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

Unique Wealth’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 		$203K Buy
+5,514
New +$190K 0.02% 201
2026
Q1 		– Sell
-7,237
Closed -$218K – 210
2025
Q4 		$218K Hold
7,237
– – 0.03% 178
2025
Q3 		$215K Hold
7,237
– – 0.03% 173
2025
Q2 		$203K Buy
+7,237
New +$191K 0.03% 172
2025
Q1 		– Sell
-8,877
Closed -$246K – 168
2024
Q4 		$246K Hold
8,877
– – 0.05% 125
2024
Q3 		$246K Sell
8,877
-1,857
-17% -$49.4K 0.06% 104
2024
Q2 		$278K Hold
10,734
– – 0.07% 81
2024
Q1 		$291K Hold
10,734
– – 0.08% 78
2023
Q4 		$269K Hold
10,734
– – 0.09% 69
2023
Q3 		$242K Hold
10,734
– – 0.1% 73
2023
Q2 		$254K Buy
+10,734
New +$242K 0.11% 65

Other funds holding SCHM

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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Unique Wealth's SCHM Position: Q2 2026 in Review

Unique Wealth opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 5,514 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #201 among its holdings. This is a return to the name: Unique Wealth previously reported a position in SCHM as recently as Q4 2025.

Unique Wealth first reported a position in SCHM in Q2 2023 and has held it in 11 quarters since. The position peaked at $291K in Q1 2024. 493 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Unique Wealth held 5,514 shares of Schwab US Mid-Cap ETF worth $203K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Unique Wealth position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.02% of Unique Wealth's portfolio in Q2 2026, its #201 holding.
  • Unique Wealth first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 11 quarters since.
  • Unique Wealth's Schwab US Mid-Cap ETF position peaked at $291K in Q1 2024.
  • 493 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.