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Tower Bridge Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Tower Bridge Advisors’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 		$2.51M Sell
68,171
-2,055
-3% -$70.7K 0.23% 91
2026
Q1 		$2.17M Buy
+70,226
New +$2.24M 0.21% 89

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Northwestern Mutual Wealth Management
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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

Tower Bridge Advisors's SCHM Position: Q2 2026 in Review

Tower Bridge Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.9% in Q2 2026, selling an estimated $70.7K and leaving 68,171 shares worth $2.51M. The position accounts for 0.23% of the portfolio, ranked #91.

Tower Bridge Advisors first reported a position in SCHM in Q1 2026 and has held it in 2 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Tower Bridge Advisors held 68,171 shares of Schwab US Mid-Cap ETF worth $2.51M as of Q2 2026.
  • Tower Bridge Advisors sold 2,055 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $70.7K.
  • Schwab US Mid-Cap ETF made up 0.23% of Tower Bridge Advisors's portfolio in Q2 2026, its #91 holding.
  • Tower Bridge Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Tower Bridge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.