POM Investment Strategies’s Schwab US Mid-Cap ETF SCHM Stock Holding History

POM Investment Strategies’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	$13.8K	Hold	375	–	–	0.02%	146
2026 Q1	$11.6K	Hold	375	–	–	0.01%	202
2025 Q4	$11.3K	Hold	375	–	–	0.01%	143
2025 Q3	$11.1K	Hold	375	–	–	0.01%	111
2025 Q2	$10.5K	Hold	375	–	–	0.01%	77
2025 Q1	$9.82K	Hold	375	–	–	0.01%	99
2024 Q4	$10.4K	Hold	375	–	–	0.01%	157
2024 Q3	$10.4K	Hold	375	–	–	0.01%	133
2024 Q2	$9.73K	Hold	375	–	–	0.01%	178
2024 Q1	$10.2K	Hold	375	–	–	0.01%	116
2023 Q4	$9.41K	Buy	+375	New	+$8.59K	0.01%	110

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 $103B AUM 28.65% 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

POM Investment Strategies's SCHM Position: Q2 2026 in Review

POM Investment Strategies held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 375 shares worth $13.8K. The position accounts for 0.02% of the portfolio, ranked #146.

POM Investment Strategies first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

POM Investment Strategies held 375 shares of Schwab US Mid-Cap ETF worth $13.8K as of Q2 2026.
POM Investment Strategies left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.02% of POM Investment Strategies's portfolio in Q2 2026, its #146 holding.
POM Investment Strategies first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.