TWG
SCHM icon

The Wealth Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

The Wealth Group’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 		$3.77M Sell
102,166
-215
-0.2% -$7.4K 0.72% 16
2026
Q1 		$3.16M Sell
102,381
-469
-0.5% -$14.9K 0.72% 16
2025
Q4 		$3.09M Sell
102,850
-2,884
-3% -$86K 0.69% 16
2025
Q3 		$3.13M Sell
105,734
-1,442
-1% -$42K 0.73% 17
2025
Q2 		$3.01M Sell
107,176
-1,331
-1% -$35.1K 0.77% 17
2025
Q1 		$2.84M Sell
108,507
-118
-0.1% -$3.29K 0.83% 15
2024
Q4 		$3.01M Sell
108,625
-272
-0.2% -$7.75K 0.87% 14
2024
Q3 		$3.02M Sell
108,897
-1,116
-1% -$29.7K 0.88% 15
2024
Q2 		$2.85M Sell
110,013
-498
-0.5% -$13K 0.86% 15
2024
Q1 		$2.94M Sell
110,511
-708
-0.6% -$18.1K 0.9% 15
2023
Q4 		$2.76M Buy
+111,219
New +$2.55M 0.91% 16

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

The Wealth Group's SCHM Position: Q2 2026 in Review

The Wealth Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.21% in Q2 2026, selling an estimated $7.4K and leaving 102,166 shares worth $3.77M. The position accounts for 0.72% of the portfolio, ranked #16.

The Wealth Group first reported a position in SCHM in Q4 2023 and has held it in 11 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • The Wealth Group held 102,166 shares of Schwab US Mid-Cap ETF worth $3.77M as of Q2 2026.
  • The Wealth Group sold 215 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $7.4K.
  • Schwab US Mid-Cap ETF made up 0.72% of The Wealth Group's portfolio in Q2 2026, its #16 holding.
  • The Wealth Group first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.