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

Prestige Wealth Management Group’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 Q1	$363K	Hold	11,737	–	–	0.07%	125
2025 Q4	$353K	Hold	11,737	–	–	0.07%	130
2025 Q3	$348K	Hold	11,737	–	–	0.07%	133
2025 Q2	$329K	Sell	11,737 -930	-7%	-$24.5K	0.07%	137
2025 Q1	$332K	Sell	12,667 -315	-2%	-$8.77K	0.07%	127
2024 Q4	$360K	Sell	12,982 -95	-0.7%	-$2.71K	0.07%	123
2024 Q3	$362K	Hold	13,077	–	–	0.07%	122
2024 Q2	$340K	Hold	13,077	–	–	0.07%	110
2024 Q1	$355K	Hold	13,077	–	–	0.08%	116
2023 Q4	$328K	Hold	13,077	–	–	0.07%	109
2023 Q3	$295K	Hold	13,077	–	–	0.07%	108
2023 Q2	$310K	Hold	13,077	–	–	0.07%	115
2023 Q1	$296K	Sell	13,077 -2,997	-19%	-$69K	0.07%	122
2022 Q4	$352K	Sell	16,074 -600	-4%	-$13.2K	0.09%	99
2022 Q3	$336K	Sell	16,674 -3	-0%	-$67	0.09%	101
2022 Q2	$349K	Sell	16,677 -660	-4%	-$15.2K	0.09%	100
2022 Q1	$438K	Sell	17,337 -315	-2%	-$7.9K	0.11%	91
2021 Q4	$473K	Sell	17,652 -300	-2%	-$8K	0.11%	78
2021 Q3	$459K	Buy	17,952 +900	+5%	+$23.5K	0.12%	72
2021 Q2	$445K	Sell	17,052 -900	-5%	-$23.2K	0.12%	69
2021 Q1	$445K	Sell	17,952 -639	-3%	-$15.5K	0.12%	68
2020 Q4	$423K	Hold	18,591	–	–	0.12%	78
2020 Q3	$344K	Sell	18,591 -44,277	-70%	-$820K	0.1%	86
2020 Q2	$1.1M	Buy	62,868 +1,563	+3%	+$25.5K	0.39%	28
2020 Q1	$861K	Sell	61,305 -4,263	-7%	-$78.1K	0.36%	30
2019 Q4	$1.31M	Sell	65,568 -282	-0.4%	-$5.46K	0.72%	23
2019 Q3	$1.24M	Buy	65,850 +4,179	+7%	+$79K	0.73%	22
2019 Q2	$1.17M	Sell	61,671 -26,271	-30%	-$491K	0.71%	21
2019 Q1	$1.62M	Sell	87,942 -10,098	-10%	-$180K	1%	17
2018 Q4	$1.57M	Buy	+98,040	New	+$1.71M	1.15%	17

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Prestige Wealth Management Group's SCHM Position: Q1 2026 in Review

Prestige Wealth Management Group held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 11,737 shares worth $363K. The position accounts for 0.07% of the portfolio, ranked #125.

Prestige Wealth Management Group first reported a position in SCHM in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.62M in Q1 2019. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Prestige Wealth Management Group held 11,737 shares of Schwab US Mid-Cap ETF worth $363K as of Q1 2026.
Prestige Wealth Management Group left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
Schwab US Mid-Cap ETF made up 0.07% of Prestige Wealth Management Group's portfolio in Q1 2026, its #125 holding.
Prestige Wealth Management Group first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Prestige Wealth Management Group's Schwab US Mid-Cap ETF position peaked at $1.62M in Q1 2019.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.