Sherwood Financial Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sherwood Financial Partners’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	$18.2M	Sell	493,878 -1,665	-0.3%	-$57.3K	14.66%	4
2026 Q1	$15.3M	Sell	495,543 -22,325	-4%	-$711K	13.57%	4
2025 Q4	$15.6M	Buy	517,868 +837	+0.2%	+$25K	13.42%	4
2025 Q3	$15.3M	Sell	517,031 -3,015	-0.6%	-$87.8K	13.37%	4
2025 Q2	$14.6M	Buy	520,046 +10,011	+2%	+$264K	13.37%	4
2025 Q1	$13.4M	Buy	510,035 +8,454	+2%	+$235K	12.97%	4
2024 Q4	$13.9M	Buy	+501,581	New	+$14.3M	13.8%	4

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

Sherwood Financial Partners's SCHM Position: Q2 2026 in Review

Sherwood Financial Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.34% in Q2 2026, selling an estimated $57.3K and leaving 493,878 shares worth $18.2M. The position accounts for 14.66% of the portfolio, ranked #4.

Sherwood Financial Partners first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 1,062 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Sherwood Financial Partners held 493,878 shares of Schwab US Mid-Cap ETF worth $18.2M as of Q2 2026.
Sherwood Financial Partners sold 1,665 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $57.3K.
Schwab US Mid-Cap ETF made up 14.66% of Sherwood Financial Partners's portfolio in Q2 2026, its #4 holding.
Sherwood Financial Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,062 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Sherwood Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.