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

Perissos Private 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
Q2 		$631K Buy
17,113
+211
+1% +$7.26K 0.43% 46
2026
Q1 		$523K Buy
16,902
+9
+0.1% +$287 0.45% 43
2025
Q4 		$508K Buy
16,893
+20
+0.1% +$596 0.44% 47
2025
Q3 		$500K Buy
16,873
+19
+0.1% +$553 0.36% 48
2025
Q2 		$473K Buy
16,854
+16
+0.1% +$422 0.37% 48
2025
Q1 		$441K Buy
16,838
+13
+0.1% +$362 0.4% 48
2024
Q4 		$466K Buy
16,825
+16
+0.1% +$456 0.35% 56
2024
Q3 		$466K Sell
16,809
-21
-0.1% -$558 0.37% 55
2024
Q2 		$437K Sell
16,830
-5,559
-25% -$145K 0.39% 53
2024
Q1 		$608K Buy
+22,389
New +$571K 0.55% 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 $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

Perissos Private Wealth Management's SCHM Position: Q2 2026 in Review

Perissos Private Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.2% in Q2 2026, buying an estimated $7.26K and bringing the position to 17,113 shares worth $631K. The position accounts for 0.43% of the portfolio, ranked #46.

Perissos Private Wealth Management 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.

  • Perissos Private Wealth Management held 17,113 shares of Schwab US Mid-Cap ETF worth $631K as of Q2 2026.
  • Perissos Private Wealth Management bought 211 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $7.26K.
  • Schwab US Mid-Cap ETF made up 0.43% of Perissos Private Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Perissos Private Wealth Management 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 Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.