Princeton Global Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Princeton Global Asset 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	$328K	Buy	8,910 +1,154	+15%	+$39.7K	0.05%	171
2026 Q1	$240K	Sell	7,756 -26,580	-77%	-$846K	0.04%	181
2025 Q4	$1.03M	Sell	34,336 -119	-0.3%	-$3.55K	0.17%	97
2025 Q3	$1.02M	Buy	34,455 +830	+2%	+$24.2K	0.17%	99
2025 Q2	$943K	Buy	33,625 +2,011	+6%	+$53.1K	0.17%	98
2025 Q1	$828K	Buy	31,614 +178	+0.6%	+$4.96K	0.16%	107
2024 Q4	$871K	Buy	31,436 +68	+0.2%	+$1.94K	0.16%	104
2024 Q3	$869K	Buy	31,368 +204	+0.7%	+$5.42K	0.17%	100
2024 Q2	$809K	Buy	31,164 +828	+3%	+$21.7K	0.18%	89
2024 Q1	$823K	Buy	30,336 +1,218	+4%	+$31.1K	0.2%	88
2023 Q4	$731K	Sell	29,118 -648	-2%	-$14.8K	0.18%	91
2023 Q3	$672K	Sell	29,766 -1,869	-6%	-$44.3K	0.19%	94
2023 Q2	$749K	Buy	31,635 +36	+0.1%	+$811	0.22%	85
2023 Q1	$715K	Buy	31,599 +315	+1%	+$7.25K	0.21%	95
2022 Q4	$684K	Buy	31,284 +105	+0.3%	+$2.3K	0.22%	93
2022 Q3	$629K	Sell	31,179 -231	-0.7%	-$5.15K	0.22%	94
2022 Q2	$657K	Sell	31,410 -93	-0.3%	-$2.15K	0.21%	97
2022 Q1	$797K	Buy	31,503 +729	+2%	+$18.3K	0.22%	97
2021 Q4	$825K	Sell	30,774 -1,188	-4%	-$31.7K	0.23%	101
2021 Q3	$817K	Buy	31,962 +480	+2%	+$12.5K	0.25%	97
2021 Q2	$821K	Sell	31,482 -858	-3%	-$22.2K	0.25%	97
2021 Q1	$802K	Sell	32,340 -1,584	-5%	-$38.4K	0.26%	97
2020 Q4	$771K	Sell	33,924 -2,019	-6%	-$42.1K	0.27%	97
2020 Q3	$665K	Sell	35,943 -849	-2%	-$15.7K	0.27%	100
2020 Q2	$645K	Sell	36,792 -2,151	-6%	-$35.1K	0.2%	124
2020 Q1	$547K	Buy	38,943 +1,524	+4%	+$27.9K	0.24%	108
2019 Q4	$750K	Buy	37,419 +2,553	+7%	+$49.4K	0.3%	89
2019 Q3	$647K	Buy	34,866 +7,062	+25%	+$133K	0.37%	79
2019 Q2	$529K	Buy	27,804 +1,881	+7%	+$35.2K	0.32%	89
2019 Q1	$478K	Buy	25,923 +3,366	+15%	+$60.1K	0.33%	87
2018 Q4	$360K	Buy	+22,557	New	+$394K	0.32%	84

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

Princeton Global Asset Management's SCHM Position: Q2 2026 in Review

Princeton Global Asset Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 15% in Q2 2026, buying an estimated $39.7K and bringing the position to 8,910 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #171.

Princeton Global Asset Management first reported a position in SCHM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.03M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Princeton Global Asset Management held 8,910 shares of Schwab US Mid-Cap ETF worth $328K as of Q2 2026.
Princeton Global Asset Management bought 1,154 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $39.7K.
Schwab US Mid-Cap ETF made up 0.05% of Princeton Global Asset Management's portfolio in Q2 2026, its #171 holding.
Princeton Global Asset Management first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Princeton Global Asset Management's Schwab US Mid-Cap ETF position peaked at $1.03M in Q4 2025.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.