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&Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

&Partners’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 		$2.02M Buy
54,701
+29,867
+120% +$1.03M 0.01% 1026
2026
Q1 		$769K Buy
24,834
+8,896
+56% +$283K ﹤0.01% 1449
2025
Q4 		$485K Buy
15,938
+7,032
+79% +$210K ﹤0.01% 1625
2025
Q3 		$264K Sell
8,906
-656
-7% -$19.1K ﹤0.01% 1823
2025
Q2 		$268K Sell
9,562
-4,771
-33% -$126K ﹤0.01% 1680
2025
Q1 		$375K Sell
14,333
-2,931
-17% -$81.6K ﹤0.01% 1287
2024
Q4 		$484K Buy
17,264
+1,979
+13% +$56.4K 0.01% 1085
2024
Q3 		$423K Buy
15,285
+2,985
+24% +$79.4K 0.01% 942
2024
Q2 		$319K Buy
12,300
+2,043
+20% +$53.5K 0.01% 688
2024
Q1 		$279K Buy
+10,257
New +$262K 0.04% 384

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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

&Partners's SCHM Position: Q2 2026 in Review

&Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 120% in Q2 2026, buying an estimated $1.03M and bringing the position to 54,701 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #1026.

&Partners first reported a position in SCHM in Q1 2024 and has held it in 10 quarters since. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • &Partners held 54,701 shares of Schwab US Mid-Cap ETF worth $2.02M as of Q2 2026.
  • &Partners bought 29,867 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.03M.
  • Schwab US Mid-Cap ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1026 holding.
  • &Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.