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 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 Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Perissos Private Wealth Management's SCHM Position: Q1 2026 in Review

Perissos Private Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.05% in Q1 2026, buying an estimated $287 and bringing the position to 16,902 shares worth $523K. The position accounts for 0.45% of the portfolio, ranked #43.

Perissos Private Wealth Management first reported a position in SCHM in Q1 2024 and has held it in 9 quarters since. The position peaked at $608K in Q1 2024. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Perissos Private Wealth Management held 16,902 shares of Schwab US Mid-Cap ETF worth $523K as of Q1 2026.
Perissos Private Wealth Management bought 9 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $287.
Schwab US Mid-Cap ETF made up 0.45% of Perissos Private Wealth Management's portfolio in Q1 2026, its #43 holding.
Perissos Private Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Perissos Private Wealth Management's Schwab US Mid-Cap ETF position peaked at $608K in Q1 2024.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.