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

Wealthcare Capital 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 		$522K Buy
+14,149
New +$487K 0.22% 97

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Wealthcare Capital Partners's SCHM Position: Q2 2026 in Review

Wealthcare Capital Partners opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 14,149 shares worth $522K. The stake represents 0.22% of the portfolio and ranks #97 among its holdings.

551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Wealthcare Capital Partners held 14,149 shares of Schwab US Mid-Cap ETF worth $522K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Wealthcare Capital Partners position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.22% of Wealthcare Capital Partners's portfolio in Q2 2026, its #97 holding.
  • 551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.