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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
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
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Topsail Wealth Management's SCHM Position: Q1 2026 in Review

Topsail Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2026 at 7,079 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #157.

Topsail Wealth Management first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Topsail Wealth Management held 7,079 shares of Schwab US Mid-Cap ETF worth $219K as of Q1 2026.
  • Topsail Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q1 2026.
  • Schwab US Mid-Cap ETF made up 0.03% of Topsail Wealth Management's portfolio in Q1 2026, its #157 holding.
  • Topsail Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.