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

Private Wealth 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 		$62.7K Hold
1,700
– – 0.01% 401
2026
Q1 		$52.6K Buy
1,700
+1,141
+204% +$36.3K 0.01% 422
2025
Q4 		$16.8K Sell
559
-204
-27% -$6.08K ﹤0.01% 584
2025
Q3 		$22.6K Hold
763
– – ﹤0.01% 508
2025
Q2 		$21.4K Buy
+763
New +$20.1K ﹤0.01% 531

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Private Wealth Asset Management's SCHM Position: Q2 2026 in Review

Private Wealth Asset Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 1,700 shares worth $62.7K. The position accounts for 0.01% of the portfolio, ranked #401.

Private Wealth Asset Management first reported a position in SCHM in Q2 2025 and has held it in 5 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Private Wealth Asset Management held 1,700 shares of Schwab US Mid-Cap ETF worth $62.7K as of Q2 2026.
  • Private Wealth Asset Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #401 holding.
  • Private Wealth Asset Management first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.