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Tranquility Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Tranquility Partners’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 		$720K Hold
19,522
– – 0.25% 100
2026
Q1 		$604K Hold
19,522
– – 0.23% 105
2025
Q4 		$587K Sell
19,522
-857
-4% -$25.5K 0.21% 108
2025
Q3 		$604K Buy
+20,379
New +$593K 0.2% 117

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MGIA
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Jones Financial Companies
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AA
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HighTower Advisors
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Cerity Partners
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LWMT
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Tranquility Partners's SCHM Position: Q2 2026 in Review

Tranquility Partners held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 19,522 shares worth $720K. The position accounts for 0.25% of the portfolio, ranked #100.

Tranquility Partners first reported a position in SCHM in Q3 2025 and has held it in 4 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Tranquility Partners held 19,522 shares of Schwab US Mid-Cap ETF worth $720K as of Q2 2026.
  • Tranquility Partners left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.25% of Tranquility Partners's portfolio in Q2 2026, its #100 holding.
  • Tranquility Partners first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.