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

Reston 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	$7M	Buy	189,848 +4,659	+3%	+$160K	1.89%	11
2026 Q1	$5.73M	Sell	185,189 -21,704	-10%	-$691K	1.76%	11
2025 Q4	$6.22M	Buy	206,893 +4,404	+2%	+$131K	1.9%	10
2025 Q3	$6M	Buy	202,489 +19,490	+11%	+$567K	1.94%	10
2025 Q2	$5.13M	Buy	182,999 +15,020	+9%	+$396K	1.8%	10
2025 Q1	$4.4M	Buy	167,979 +11,168	+7%	+$311K	1.78%	10
2024 Q4	$4.35M	Buy	156,811 +15,604	+11%	+$445K	1.62%	11
2024 Q3	$3.91M	Buy	141,207 +6,852	+5%	+$182K	1.42%	11
2024 Q2	$3.49M	Sell	134,355 -2,274	-2%	-$59.5K	1.39%	11
2024 Q1	$3.71M	Buy	136,629 +9	+0%	+$230	1.51%	11
2023 Q4	$3.43M	Buy	136,620 +1,845	+1%	+$42.3K	1.57%	10
2023 Q3	$3.04M	Sell	134,775 -30,390	-18%	-$720K	1.54%	10
2023 Q2	$3.91M	Buy	165,165 +6,789	+4%	+$153K	1.86%	10
2023 Q1	$3.58M	Buy	158,376 +2,025	+1%	+$46.6K	1.87%	11
2022 Q4	$3.42M	Buy	156,351 +78,276	+100%	+$1.72M	1.89%	12
2022 Q3	$1.57M	Buy	78,075 +65,547	+523%	+$1.46M	0.94%	15
2022 Q2	$262K	Sell	12,528 -927	-7%	-$21.4K	0.15%	48
2022 Q1	$340K	Sell	13,455 -873	-6%	-$21.9K	0.17%	40
2021 Q4	$384K	Buy	14,328 +1,317	+10%	+$35.1K	0.19%	35
2021 Q3	$332K	Sell	13,011 -549	-4%	-$14.3K	0.17%	34
2021 Q2	$354K	Buy	13,560 +69	+0.5%	+$1.78K	0.18%	34
2021 Q1	$335K	Buy	13,491 +42	+0.3%	+$1.02K	0.18%	33
2020 Q4	$306K	Sell	13,449 -1,629	-11%	-$34K	0.17%	34
2020 Q3	$279K	Buy	15,078 +54	+0.4%	+$1K	0.18%	34
2020 Q2	$264K	Sell	15,024 -1,170	-7%	-$19.1K	0.18%	32
2020 Q1	$228K	Buy	16,194 +36	+0.2%	+$659	0.18%	39
2019 Q4	$324K	Sell	16,158 -1,623	-9%	-$31.4K	0.26%	34
2019 Q3	$335K	Sell	17,781 -1,134	-6%	-$21.4K	0.3%	30
2019 Q2	$360K	Hold	18,915	–	–	0.28%	33
2019 Q1	$358K	Sell	18,915 -5,715	-23%	-$102K	0.29%	33
2018 Q4	$394K	Buy	+24,630	New	+$430K	0.38%	27

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

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

Reston Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.5% in Q2 2026, buying an estimated $160K and bringing the position to 189,848 shares worth $7M. The position accounts for 1.89% of the portfolio, ranked #11.

Reston Wealth Management first reported a position in SCHM in Q4 2018 and has held it in 31 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Reston Wealth Management held 189,848 shares of Schwab US Mid-Cap ETF worth $7M as of Q2 2026.
Reston Wealth Management bought 4,659 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $160K.
Schwab US Mid-Cap ETF made up 1.89% of Reston Wealth Management's portfolio in Q2 2026, its #11 holding.
Reston Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.