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Patrick M. Sweeney & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Patrick M. Sweeney & Associates’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 		$518K Buy
14,057
+1,100
+8% +$37.9K 0.3% 84
2026
Q1 		$401K Buy
12,957
+226
+2% +$7.2K 0.26% 97
2025
Q4 		$383K Buy
12,731
+731
+6% +$21.8K 0.24% 99
2025
Q3 		$356K Buy
12,000
+601
+5% +$17.5K 0.23% 103
2025
Q2 		$327K Buy
11,399
+526
+5% +$13.9K 0.23% 111
2025
Q1 		$285K Buy
10,873
+1
+0% +$28 0.21% 117
2024
Q4 		$301K Buy
10,872
+180
+2% +$5.13K 0.23% 113
2024
Q3 		$296K Buy
10,692
+1,671
+19% +$44.4K 0.22% 116
2024
Q2 		$224K Buy
9,021
+960
+12% +$25.1K 0.18% 127
2024
Q1 		$219K Buy
+8,061
New +$206K 0.18% 130

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

Patrick M. Sweeney & Associates's SCHM Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Schwab US Mid-Cap ETF (SCHM) stake by 8.5% in Q2 2026, buying an estimated $37.9K and bringing the position to 14,057 shares worth $518K. The position accounts for 0.3% of the portfolio, ranked #84.

Patrick M. Sweeney & Associates first reported a position in SCHM in Q1 2024 and has held it in 10 quarters since. 1,072 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Patrick M. Sweeney & Associates held 14,057 shares of Schwab US Mid-Cap ETF worth $518K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 1,100 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $37.9K.
  • Schwab US Mid-Cap ETF made up 0.3% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #84 holding.
  • Patrick M. Sweeney & Associates first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.