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

Perigon 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 		$4.14M Buy
133,843
+164
+0.1% +$5.22K 0.08% 246
2025
Q4 		$4.02M Sell
133,679
-293
-0.2% -$8.73K 0.07% 244
2025
Q3 		$3.97M Sell
133,972
-2,856
-2% -$83.1K 0.08% 233
2025
Q2 		$3.84M Buy
136,828
+19,592
+17% +$517K 0.09% 224
2025
Q1 		$3.07M Sell
117,236
-604
-0.5% -$16.8K 0.08% 245
2024
Q4 		$3.38M Sell
117,840
-564
-0.5% -$16.1K 0.08% 223
2024
Q3 		$3.28M Sell
118,404
-1,521
-1% -$40.4K 0.09% 215
2024
Q2 		$3.11M Sell
119,925
-261
-0.2% -$6.83K 0.09% 195
2024
Q1 		$3.26M Sell
120,186
-627
-0.5% -$16K 0.1% 189
2023
Q4 		$3.03M Buy
120,813
+408
+0.3% +$9.35K 0.1% 177
2023
Q3 		$2.72M Sell
120,405
-2,100
-2% -$49.8K 0.11% 172
2023
Q2 		$2.9M Sell
122,505
-258
-0.2% -$5.81K 0.11% 165
2023
Q1 		$2.78M Sell
122,763
-1,725
-1% -$39.7K 0.16% 131
2022
Q4 		$2.72M Buy
124,488
+303
+0.2% +$6.64K 0.17% 136
2022
Q3 		$2.51M Sell
124,185
-4,047
-3% -$90.3K 0.22% 98
2022
Q2 		$2.68M Sell
128,232
-903
-0.7% -$20.8K 0.22% 94
2022
Q1 		$3.27M Buy
129,135
+6,096
+5% +$153K 0.23% 84
2021
Q4 		$3.3M Buy
123,039
+24,861
+25% +$663K 0.24% 88
2021
Q3 		$2.51M Sell
98,178
-147
-0.1% -$3.84K 0.22% 94
2021
Q2 		$2.56M Buy
98,325
+6,135
+7% +$158K 0.23% 87
2021
Q1 		$2.29M Buy
92,190
+3,252
+4% +$78.9K 0.23% 91
2020
Q4 		$2.02M Buy
88,938
+1,350
+2% +$28.2K 0.23% 79
2020
Q3 		$1.62M Buy
87,588
+1,776
+2% +$32.9K 0.23% 84
2020
Q2 		$1.5M Buy
85,812
+3,126
+4% +$50.9K 0.24% 78
2020
Q1 		$1.27M Sell
82,686
-16,224
-16% -$297K 0.24% 84
2019
Q4 		$1.98M Buy
98,910
+76,461
+341% +$1.48M 0.4% 53
2019
Q3 		$422K Buy
22,449
+3
+0% +$57 0.1% 138
2019
Q2 		$427K Buy
22,446
+240
+1% +$4.49K 0.1% 137
2019
Q1 		$422K Buy
22,206
+792
+4% +$14.2K 0.1% 137
2018
Q4 		$375K Sell
21,414
-2,349
-10% -$41K 0.1% 146
2018
Q3 		$458K Sell
23,763
-14,355
-38% -$273K 0.11% 125
2018
Q2 		$697K Buy
38,118
+18,015
+90% +$326K 0.21% 100
2018
Q1 		$354K Buy
20,103
+1,932
+11% +$34.7K 0.13% 111
2017
Q4 		$323K Sell
18,171
-20,580
-53% -$355K 0.12% 99
2017
Q3 		$647K Buy
38,751
+2,673
+7% +$43.4K 0.21% 96
2017
Q2 		$579K Buy
36,078
+45
+0.1% +$715 0.13% 158
2017
Q1 		$568K Sell
36,033
-2,322
-6% -$36.2K 0.12% 168
2016
Q4 		$611K Buy
38,355
+696
+2% +$10.2K 0.13% 153
2016
Q3 		$546K Buy
37,659
+315
+0.8% +$4.55K 0.14% 143
2016
Q2 		$523K Buy
37,344
+1,791
+5% +$24.7K 0.14% 140
2016
Q1 		$481K Sell
35,553
-3,711
-9% -$46.8K 0.15% 109
2015
Q4 		$524K Sell
39,264
-99
-0.3% -$1.34K 0.14% 138
2015
Q3 		$511K Sell
39,363
-117
-0.3% -$1.63K 0.15% 134
2015
Q2 		$561K Buy
39,480
+8,355
+27% +$121K 0.15% 136
2015
Q1 		$448K Buy
31,125
+609
+2% +$8.5K 0.12% 149
2014
Q4 		$414K Sell
30,516
-144
-0.5% -$1.9K 0.12% 143
2014
Q3 		$396K Buy
30,660
+3,627
+13% +$48K 0.12% 138
2014
Q2 		$363K Buy
+27,033
New +$348K 0.1% 147

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

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

Perigon Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.12% in Q1 2026, buying an estimated $5.22K and bringing the position to 133,843 shares worth $4.14M. The position accounts for 0.08% of the portfolio, ranked #246.

Perigon Wealth Management first reported a position in SCHM in Q2 2014 and has held it in 48 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Perigon Wealth Management held 133,843 shares of Schwab US Mid-Cap ETF worth $4.14M as of Q1 2026.
  • Perigon Wealth Management bought 164 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $5.22K.
  • Schwab US Mid-Cap ETF made up 0.08% of Perigon Wealth Management's portfolio in Q1 2026, its #246 holding.
  • Perigon Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2014 and has held it in 48 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.