PPS&V Asset Management Consultants’s Schwab US Mid-Cap ETF SCHM Stock Holding History

PPS&V Asset Management Consultants’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	$10M	Buy	271,989 +7,043	+3%	+$242K	5.41%	7
2026 Q1	$8.2M	Buy	264,946 +509	+0.2%	+$16.2K	5.01%	7
2025 Q4	$7.95M	Buy	264,437 +8,628	+3%	+$257K	4.62%	8
2025 Q3	$7.58M	Buy	255,809 +3,335	+1%	+$97.1K	4.38%	8
2025 Q2	$7.08M	Buy	252,474 +16,120	+7%	+$425K	4.47%	8
2025 Q1	$6.19M	Buy	236,354 +299	+0.1%	+$8.33K	4.49%	8
2024 Q4	$6.54M	Sell	236,055 -1,485	-0.6%	-$42.3K	4.42%	8
2024 Q3	$6.58M	Buy	237,540 +6,387	+3%	+$170K	4.51%	8
2024 Q2	$6M	Sell	231,153 -2,025	-0.9%	-$53K	4.3%	8
2024 Q1	$6.33M	Buy	233,178 +3,852	+2%	+$98.3K	4.66%	7
2023 Q4	$5.76M	Buy	229,326 +17,613	+8%	+$404K	4.41%	8
2023 Q3	$4.78M	Sell	211,713 -14,568	-6%	-$345K	4.12%	8
2023 Q2	$5.14M	Buy	226,281 +7,464	+3%	+$168K	4.16%	8
2023 Q1	$4.95M	Buy	218,817 +1,953	+0.9%	+$45K	4.25%	8
2022 Q4	$4.74M	Buy	+216,864	New	+$4.75M	4.52%	8

Other funds holding SCHM

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PPS&V Asset Management Consultants's SCHM Position: Q2 2026 in Review

PPS&V Asset Management Consultants increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.7% in Q2 2026, buying an estimated $242K and bringing the position to 271,989 shares worth $10M. The position accounts for 5.41% of the portfolio, ranked #7.

PPS&V Asset Management Consultants first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. 353 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

PPS&V Asset Management Consultants held 271,989 shares of Schwab US Mid-Cap ETF worth $10M as of Q2 2026.
PPS&V Asset Management Consultants bought 7,043 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $242K.
Schwab US Mid-Cap ETF made up 5.41% of PPS&V Asset Management Consultants's portfolio in Q2 2026, its #7 holding.
PPS&V Asset Management Consultants first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
353 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.