Tandem Investment Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Tandem Investment 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	$339K	Buy	9,190 +487	+6%	+$16.8K	0.26%	62
2026 Q1	$269K	Buy	8,703 +478	+6%	+$15.2K	0.23%	67
2025 Q4	$247K	Sell	8,225 -3,934	-32%	-$117K	0.21%	69
2025 Q3	$360K	Buy	12,159 +50	+0.4%	+$1.46K	0.3%	57
2025 Q2	$340K	Buy	12,109 +6	+0%	+$158	0.3%	58
2025 Q1	$317K	Sell	12,103 -126	-1%	-$3.51K	0.31%	58
2024 Q4	$339K	Buy	+12,229	New	+$348K	0.32%	52

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

Tandem Investment Partners's SCHM Position: Q2 2026 in Review

Tandem Investment Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 5.6% in Q2 2026, buying an estimated $16.8K and bringing the position to 9,190 shares worth $339K. The position accounts for 0.26% of the portfolio, ranked #62.

Tandem Investment Partners first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $360K in Q3 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Tandem Investment Partners held 9,190 shares of Schwab US Mid-Cap ETF worth $339K as of Q2 2026.
Tandem Investment Partners bought 487 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $16.8K.
Schwab US Mid-Cap ETF made up 0.26% of Tandem Investment Partners's portfolio in Q2 2026, its #62 holding.
Tandem Investment Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Tandem Investment Partners's Schwab US Mid-Cap ETF position peaked at $360K in Q3 2025.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.