PWM
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Parkshore Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Parkshore 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
Q1 		$534K Sell
17,260
-1,992
-10% -$63.4K 0.18% 44
2025
Q4 		$579K Buy
19,252
+82
+0.4% +$2.44K 0.22% 41
2025
Q3 		$568K Buy
19,170
+9
+0% +$262 0.23% 40
2025
Q2 		$537K Sell
19,161
-1,345
-7% -$35.5K 0.26% 40
2025
Q1 		$537K Buy
20,506
+7
+0% +$195 0.31% 37
2024
Q4 		$568K Buy
+20,499
New +$584K 0.34% 38

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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

Parkshore Wealth Management's SCHM Position: Q1 2026 in Review

Parkshore Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 10% in Q1 2026, selling an estimated $63.4K and leaving 17,260 shares worth $534K. The position accounts for 0.18% of the portfolio, ranked #44.

Parkshore Wealth Management first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $579K in Q4 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Parkshore Wealth Management held 17,260 shares of Schwab US Mid-Cap ETF worth $534K as of Q1 2026.
  • Parkshore Wealth Management sold 1,992 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $63.4K.
  • Schwab US Mid-Cap ETF made up 0.18% of Parkshore Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Parkshore Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Parkshore Wealth Management's Schwab US Mid-Cap ETF position peaked at $579K in Q4 2025.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Parkshore Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.