SIMA Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

SIMA Wealth 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	$900K	Sell	24,418 -330	-1%	-$11.4K	0.64%	22
2026 Q1	$766K	Sell	24,748 -731	-3%	-$23.3K	0.58%	22
2025 Q4	$766K	Sell	25,479 -99	-0.4%	-$2.95K	0.58%	22
2025 Q3	$758K	Sell	25,578 -137	-0.5%	-$3.99K	0.58%	22
2025 Q2	$721K	Sell	25,715 -12,575	-33%	-$332K	0.58%	22
2025 Q1	$1M	Sell	38,290 -2,420	-6%	-$67.4K	0.83%	21
2024 Q4	$1.13M	Sell	40,710 -2,094	-5%	-$59.7K	0.96%	20
2024 Q3	$1.19M	Sell	42,804 -300	-0.7%	-$7.98K	1.03%	20
2024 Q2	$1.12M	Buy	+43,104	New	+$1.13M	1.07%	21

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

SIMA Wealth Partners's SCHM Position: Q2 2026 in Review

SIMA Wealth Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.3% in Q2 2026, selling an estimated $11.4K and leaving 24,418 shares worth $900K. The position accounts for 0.64% of the portfolio, ranked #22.

SIMA Wealth Partners first reported a position in SCHM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q3 2024. 1,062 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

SIMA Wealth Partners held 24,418 shares of Schwab US Mid-Cap ETF worth $900K as of Q2 2026.
SIMA Wealth Partners sold 330 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $11.4K.
Schwab US Mid-Cap ETF made up 0.64% of SIMA Wealth Partners's portfolio in Q2 2026, its #22 holding.
SIMA Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Schwab US Mid-Cap ETF position peaked at $1.19M in Q3 2024.
1,062 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.