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Principle Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Principle Wealth Partners’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 		$302K Buy
+8,178
New +$281K 0.01% 331
2020
Q3 		– Sell
-918
Closed -$16K – 375
2020
Q2 		$16K Buy
+918
New +$15K ﹤0.01% 372

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Principle Wealth Partners's SCHM Position: Q2 2026 in Review

Principle Wealth Partners opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 8,178 shares worth $302K. The stake represents 0.01% of the portfolio and ranks #331 among its holdings. This is a return to the name: Principle Wealth Partners previously reported a position in SCHM as recently as Q2 2020.

Principle Wealth Partners first reported a position in SCHM in Q2 2020 and has held it in 2 quarters since. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Principle Wealth Partners held 8,178 shares of Schwab US Mid-Cap ETF worth $302K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Principle Wealth Partners position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #331 holding.
  • Principle Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and has held it in 2 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.