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Wealth Enhancement Trust Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wealth Enhancement Trust Services’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 		$8.18M Sell
221,801
-4,751
-2% -$164K 0.91% 26
2026
Q1 		$7.01M Sell
226,552
-1,907
-0.8% -$60.7K 0.85% 30
2025
Q4 		$6.87M Buy
+228,459
New +$6.81M 0.87% 30

Other funds holding SCHM

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Wealth Enhancement Trust Services's SCHM Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.1% in Q2 2026, selling an estimated $164K and leaving 221,801 shares worth $8.18M. The position accounts for 0.91% of the portfolio, ranked #26.

Wealth Enhancement Trust Services first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 901 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Wealth Enhancement Trust Services held 221,801 shares of Schwab US Mid-Cap ETF worth $8.18M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 4,751 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $164K.
  • Schwab US Mid-Cap ETF made up 0.91% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #26 holding.
  • Wealth Enhancement Trust Services first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 901 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.