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

Sculati 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 		$1.3M Sell
37,191
-297
-0.8% -$10.2K 0.43% 57
2026
Q1 		$1.16M Hold
37,488
– – 0.43% 63
2025
Q4 		$1.13M Sell
37,488
-466
-1% -$13.9K 0.4% 61
2025
Q3 		$1.12M Sell
37,954
-525
-1% -$15.3K 0.4% 66
2025
Q2 		$1.08M Sell
38,479
-9,140
-19% -$241K 0.41% 68
2025
Q1 		$1.25M Sell
47,619
-4,893
-9% -$136K 0.5% 52
2024
Q4 		$1.46M Sell
52,512
-1,095
-2% -$31.2K 0.58% 48
2024
Q3 		$1.48M Sell
53,607
-55,863
-51% -$1.49M 0.59% 46
2024
Q2 		$2.84M Sell
109,470
-99,762
-48% -$2.61M 1.21% 26
2024
Q1 		$5.68M Sell
209,232
-5,034
-2% -$128K 2.45% 9
2023
Q4 		$5.38M Sell
214,266
-2,877
-1% -$65.9K 2.51% 9
2023
Q3 		$4.9M Sell
217,143
-2,508
-1% -$59.4K 2.5% 7
2023
Q2 		$5.2M Sell
219,651
-840
-0.4% -$18.9K 2.62% 7
2023
Q1 		$4.99M Sell
220,491
-3,363
-2% -$77.4K 2.65% 7
2022
Q4 		$4.9M Buy
223,854
+1,674
+0.8% +$36.7K 2.75% 6
2022
Q3 		$4.48M Buy
222,180
+852
+0.4% +$19K 2.65% 7
2022
Q2 		$4.63M Buy
221,328
+249
+0.1% +$5.75K 2.64% 7
2022
Q1 		$5.59M Buy
221,079
+114
+0.1% +$2.86K 2.73% 8
2021
Q4 		$5.92M Sell
220,965
-1,074
-0.5% -$28.6K 2.86% 8
2021
Q3 		$5.67M Sell
222,039
-3,129
-1% -$81.8K 3.01% 7
2021
Q2 		$5.88M Sell
225,168
-3,348
-1% -$86.5K 3.11% 6
2021
Q1 		$5.67M Buy
228,516
+330
+0.1% +$8.01K 3.27% 4
2020
Q4 		$5.19M Sell
228,186
-597
-0.3% -$12.4K 3.41% 6
2020
Q3 		$4.23M Sell
228,783
-3,381
-1% -$62.6K 3.17% 7
2020
Q2 		$4.07M Sell
232,164
-10,080
-4% -$164K 3.43% 6
2020
Q1 		$3.4M Buy
242,244
+726
+0.3% +$13.3K 3.74% 4
2019
Q4 		$4.84M Buy
+241,518
New +$4.68M 4.34% 3

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 $104B AUM 28.3% 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

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

Sculati Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.79% in Q2 2026, selling an estimated $10.2K and leaving 37,191 shares worth $1.3M. The position accounts for 0.43% of the portfolio, ranked #57.

Sculati Wealth Management first reported a position in SCHM in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.92M in Q4 2021. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Sculati Wealth Management held 37,191 shares of Schwab US Mid-Cap ETF worth $1.3M as of Q2 2026.
  • Sculati Wealth Management sold 297 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $10.2K.
  • Schwab US Mid-Cap ETF made up 0.43% of Sculati Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Sculati Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Sculati Wealth Management's Schwab US Mid-Cap ETF position peaked at $5.92M in Q4 2021.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.