SSWM
SCHM icon

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

Smith Salley 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
Q2 		$204K Buy
+5,524
New +$190K 0.01% 270

Other funds holding SCHM

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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Smith Salley Wealth Management's SCHM Position: Q2 2026 in Review

Smith Salley Wealth Management opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 5,524 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings.

430 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Smith Salley Wealth Management held 5,524 shares of Schwab US Mid-Cap ETF worth $204K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Smith Salley Wealth Management position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #270 holding.
  • 430 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.