SWM
SCHM icon

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

SHP 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
Q1 		$173K Buy
5,601
+10
+0.2% +$318 0.01% 292
2025
Q4 		$168K Buy
+5,591
New +$167K 0.01% 276

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

SHP Wealth Management's SCHM Position: Q1 2026 in Review

SHP Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.18% in Q1 2026, buying an estimated $318 and bringing the position to 5,601 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #292.

SHP Wealth Management first reported a position in SCHM in Q4 2025 and has held it in 2 quarters since. 1,016 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • SHP Wealth Management held 5,601 shares of Schwab US Mid-Cap ETF worth $173K as of Q1 2026.
  • SHP Wealth Management bought 10 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $318.
  • Schwab US Mid-Cap ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #292 holding.
  • SHP Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.