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

Quadcap 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	$2.11M	Buy	57,098 +1,181	+2%	+$40.6K	0.2%	102
2026 Q1	$1.73M	Sell	55,917 -195	-0.3%	-$6.21K	0.2%	102
2025 Q4	$1.69M	Sell	56,112 -1,002	-2%	-$29.9K	0.19%	101
2025 Q3	$1.69M	Sell	57,114 -235	-0.4%	-$6.84K	0.2%	101
2025 Q2	$1.61M	Sell	57,349 -68	-0.1%	-$1.79K	0.2%	99
2025 Q1	$1.5M	Sell	57,417 -16,219	-22%	-$452K	0.22%	99
2024 Q4	$2.04M	Buy	73,636 +6,775	+10%	+$193K	0.3%	69
2024 Q3	$1.85M	Sell	66,861 -7,494	-10%	-$199K	0.29%	77
2024 Q2	$1.93M	Buy	+74,355	New	+$1.95M	0.35%	61

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 $104B AUM 28.3% 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

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

Quadcap Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.1% in Q2 2026, buying an estimated $40.6K and bringing the position to 57,098 shares worth $2.11M. The position accounts for 0.2% of the portfolio, ranked #102.

Quadcap Wealth Management first reported a position in SCHM in Q2 2024 and has held it in 9 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Quadcap Wealth Management held 57,098 shares of Schwab US Mid-Cap ETF worth $2.11M as of Q2 2026.
Quadcap Wealth Management bought 1,181 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $40.6K.
Schwab US Mid-Cap ETF made up 0.2% of Quadcap Wealth Management's portfolio in Q2 2026, its #102 holding.
Quadcap Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.