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

WealthShield 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
Q1 		$3.1M Sell
100,049
-2,203
-2% -$70.1K 0.35% 77
2025
Q4 		$3.08M Sell
102,252
-927
-0.9% -$27.6K 0.34% 79
2025
Q3 		$3.06M Sell
103,179
-859
-0.8% -$25K 0.35% 82
2025
Q2 		$2.92M Sell
104,038
-2,339
-2% -$61.7K 0.35% 80
2025
Q1 		$2.79M Buy
106,377
+1,408
+1% +$39.2K 0.36% 83
2024
Q4 		$2.91M Buy
104,969
+3,491
+3% +$99.5K 0.41% 71
2024
Q3 		$2.81M Buy
101,478
+213
+0.2% +$5.66K 0.38% 75
2024
Q2 		$2.64M Buy
101,265
+750
+0.7% +$19.6K 0.4% 73
2024
Q1 		$2.73M Buy
100,515
+2,088
+2% +$53.3K 0.44% 65
2023
Q4 		$2.47M Buy
98,427
+90
+0.1% +$2.06K 0.41% 69
2023
Q3 		$2.22M Sell
98,337
-141
-0.1% -$3.34K 0.33% 79
2023
Q2 		$2.33M Buy
98,478
+2,082
+2% +$46.9K 0.35% 71
2023
Q1 		$2.18M Buy
96,396
+2,109
+2% +$48.6K 0.35% 73
2022
Q4 		$2.06M Buy
94,287
+6,342
+7% +$139K 0.39% 70
2022
Q3 		$1.77M Buy
87,945
+4,686
+6% +$105K 0.35% 76
2022
Q2 		$1.74M Buy
83,259
+3,465
+4% +$80K 0.35% 74
2022
Q1 		$2.02M Buy
+79,794
New +$2M 0.32% 74
2021
Q3 		– Sell
-1,413
Closed -$37K – 639
2021
Q2 		$37K Buy
+1,413
New +$36.5K 0.01% 536

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

WealthShield Partners's SCHM Position: Q1 2026 in Review

WealthShield Partners reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2.2% in Q1 2026, selling an estimated $70.1K and leaving 100,049 shares worth $3.1M. The position accounts for 0.35% of the portfolio, ranked #77.

WealthShield Partners first reported a position in SCHM in Q2 2021 and has held it in 18 quarters since. 1,011 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • WealthShield Partners held 100,049 shares of Schwab US Mid-Cap ETF worth $3.1M as of Q1 2026.
  • WealthShield Partners sold 2,203 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $70.1K.
  • Schwab US Mid-Cap ETF made up 0.35% of WealthShield Partners's portfolio in Q1 2026, its #77 holding.
  • WealthShield Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and has held it in 18 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.