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

Simplicity Wealth’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	$12.8M	Buy	+348,047	New	+$12M	0.43%	55
2025 Q1	–	Sell	-9,158	Closed	-$254K	–	600
2024 Q4	$254K	Buy	+9,158	New	+$261K	0.05%	259
2024 Q3	–	Sell	-640,557	Closed	-$16.6M	–	1069
2024 Q2	$16.6M	Buy	640,557 +24,606	+4%	+$644K	0.38%	47
2024 Q1	$16.7M	Buy	615,951 +602,466	+4,468%	+$15.4M	0.4%	43
2023 Q4	$339K	Buy	+13,485	New	+$309K	0.13%	131
2022 Q4	–	Sell	-144,774	Closed	-$2.92M	–	77
2022 Q3	$2.92M	Sell	144,774 -4,851	-3%	-$108K	3.92%	5
2022 Q2	$3.13M	Sell	149,625 -89,499	-37%	-$2.07M	4.57%	5
2022 Q1	$6.05M	Sell	239,124 -83,574	-26%	-$2.09M	5.88%	2
2021 Q4	$8.65M	Buy	+322,698	New	+$8.61M	4.67%	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 $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

Simplicity Wealth's SCHM Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 348,047 shares worth $12.8M. The stake represents 0.43% of the portfolio and ranks #55 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in SCHM as recently as Q4 2024.

Simplicity Wealth first reported a position in SCHM in Q4 2021 and has held it in 9 quarters since. The position peaked at $16.7M in Q1 2024. 1,068 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Simplicity Wealth held 348,047 shares of Schwab US Mid-Cap ETF worth $12.8M as of Q2 2026.
Schwab US Mid-Cap ETF was a new Simplicity Wealth position in Q2 2026.
Schwab US Mid-Cap ETF made up 0.43% of Simplicity Wealth's portfolio in Q2 2026, its #55 holding.
Simplicity Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 9 quarters since.
Simplicity Wealth's Schwab US Mid-Cap ETF position peaked at $16.7M in Q1 2024.
1,068 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.