Talon Private Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Talon Private 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 Q1	$1.08K	Buy	+35	New	+$1.11K	﹤0.01%	183

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Talon Private Wealth's SCHM Position: Q1 2026 in Review

Talon Private Wealth opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q1 2026: 35 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #183 among its holdings.

1,019 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Talon Private Wealth held 35 shares of Schwab US Mid-Cap ETF worth $1.08K as of Q1 2026.
Schwab US Mid-Cap ETF was a new Talon Private Wealth position in Q1 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Talon Private Wealth's portfolio in Q1 2026, its #183 holding.
1,019 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.