Strategic Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Strategic Wealth 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	$107K	Buy	2,905 +1	+0%	+$34	0.01%	396
2026 Q1	$89.9K	Sell	2,904 -135	-4%	-$4.3K	0.01%	410
2025 Q4	$91.4K	Sell	3,039 -16,907	-85%	-$504K	0.01%	418
2025 Q3	$591K	Buy	19,946 +19,808	+14,354%	+$577K	0.04%	205
2025 Q2	$3.87K	Buy	+138	New	+$3.64K	﹤0.01%	929

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 $104B AUM 28.3% 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

Strategic Wealth Partners's SCHM Position: Q2 2026 in Review

Strategic Wealth Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.03% in Q2 2026, buying an estimated $34 and bringing the position to 2,905 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #396.

Strategic Wealth Partners first reported a position in SCHM in Q2 2025 and has held it in 5 quarters since. The position peaked at $591K in Q3 2025. 1,072 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Strategic Wealth Partners held 2,905 shares of Schwab US Mid-Cap ETF worth $107K as of Q2 2026.
Strategic Wealth Partners bought 1 Schwab US Mid-Cap ETF share in Q2 2026, an estimated $34.
Schwab US Mid-Cap ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #396 holding.
Strategic Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Strategic Wealth Partners's Schwab US Mid-Cap ETF position peaked at $591K in Q3 2025.
1,072 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.