PWM
SCHM icon

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

Peterson 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 		$227K Buy
7,338
+18
+0.2% +$573 0.13% 42
2025
Q4 		$220K Buy
7,320
+32
+0.4% +$954 0.16% 41
2025
Q3 		$216K Buy
7,288
+31
+0.4% +$902 0.15% 39
2025
Q2 		$204K Buy
+7,257
New +$191K 0.12% 40
2025
Q1 		– Sell
-7,257
Closed -$201K – 52
2024
Q4 		$201K Hold
7,257
– – 0.12% 50
2024
Q3 		$201K Buy
+7,257
New +$193K 0.13% 48

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

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

Peterson Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.25% in Q1 2026, buying an estimated $573 and bringing the position to 7,338 shares worth $227K. The position accounts for 0.13% of the portfolio, ranked #42.

Peterson Wealth Management first reported a position in SCHM in Q3 2024 and has held it in 6 quarters since. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Peterson Wealth Management held 7,338 shares of Schwab US Mid-Cap ETF worth $227K as of Q1 2026.
  • Peterson Wealth Management bought 18 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $573.
  • Schwab US Mid-Cap ETF made up 0.13% of Peterson Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Peterson Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 6 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.