Single Point Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Single Point 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	$1.53M	Buy	41,502 +193	+0.5%	+$6.64K	0.27%	30
2026 Q1	$1.28M	Buy	41,309 +842	+2%	+$26.8K	0.25%	30
2025 Q4	$1.22M	Buy	40,467 +946	+2%	+$28.2K	0.24%	35
2025 Q3	$1.17M	Buy	39,521 +26	+0.1%	+$757	0.24%	34
2025 Q2	$1.11M	Buy	39,495 +3,761	+11%	+$99.2K	0.24%	35
2025 Q1	$936K	Sell	35,734 -31	-0.1%	-$863	0.22%	37
2024 Q4	$991K	Buy	+35,765	New	+$1.02M	0.23%	35
2024 Q2	–	Sell	-132,576	Closed	-$3.6M	–	64
2024 Q1	$3.6M	Sell	132,576 -966	-0.7%	-$24.6K	0.84%	21
2023 Q4	$3.35M	Buy	133,542 +17,658	+15%	+$405K	0.84%	23
2023 Q3	$2.61M	Buy	+115,884	New	+$2.75M	0.69%	27
2023 Q2	–	Sell	-115,812	Closed	-$2.62M	–	140
2023 Q1	$2.62M	Sell	115,812 -936	-0.8%	-$21.6K	0.57%	28
2022 Q4	$2.55M	Buy	116,748 +45	+0%	+$986	0.61%	26
2022 Q3	$2.35M	Buy	116,703 +53,589	+85%	+$1.2M	0.65%	27
2022 Q2	$1.32M	Buy	63,114 +1,641	+3%	+$37.9K	0.36%	32
2022 Q1	$1.55M	Buy	61,473 +666	+1%	+$16.7K	0.4%	30
2021 Q4	$1.63M	Buy	+60,807	New	+$1.62M	0.44%	26
2021 Q3	–	Sell	-60,624	Closed	-$1.58M	–	72
2021 Q2	$1.58M	Buy	60,624 +81	+0.1%	+$2.09K	0.54%	18
2021 Q1	$1.52M	Sell	60,543 -405	-0.7%	-$9.82K	0.56%	23
2020 Q4	$1.39M	Buy	60,948 +165	+0.3%	+$3.44K	0.62%	24
2020 Q3	$1.12M	Buy	60,783 +150	+0.2%	+$2.78K	0.6%	24
2020 Q2	$1.06M	Buy	60,633 +27,003	+80%	+$440K	0.62%	26
2020 Q1	$473K	Buy	+33,630	New	+$616K	0.33%	34

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

Single Point Partners's SCHM Position: Q2 2026 in Review

Single Point Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.47% in Q2 2026, buying an estimated $6.64K and bringing the position to 41,502 shares worth $1.53M. The position accounts for 0.27% of the portfolio, ranked #30.

Single Point Partners first reported a position in SCHM in Q1 2020 and has held it in 22 quarters since. The position peaked at $3.6M in Q1 2024. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Single Point Partners held 41,502 shares of Schwab US Mid-Cap ETF worth $1.53M as of Q2 2026.
Single Point Partners bought 193 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $6.64K.
Schwab US Mid-Cap ETF made up 0.27% of Single Point Partners's portfolio in Q2 2026, its #30 holding.
Single Point Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and has held it in 22 quarters since.
Single Point Partners's Schwab US Mid-Cap ETF position peaked at $3.6M in Q1 2024.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.