SWM
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Spire Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Spire 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 		$512K Sell
13,881
-31
-0.2% -$1.07K 0.02% 546
2026
Q1 		$431K Sell
13,912
-3,146
-18% -$100K 0.01% 580
2025
Q4 		$513K Buy
17,058
+967
+6% +$28.8K 0.02% 540
2025
Q3 		$477K Buy
16,091
+39
+0.2% +$1.14K 0.02% 541
2025
Q2 		$450K Sell
16,052
-1,707
-10% -$45K 0.02% 536
2025
Q1 		$465K Sell
17,759
-806
-4% -$22.4K 0.01% 576
2024
Q4 		$514K Sell
18,565
-83
-0.4% -$2.37K 0.02% 543
2024
Q3 		$517K Sell
18,648
-378
-2% -$10.1K 0.02% 507
2024
Q2 		$494K Sell
19,026
-37,320
-66% -$976K 0.02% 490
2024
Q1 		$1.53M Sell
56,346
-912
-2% -$23.3K 0.03% 288
2023
Q4 		$1.41M Buy
57,258
+690
+1% +$15.8K 0.05% 285
2023
Q3 		$1.28M Sell
56,568
-1,059
-2% -$25.1K 0.05% 283
2023
Q2 		$1.36M Buy
57,627
+168
+0.3% +$3.79K 0.05% 286
2023
Q1 		$1.3M Buy
57,459
+41,358
+257% +$952K 0.05% 299
2022
Q4 		$352K Buy
16,101
+51
+0.3% +$1.12K 0.02% 428
2022
Q3 		$324K Sell
16,050
-11,052
-41% -$247K 0.02% 422
2022
Q2 		$567K Sell
27,102
-44,745
-62% -$1.03M 0.02% 438
2022
Q1 		$1.82M Buy
71,847
+1,971
+3% +$49.4K 0.05% 293
2021
Q4 		$1.87M Sell
69,876
-267
-0.4% -$7.12K 0.04% 325
2021
Q3 		$1.79M Buy
70,143
+966
+1% +$25.2K 0.05% 301
2021
Q2 		$1.8M Sell
69,177
-6,402
-8% -$165K 0.05% 312
2021
Q1 		$1.85M Buy
+75,579
New +$1.83M 0.05% 296

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

Spire Wealth Management's SCHM Position: Q2 2026 in Review

Spire Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.22% in Q2 2026, selling an estimated $1.07K and leaving 13,881 shares worth $512K. The position accounts for 0.02% of the portfolio, ranked #546.

Spire Wealth Management first reported a position in SCHM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.87M in Q4 2021. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Spire Wealth Management held 13,881 shares of Schwab US Mid-Cap ETF worth $512K as of Q2 2026.
  • Spire Wealth Management sold 31 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.07K.
  • Schwab US Mid-Cap ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #546 holding.
  • Spire Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Schwab US Mid-Cap ETF position peaked at $1.87M in Q4 2021.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.