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 Q2	$271K	Buy	7,360 +22	+0.3%	+$757	0.13%	39
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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Peterson Wealth Management's SCHM Position: Q2 2026 in Review

Peterson Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.3% in Q2 2026, buying an estimated $757 and bringing the position to 7,360 shares worth $271K. The position accounts for 0.13% of the portfolio, ranked #39.

Peterson Wealth Management first reported a position in SCHM in Q3 2024 and has held it in 7 quarters since. 1,070 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Peterson Wealth Management held 7,360 shares of Schwab US Mid-Cap ETF worth $271K as of Q2 2026.
Peterson Wealth Management bought 22 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $757.
Schwab US Mid-Cap ETF made up 0.13% of Peterson Wealth Management's portfolio in Q2 2026, its #39 holding.
Peterson Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
1,070 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.