PSIWM
SCHM icon

Paradigm Strategies in Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Paradigm Strategies in 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
Q2 		$3.79M Buy
102,844
+2,666
+3% +$91.8K 2.31% 12
2026
Q1 		$3.1M Sell
100,178
-7,713
-7% -$246K 2.1% 12
2025
Q4 		$3.24M Sell
107,891
-4,355
-4% -$130K 2.13% 12
2025
Q3 		$3.33M Sell
112,246
-5,320
-5% -$155K 2.13% 12
2025
Q2 		$3.3M Sell
117,566
-578
-0.5% -$15.2K 2.16% 12
2025
Q1 		$3.1M Sell
118,144
-2,167
-2% -$60.3K 2.09% 13
2024
Q4 		$3.33M Sell
120,311
-3,895
-3% -$111K 2.2% 12
2024
Q3 		$3.44M Sell
124,206
-621
-0.5% -$16.5K 2.16% 12
2024
Q2 		$3.24M Sell
124,827
-15,039
-11% -$393K 1.99% 13
2024
Q1 		$3.8M Sell
139,866
-1,362
-1% -$34.7K 2.34% 11
2023
Q4 		$3.55M Sell
141,228
-1,509
-1% -$34.6K 2.33% 11
2023
Q3 		$3.22M Sell
142,737
-5,013
-3% -$119K 2.05% 13
2023
Q2 		$3.5M Buy
147,750
+15,612
+12% +$352K 2.37% 11
2023
Q1 		$2.99M Sell
132,138
-6,522
-5% -$150K 2.35% 12
2022
Q4 		$3.03M Sell
138,660
-600
-0.4% -$13.2K 2.7% 9
2022
Q3 		$2.81M Sell
139,260
-2,301
-2% -$51.3K 2.56% 10
2022
Q2 		$2.96M Sell
141,561
-1,824
-1% -$42.1K 3.22% 9
2022
Q1 		$3.63M Buy
143,385
+1,449
+1% +$36.3K 3.79% 8
2021
Q4 		$3.81M Sell
141,936
-2,142
-1% -$57.1K 3.85% 8
2021
Q3 		$3.68M Buy
144,078
+1,758
+1% +$45.9K 3.48% 8
2021
Q2 		$3.71M Sell
142,320
-7,476
-5% -$193K 3.34% 8
2021
Q1 		$3.72M Buy
+149,796
New +$3.63M 3.59% 6

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
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Paradigm Strategies in Wealth Management's SCHM Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.7% in Q2 2026, buying an estimated $91.8K and bringing the position to 102,844 shares worth $3.79M. The position accounts for 2.31% of the portfolio, ranked #12.

Paradigm Strategies in Wealth Management first reported a position in SCHM in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.81M in Q4 2021. 400 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Paradigm Strategies in Wealth Management held 102,844 shares of Schwab US Mid-Cap ETF worth $3.79M as of Q2 2026.
  • Paradigm Strategies in Wealth Management bought 2,666 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $91.8K.
  • Schwab US Mid-Cap ETF made up 2.31% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Paradigm Strategies in Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Paradigm Strategies in Wealth Management's Schwab US Mid-Cap ETF position peaked at $3.81M in Q4 2021.
  • 400 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.