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

Topsail 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	$261K	Hold	7,079	–	–	0.03%	148
2026 Q1	$219K	Hold	7,079	–	–	0.03%	157
2025 Q4	$213K	Hold	7,079	–	–	0.03%	152
2025 Q3	$210K	Hold	7,079	–	–	0.04%	148
2025 Q2	$199K	Hold	7,079	–	–	0.04%	144
2025 Q1	$185K	Hold	7,079	–	–	0.04%	136
2024 Q4	$196K	Buy	+7,079	New	+$202K	0.04%	123

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 $104B AUM 28.3% 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

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

Topsail Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 7,079 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #148.

Topsail Wealth Management first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Topsail Wealth Management held 7,079 shares of Schwab US Mid-Cap ETF worth $261K as of Q2 2026.
Topsail Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up 0.03% of Topsail Wealth Management's portfolio in Q2 2026, its #148 holding.
Topsail Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.