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

Peak Financial 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 		$14.5M Buy
393,869
+1,735
+0.4% +$59.7K 3.33% 7
2026
Q1 		$12.1M Sell
392,134
-116
-0% -$3.69K 3.08% 12
2025
Q4 		$11.8M Buy
392,250
+4,536
+1% +$135K 3.04% 12
2025
Q3 		$11.5M Buy
387,714
+3,001
+0.8% +$87.4K 3.04% 12
2025
Q2 		$10.8M Buy
384,713
+11,773
+3% +$311K 3.07% 11
2025
Q1 		$9.77M Buy
372,940
+3,735
+1% +$104K 2.93% 12
2024
Q4 		$10.2M Sell
369,205
-3,185
-0.9% -$90.8K 3.06% 9
2024
Q3 		$10.3M Buy
372,390
+3,228
+0.9% +$85.8K 3.03% 9
2024
Q2 		$9.58M Buy
369,162
+2,139
+0.6% +$56K 3% 8
2024
Q1 		$9.96M Sell
367,023
-1,068
-0.3% -$27.2K 3.16% 8
2023
Q4 		$9.24M Sell
368,091
-5,556
-1% -$127K 3.1% 9
2023
Q3 		$8.43M Buy
373,647
+6,015
+2% +$143K 3.07% 10
2023
Q2 		$8.7M Sell
367,632
-177
-0% -$3.99K 3.1% 11
2023
Q1 		$8.32M Buy
367,809
+801
+0.2% +$18.4K 3.09% 11
2022
Q4 		$8.03M Sell
367,008
-1,005
-0.3% -$22K 3.16% 9
2022
Q3 		$7.42M Sell
368,013
-9,930
-3% -$222K 3.1% 11
2022
Q2 		$7.9M Buy
377,943
+3,084
+0.8% +$71.2K 3.04% 12
2022
Q1 		$9.48M Sell
374,859
-1,758
-0.5% -$44.1K 3.18% 8
2021
Q4 		$10.1M Sell
376,617
-9,282
-2% -$248K 3.27% 10
2021
Q3 		$9.86M Buy
385,899
+3,846
+1% +$100K 3.34% 9
2021
Q2 		$9.97M Sell
382,053
-7,110
-2% -$184K 3.39% 9
2021
Q1 		$9.65M Sell
389,163
-26,085
-6% -$633K 3.5% 9
2020
Q4 		$9.44M Buy
415,248
+7,341
+2% +$153K 3.55% 9
2020
Q3 		$7.54M Buy
407,907
+1,317
+0.3% +$24.4K 3.26% 10
2020
Q2 		$7.13M Sell
406,590
-2,583
-0.6% -$42.1K 3.35% 10
2020
Q1 		$5.75M Buy
409,173
+39,942
+11% +$731K 2.94% 11
2019
Q4 		$7.4M Buy
369,231
+270
+0.1% +$5.23K 3.16% 9
2019
Q3 		$6.95M Buy
368,961
+6,612
+2% +$125K 3.09% 9
2019
Q2 		$6.89M Buy
362,349
+14,826
+4% +$277K 3.1% 9
2019
Q1 		$6.42M Buy
347,523
+326,163
+1,527% +$5.83M 2.95% 11
2018
Q4 		$341K Buy
+21,360
New +$373K 0.17% 45

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 $103B AUM 28.65% 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

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

Peak Financial Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.44% in Q2 2026, buying an estimated $59.7K and bringing the position to 393,869 shares worth $14.5M. The position accounts for 3.33% of the portfolio, ranked #7.

Peak Financial Management first reported a position in SCHM in Q4 2018 and has held it in 31 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Peak Financial Management held 393,869 shares of Schwab US Mid-Cap ETF worth $14.5M as of Q2 2026.
  • Peak Financial Management bought 1,735 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $59.7K.
  • Schwab US Mid-Cap ETF made up 3.33% of Peak Financial Management's portfolio in Q2 2026, its #7 holding.
  • Peak Financial Management first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.