Salomon & Ludwin’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Salomon & Ludwin’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	$11.2K	Hold	309	–	–	﹤0.01%	1536
2026 Q1	$9.7K	Hold	309	–	–	﹤0.01%	1529
2025 Q4	$9.54K	Hold	309	–	–	﹤0.01%	1463
2025 Q3	$9.28K	Hold	309	–	–	﹤0.01%	1367
2025 Q2	$8.82K	Hold	309	–	–	﹤0.01%	499
2025 Q1	$8.1K	Hold	309	–	–	﹤0.01%	475
2024 Q4	$8.56K	Hold	309	–	–	﹤0.01%	460
2024 Q3	$8.56K	Sell	309 -4,215	-93%	-$112K	﹤0.01%	476
2024 Q2	$117K	Hold	4,524	–	–	0.01%	177
2024 Q1	$123K	Buy	4,524 +4,215	+1,364%	+$108K	0.01%	228
2023 Q4	$6.97K	Hold	309	–	–	﹤0.01%	541
2023 Q3	$6.97K	Buy	+309	New	+$7.32K	﹤0.01%	539

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

Salomon & Ludwin's SCHM Position: Q2 2026 in Review

Salomon & Ludwin held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 309 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Salomon & Ludwin first reported a position in SCHM in Q3 2023 and has held it in 12 quarters since. The position peaked at $123K in Q1 2024. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Salomon & Ludwin held 309 shares of Schwab US Mid-Cap ETF worth $11.2K as of Q2 2026.
Salomon & Ludwin left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1536 holding.
Salomon & Ludwin first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's Schwab US Mid-Cap ETF position peaked at $123K in Q1 2024.
1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.