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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
Q2 		$277K Hold
7,503
– – 0.07% 81
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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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

Osprey Private Wealth's SCHM Position: Q2 2026 in Review

Osprey Private Wealth held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 7,503 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #81.

Osprey Private Wealth first reported a position in SCHM in Q3 2025 and has held it in 4 quarters since. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Osprey Private Wealth held 7,503 shares of Schwab US Mid-Cap ETF worth $277K as of Q2 2026.
  • Osprey Private Wealth left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.07% of Osprey Private Wealth's portfolio in Q2 2026, its #81 holding.
  • Osprey Private Wealth first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Osprey Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.