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Synergy Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Synergy Investment 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 		$15.7K Hold
426
– – ﹤0.01% 556
2026
Q1 		$13.2K Buy
+426
New +$13.6K ﹤0.01% 462
2025
Q2 		– Sell
-426
Closed -$11.2K – 469
2025
Q1 		$11.2K Hold
426
– – ﹤0.01% 373
2024
Q4 		$11.8K Buy
+426
New +$12.1K 0.01% 376

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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

Synergy Investment Management's SCHM Position: Q2 2026 in Review

Synergy Investment Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 426 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Synergy Investment Management first reported a position in SCHM in Q4 2024 and has held it in 4 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Synergy Investment Management held 426 shares of Schwab US Mid-Cap ETF worth $15.7K as of Q2 2026.
  • Synergy Investment Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #556 holding.
  • Synergy Investment Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.