Peak Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Peak Asset 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	$266K	Buy	+7,212	New	+$248K	0.04%	163
2024 Q4	–	Sell	-8,367	Closed	-$232K	–	153
2024 Q3	$232K	Sell	8,367 -780	-9%	-$20.7K	0.04%	140
2024 Q2	$237K	Hold	9,147	–	–	0.05%	133
2024 Q1	$248K	Sell	9,147 -5,208	-36%	-$133K	0.05%	129
2023 Q4	$360K	Hold	14,355	–	–	0.08%	108
2023 Q3	$324K	Sell	14,355 -39	-0.3%	-$924	0.08%	108
2023 Q2	$341K	Buy	14,394 +780	+6%	+$17.6K	0.08%	110
2023 Q1	$308K	Hold	13,614	–	–	0.08%	116
2022 Q4	$298K	Buy	13,614 +228	+2%	+$5K	0.08%	109
2022 Q3	$270K	Hold	13,386	–	–	0.08%	108
2022 Q2	$280K	Hold	13,386	–	–	0.08%	111
2022 Q1	$338K	Sell	13,386 -2,250	-14%	-$56.4K	0.08%	105
2021 Q4	$419K	Sell	15,636 -129	-0.8%	-$3.44K	0.1%	98
2021 Q3	$403K	Sell	15,765 -285	-2%	-$7.45K	0.1%	99
2021 Q2	$419K	Hold	16,050	–	–	0.1%	100
2021 Q1	$398K	Hold	16,050	–	–	0.1%	107
2020 Q4	$365K	Hold	16,050	–	–	0.1%	105
2020 Q3	$297K	Sell	16,050 -1,620	-9%	-$30K	0.09%	104
2020 Q2	$310K	Sell	17,670 -35,694	-67%	-$582K	0.1%	96
2020 Q1	$750K	Sell	53,364 -11,265	-17%	-$206K	0.29%	54
2019 Q4	$1.3M	Sell	64,629 -627	-1%	-$12.1K	0.39%	48
2019 Q3	$1.23M	Sell	65,256 -5,829	-8%	-$110K	0.4%	49
2019 Q2	$1.35M	Buy	71,085 +4,923	+7%	+$92.1K	0.44%	46
2019 Q1	$1.22M	Sell	66,162 -2,115	-3%	-$37.8K	0.42%	50
2018 Q4	$1.09M	Buy	68,277 +16,299	+31%	+$285K	0.41%	50
2018 Q3	$1M	Buy	51,978 +7,110	+16%	+$135K	0.34%	55
2018 Q2	$821K	Buy	44,868 +14,037	+46%	+$254K	0.3%	57
2018 Q1	$543K	Buy	30,831 +8,556	+38%	+$154K	0.2%	73
2017 Q4	$396K	Buy	22,275 +9,645	+76%	+$166K	0.14%	88
2017 Q3	$211K	Buy	+12,630	New	+$205K	0.08%	138

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 $104B AUM 28.3% 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

Peak Asset Management's SCHM Position: Q2 2026 in Review

Peak Asset Management opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 7,212 shares worth $266K. The stake represents 0.04% of the portfolio and ranks #163 among its holdings. This is a return to the name: Peak Asset Management previously reported a position in SCHM as recently as Q3 2024.

Peak Asset Management first reported a position in SCHM in Q3 2017 and has held it in 30 quarters since. The position peaked at $1.35M in Q2 2019. 1,067 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Peak Asset Management held 7,212 shares of Schwab US Mid-Cap ETF worth $266K as of Q2 2026.
Schwab US Mid-Cap ETF was a new Peak Asset Management position in Q2 2026.
Schwab US Mid-Cap ETF made up 0.04% of Peak Asset Management's portfolio in Q2 2026, its #163 holding.
Peak Asset Management first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and has held it in 30 quarters since.
Peak Asset Management's Schwab US Mid-Cap ETF position peaked at $1.35M in Q2 2019.
1,067 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.