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

Praetorian 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	$380K	Buy	10,301 +20	+0.2%	+$688	0.07%	64
2026 Q1	$334K	Sell	10,281 -1,244	-11%	-$39.6K	0.06%	63
2025 Q4	$347K	Hold	11,525	–	–	0.07%	62
2025 Q3	$342K	Sell	11,525 -80	-0.7%	-$2.33K	0.07%	54
2025 Q2	$326K	Buy	11,605 +532	+5%	+$14K	0.07%	40
2025 Q1	$290K	Sell	11,073 -72	-0.6%	-$2K	0.07%	51
2024 Q4	$309K	Buy	+11,145	New	+$318K	0.08%	50
2024 Q3	–	Sell	-13,908	Closed	-$361K	–	49
2024 Q2	$361K	Buy	+13,908	New	+$364K	0.09%	43
2024 Q1	–	Sell	-15,096	Closed	-$379K	–	47
2023 Q4	$379K	Buy	+15,096	New	+$346K	0.11%	42
2023 Q1	–	Sell	-16,245	Closed	-$355K	–	46
2022 Q4	$355K	Sell	16,245 -798	-5%	-$17.5K	0.13%	43
2022 Q3	$343K	Buy	+17,043	New	+$380K	0.13%	44
2021 Q4	–	Sell	-18,432	Closed	-$471K	–	46
2021 Q3	$471K	Sell	18,432 -18	-0.1%	-$470	0.16%	44
2021 Q2	$481K	Sell	18,450 -873	-5%	-$22.5K	0.16%	44
2021 Q1	$479K	Sell	19,323 -1,248	-6%	-$30.3K	0.17%	45
2020 Q4	$467K	Sell	20,571 -1,104	-5%	-$23K	0.18%	44
2020 Q3	$401K	Sell	21,675 -1,443	-6%	-$26.7K	0.18%	43
2020 Q2	$405K	Buy	+23,118	New	+$377K	0.2%	40

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

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

Praetorian Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.19% in Q2 2026, buying an estimated $688 and bringing the position to 10,301 shares worth $380K. The position accounts for 0.07% of the portfolio, ranked #64.

Praetorian Wealth Management first reported a position in SCHM in Q2 2020 and has held it in 17 quarters since. The position peaked at $481K in Q2 2021. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Praetorian Wealth Management held 10,301 shares of Schwab US Mid-Cap ETF worth $380K as of Q2 2026.
Praetorian Wealth Management bought 20 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $688.
Schwab US Mid-Cap ETF made up 0.07% of Praetorian Wealth Management's portfolio in Q2 2026, its #64 holding.
Praetorian Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and has held it in 17 quarters since.
Praetorian Wealth Management's Schwab US Mid-Cap ETF position peaked at $481K in Q2 2021.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Praetorian Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.