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

Osprey Private 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 		$232K Hold
7,503
– – 0.07% 76
2025
Q4 		$226K Hold
7,503
– – 0.06% 77
2025
Q3 		$222K Buy
+7,503
New +$218K 0.08% 60

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Financial Engines Advisors
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Creative Planning
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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

Osprey Private Wealth's SCHM Position: Q1 2026 in Review

Osprey Private Wealth held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 7,503 shares worth $232K. The position accounts for 0.07% of the portfolio, ranked #76.

Osprey Private Wealth first reported a position in SCHM in Q3 2025 and has held it in 3 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Osprey Private Wealth held 7,503 shares of Schwab US Mid-Cap ETF worth $232K as of Q1 2026.
  • Osprey Private Wealth left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
  • Schwab US Mid-Cap ETF made up 0.07% of Osprey Private Wealth's portfolio in Q1 2026, its #76 holding.
  • Osprey Private Wealth first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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