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

TopTier 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 		– Sell
-602
Closed -$18.6K – 624
2026
Q1 		$18.6K Buy
+602
New +$19.2K 0.01% 299

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

TopTier Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 602 shares — an estimated $18.6K sold.

TopTier Wealth Management first reported a position in SCHM in Q1 2026 and held it in 1 quarter. The position peaked at $18.6K in Q1 2026. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • TopTier Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • TopTier Wealth Management sold 602 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $18.6K.
  • TopTier Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and held it in 1 quarter.
  • TopTier Wealth Management's Schwab US Mid-Cap ETF position peaked at $18.6K in Q1 2026.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.