Thrive Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Thrive Wealth 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	$1.66M	Sell	45,112 -206	-0.5%	-$7.09K	0.21%	57
2026 Q1	$1.4M	Sell	45,318 -3,248	-7%	-$103K	0.21%	54
2025 Q4	$1.46M	Sell	48,566 -7,290	-13%	-$217K	0.21%	54
2025 Q3	$1.66M	Sell	55,856 -17,714	-24%	-$516K	0.25%	46
2025 Q2	$2.06M	Buy	73,570 +48,916	+198%	+$1.29M	0.33%	39
2025 Q1	$646K	Buy	24,654 +13,941	+130%	+$388K	0.12%	94
2024 Q4	$297K	Buy	10,713 +1,416	+15%	+$40.3K	0.05%	157
2024 Q3	$258K	Sell	9,297 -54	-0.6%	-$1.44K	0.05%	182
2024 Q2	$243K	Buy	9,351 +723	+8%	+$18.9K	0.05%	187
2024 Q1	$234K	Buy	8,628 +15	+0.2%	+$383	0.05%	189
2023 Q4	$216K	Buy	+8,613	New	+$197K	0.05%	180
2022 Q1	–	Sell	-9,324	Closed	-$250K	–	164
2021 Q4	$250K	Buy	+9,324	New	+$249K	0.09%	129

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

Thrive Wealth Management's SCHM Position: Q2 2026 in Review

Thrive Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.45% in Q2 2026, selling an estimated $7.09K and leaving 45,112 shares worth $1.66M. The position accounts for 0.21% of the portfolio, ranked #57.

Thrive Wealth Management first reported a position in SCHM in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.06M in Q2 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Thrive Wealth Management held 45,112 shares of Schwab US Mid-Cap ETF worth $1.66M as of Q2 2026.
Thrive Wealth Management sold 206 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $7.09K.
Schwab US Mid-Cap ETF made up 0.21% of Thrive Wealth Management's portfolio in Q2 2026, its #57 holding.
Thrive Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Thrive Wealth Management's Schwab US Mid-Cap ETF position peaked at $2.06M in Q2 2025.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.