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

Prentice 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 		$3.92M Sell
106,234
-2,248
-2% -$77.4K 0.81% 22
2026
Q1 		$3.36M Sell
108,482
-495
-0.5% -$15.8K 0.76% 24
2025
Q4 		$3.28M Buy
108,977
+1,855
+2% +$55.3K 0.75% 22
2025
Q3 		$3.18M Buy
107,122
+6,310
+6% +$184K 0.78% 22
2025
Q2 		$2.83M Buy
100,812
+2,428
+2% +$64.1K 0.74% 23
2025
Q1 		$2.58M Buy
98,384
+7,620
+8% +$212K 0.74% 22
2024
Q4 		$2.52M Buy
90,764
+9,743
+12% +$278K 0.73% 22
2024
Q3 		$2.24M Buy
81,021
+11,571
+17% +$308K 0.67% 23
2024
Q2 		$1.8M Buy
69,450
+5,214
+8% +$136K 0.59% 27
2024
Q1 		$1.74M Buy
64,236
+11,004
+21% +$281K 0.61% 27
2023
Q4 		$1.34M Buy
53,232
+915
+2% +$21K 0.52% 26
2023
Q3 		$1.18M Buy
52,317
+1,524
+3% +$36.1K 0.53% 24
2023
Q2 		$1.2M Buy
50,793
+9,423
+23% +$212K 0.55% 25
2023
Q1 		$936K Buy
41,370
+5,946
+17% +$137K 0.45% 28
2022
Q4 		$775K Buy
35,424
+5,655
+19% +$124K 0.39% 28
2022
Q3 		$601K Buy
+29,769
New +$664K 0.33% 30
2021
Q3 		– Sell
-138
Closed -$4K – 355
2021
Q2 		$4K Buy
+138
New +$3.56K ﹤0.01% 279

Other funds holding SCHM

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
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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $504M AUM 28.13% 1-Year Est. Return

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

Prentice Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.1% in Q2 2026, selling an estimated $77.4K and leaving 106,234 shares worth $3.92M. The position accounts for 0.81% of the portfolio, ranked #22.

Prentice Wealth Management first reported a position in SCHM in Q2 2021 and has held it in 17 quarters since. 237 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Prentice Wealth Management held 106,234 shares of Schwab US Mid-Cap ETF worth $3.92M as of Q2 2026.
  • Prentice Wealth Management sold 2,248 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $77.4K.
  • Schwab US Mid-Cap ETF made up 0.81% of Prentice Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Prentice Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and has held it in 17 quarters since.
  • 237 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Prentice Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.