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

Stone Summit 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	$212K	Buy	+5,749	New	+$198K	0.05%	142

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

Stone Summit Wealth's SCHM Position: Q2 2026 in Review

Stone Summit Wealth opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 5,749 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #142 among its holdings.

1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Stone Summit Wealth held 5,749 shares of Schwab US Mid-Cap ETF worth $212K as of Q2 2026.
Schwab US Mid-Cap ETF was a new Stone Summit Wealth position in Q2 2026.
Schwab US Mid-Cap ETF made up 0.05% of Stone Summit Wealth's portfolio in Q2 2026, its #142 holding.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.