Pacific Excel Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Pacific Excel Wealth Advisors’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	$1.11M	Buy	+30,143	New	+$1.04M	0.43%	55

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pacific Excel Wealth Advisors's SCHM Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 30,143 shares worth $1.11M. The stake represents 0.43% of the portfolio and ranks #55 among its holdings.

1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Pacific Excel Wealth Advisors held 30,143 shares of Schwab US Mid-Cap ETF worth $1.11M as of Q2 2026.
Schwab US Mid-Cap ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
Schwab US Mid-Cap ETF made up 0.43% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #55 holding.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.