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

TD Private Client 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 		$4.82M Buy
130,818
+29,477
+29% +$1.01M 0.09% 147
2026
Q1 		$3.14M Buy
101,341
+83,324
+462% +$2.65M 0.07% 191
2025
Q4 		$542K Buy
18,017
+744
+4% +$22.2K 0.01% 465
2025
Q3 		$512K Sell
17,273
-909
-5% -$26.5K 0.01% 480
2025
Q2 		$510K Sell
18,182
-7,044
-28% -$186K 0.01% 466
2025
Q1 		$661K Buy
25,226
+1,488
+6% +$41.4K 0.02% 401
2024
Q4 		$658K Buy
23,738
+23,285
+5,140% +$663K 0.02% 415
2024
Q3 		$12.5K Sell
453
-99
-18% -$2.63K ﹤0.01% 1032
2024
Q2 		$14.3K Sell
552
-78
-12% -$2.04K ﹤0.01% 991
2024
Q1 		$17.1K Buy
630
+15
+2% +$383 ﹤0.01% 968
2023
Q4 		$15.4K Buy
+615
New +$14.1K ﹤0.01% 990
2021
Q4 		– Sell
-432
Closed -$11K – 1267
2021
Q3 		$11K Hold
432
– – ﹤0.01% 908
2021
Q2 		$11.3K Sell
432
-1,293
-75% -$33.4K ﹤0.01% 906
2021
Q1 		$42.8K Hold
1,725
– – ﹤0.01% 729
2020
Q4 		$39.2K Hold
1,725
– – ﹤0.01% 691
2020
Q3 		$31.9K Hold
1,725
– – ﹤0.01% 677
2020
Q2 		$30.3K Hold
1,725
– – ﹤0.01% 676
2020
Q1 		$24.2K Hold
1,725
– – ﹤0.01% 670
2019
Q4 		$34.6K Buy
+1,725
New +$33.4K ﹤0.01% 659

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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

TD Private Client Wealth's SCHM Position: Q2 2026 in Review

TD Private Client Wealth increased its Schwab US Mid-Cap ETF (SCHM) stake by 29% in Q2 2026, buying an estimated $1.01M and bringing the position to 130,818 shares worth $4.82M. The position accounts for 0.09% of the portfolio, ranked #147.

TD Private Client Wealth first reported a position in SCHM in Q4 2019 and has held it in 19 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • TD Private Client Wealth held 130,818 shares of Schwab US Mid-Cap ETF worth $4.82M as of Q2 2026.
  • TD Private Client Wealth bought 29,477 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $1.01M.
  • Schwab US Mid-Cap ETF made up 0.09% of TD Private Client Wealth's portfolio in Q2 2026, its #147 holding.
  • TD Private Client Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 19 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.