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

Watershed Private 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	$662K	Sell	17,967 -1,250	-7%	-$43K	0.19%	68
2026 Q1	$595K	Hold	19,217	–	–	0.19%	72
2025 Q4	$578K	Sell	19,217 -627	-3%	-$18.7K	0.17%	72
2025 Q3	$588K	Sell	19,844 -6,359	-24%	-$185K	0.19%	68
2025 Q2	$735K	Hold	26,203	–	–	0.27%	58
2025 Q1	$687K	Hold	26,203	–	–	0.27%	58
2024 Q4	$726K	Sell	26,203 -905	-3%	-$25.8K	0.28%	57
2024 Q3	$751K	Hold	27,108	–	–	0.3%	57
2024 Q2	$703K	Sell	27,108 -87	-0.3%	-$2.28K	0.3%	59
2024 Q1	$738K	Buy	27,195 +13,263	+95%	+$338K	0.33%	59
2023 Q4	$350K	Sell	13,932 -12,939	-48%	-$296K	0.19%	75
2023 Q3	$606K	Hold	26,871	–	–	0.37%	56
2023 Q2	$636K	Hold	26,871	–	–	0.39%	51
2023 Q1	$608K	Hold	26,871	–	–	0.41%	50
2022 Q4	$588K	Buy	+26,871	New	+$589K	0.45%	49

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 $103B AUM 28.65% 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

Watershed Private Wealth's SCHM Position: Q2 2026 in Review

Watershed Private Wealth reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6.5% in Q2 2026, selling an estimated $43K and leaving 17,967 shares worth $662K. The position accounts for 0.19% of the portfolio, ranked #68.

Watershed Private Wealth first reported a position in SCHM in Q4 2022 and has held it in 15 quarters since. The position peaked at $751K in Q3 2024. 1,062 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Watershed Private Wealth held 17,967 shares of Schwab US Mid-Cap ETF worth $662K as of Q2 2026.
Watershed Private Wealth sold 1,250 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $43K.
Schwab US Mid-Cap ETF made up 0.19% of Watershed Private Wealth's portfolio in Q2 2026, its #68 holding.
Watershed Private Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Watershed Private Wealth's Schwab US Mid-Cap ETF position peaked at $751K in Q3 2024.
1,062 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.