Tucker Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Tucker Asset 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	$1.33K	Hold	36	–	–	﹤0.01%	406
2026 Q1	$1.11K	Hold	36	–	–	﹤0.01%	354
2025 Q4	$1.08K	Buy	+36	New	+$1.07K	﹤0.01%	934
2025 Q3	–	Sell	-744	Closed	-$20.9K	–	340
2025 Q2	$20.9K	Hold	744	–	–	0.01%	198
2025 Q1	$19.5K	Hold	744	–	–	0.01%	203
2024 Q4	$20.6K	Hold	744	–	–	﹤0.01%	559
2024 Q3	$20.6K	Hold	744	–	–	﹤0.01%	532
2024 Q2	$19.3K	Hold	744	–	–	﹤0.01%	646
2024 Q1	$20.2K	Buy	744 +195	+36%	+$4.97K	﹤0.01%	661
2023 Q4	$13.8K	Hold	549	–	–	﹤0.01%	626
2023 Q3	$12.4K	Hold	549	–	–	﹤0.01%	606
2023 Q2	$13K	Buy	+549	New	+$12.4K	﹤0.01%	460

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

Tucker Asset Management's SCHM Position: Q2 2026 in Review

Tucker Asset Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 36 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Tucker Asset Management first reported a position in SCHM in Q2 2023 and has held it in 12 quarters since. The position peaked at $20.9K in Q2 2025. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Tucker Asset Management held 36 shares of Schwab US Mid-Cap ETF worth $1.33K as of Q2 2026.
Tucker Asset Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #406 holding.
Tucker Asset Management first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
Tucker Asset Management's Schwab US Mid-Cap ETF position peaked at $20.9K in Q2 2025.
1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.