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Spinnaker Investment Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Spinnaker Investment Group’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 		$17.4M Buy
472,438
+54,976
+13% +$1.89M 2.79% 6
2026
Q1 		$12.9M Sell
417,462
-34,146
-8% -$1.09M 2.63% 9
2025
Q4 		$13.6M Sell
451,608
-2,519
-0.6% -$75.1K 2.46% 10
2025
Q3 		$13.5M Buy
454,127
+42,442
+10% +$1.24M 2.53% 10
2025
Q2 		$11.5M Sell
411,685
-52,731
-11% -$1.39M 2.71% 10
2025
Q1 		$12.2M Buy
464,416
+26,773
+6% +$746K 2.75% 10
2024
Q4 		$12.1M Buy
437,643
+7,956
+2% +$227K 2.93% 10
2024
Q3 		$11.9M Buy
429,687
+16,134
+4% +$429K 2.91% 10
2024
Q2 		$10.7M Buy
413,553
+4,704
+1% +$123K 2.96% 9
2024
Q1 		$11.1M Buy
408,849
+9,504
+2% +$242K 3.12% 9
2023
Q4 		$10M Sell
399,345
-3,633
-0.9% -$83.2K 3.04% 10
2023
Q3 		$9.09M Buy
402,978
+10,170
+3% +$241K 3.06% 9
2023
Q2 		$9.33M Buy
392,808
+5,616
+1% +$127K 3.07% 10
2023
Q1 		$8.76M Buy
387,192
+6,291
+2% +$145K 3.08% 10
2022
Q4 		$8.33M Buy
380,901
+11,820
+3% +$259K 2.96% 10
2022
Q3 		$7.49M Buy
369,081
+25,989
+8% +$580K 2.93% 11
2022
Q2 		$7.17M Sell
343,092
-26,508
-7% -$612K 2.92% 11
2022
Q1 		$9.59M Buy
369,600
+9,162
+3% +$230K 3.12% 11
2021
Q4 		$9.08M Buy
+360,438
New +$9.61M 3.19% 10

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Spinnaker Investment Group's SCHM Position: Q2 2026 in Review

Spinnaker Investment Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 13% in Q2 2026, buying an estimated $1.89M and bringing the position to 472,438 shares worth $17.4M. The position accounts for 2.79% of the portfolio, ranked #6.

Spinnaker Investment Group first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Spinnaker Investment Group held 472,438 shares of Schwab US Mid-Cap ETF worth $17.4M as of Q2 2026.
  • Spinnaker Investment Group bought 54,976 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.89M.
  • Schwab US Mid-Cap ETF made up 2.79% of Spinnaker Investment Group's portfolio in Q2 2026, its #6 holding.
  • Spinnaker Investment Group first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.