78
-0.3% -$2.69K 0.1% 145
2026
Q1 		$899K Buy
29,026
+23
+0.1% +$732 0.1% 153
2025
Q4 		$872K Hold
29,003
– – 0.09% 149
2025
Q3 		$860K Buy
29,003
+2,155
+8% +$62.7K 0.09% 154
2025
Q2 		$753K Buy
26,848
+94
+0.4% +$2.48K 0.1% 141
2025
Q1 		$701K Sell
26,754
-3,234
-11% -$90.1K 0.1% 131
2024
Q4 		$831K Sell
29,988
-573
-2% -$16.3K 0.12% 114
2024
Q3 		$846K Buy
30,561
+189
+0.6% +$5.03K 0.13% 115
2024
Q2 		$788K Sell
30,372
-186
-0.6% -$4.87K 0.13% 111
2024
Q1 		$788K Sell
30,558
-1,203
-4% -$30.7K 0.14% 109
2023
Q4 		$797K Buy
31,761
+3,393
+12% +$77.7K 0.16% 98
2023
Q3 		$640K Buy
28,368
+2,115
+8% +$50.1K 0.15% 107
2023
Q2 		$622K Buy
26,253
+108
+0.4% +$2.43K 0.15% 110
2023
Q1 		$591K Buy
26,145
+438
+2% +$10.1K 0.24% 76
2022
Q4 		$577K Sell
25,707
-369
-1% -$8.09K 0.23% 68
2022
Q3 		$535K Buy
26,076
+156
+0.6% +$3.48K 0.24% 72
2022
Q2 		$572K Buy
25,920
+252
+1% +$5.82K 0.26% 54
2022
Q1 		$607K Sell
25,668
-19,410
-43% -$487K 0.23% 54
2021
Q4 		$1.22M Buy
45,078
+549
+1% +$14.6K 0.41% 28
2021
Q3 		$1.19M Sell
44,529
-132,765
-75% -$3.47M 0.45% 25
2021
Q2 		$4.48M Buy
177,294
+42,942
+32% +$1.11M 1.94% 11
2021
Q1 		$3.33M Buy
134,352
+102,780
+326% +$2.49M 1.67% 13
2020
Q4 		$718K Buy
+31,572
New +$658K 0.47% 26

Other funds holding SCHM

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
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
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
IA
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

Onyx Bridge Wealth Group's SCHM Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.27% in Q2 2026, selling an estimated $2.69K and leaving 28,948 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #145.

Onyx Bridge Wealth Group first reported a position in SCHM in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.48M in Q2 2021. 342 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Onyx Bridge Wealth Group held 28,948 shares of Schwab US Mid-Cap ETF worth $1.07M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 78 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $2.69K.
  • Schwab US Mid-Cap ETF made up 0.1% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #145 holding.
  • Onyx Bridge Wealth Group first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Onyx Bridge Wealth Group's Schwab US Mid-Cap ETF position peaked at $4.48M in Q2 2021.
  • 342 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.