Wealthspire Advisors (New York)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wealthspire Advisors (New York)’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	$6.87M	Buy	186,296 +13,720	+8%	+$472K	0.04%	218
2026 Q1	$5.34M	Buy	172,576 +1,122	+0.7%	+$35.7K	0.04%	161
2025 Q4	$5.16M	Sell	171,454 -178,220	-51%	-$5.31M	0.04%	158
2025 Q3	$10.4M	Buy	349,674 +1,640	+0.5%	+$47.7K	0.05%	112
2025 Q2	$9.76M	Buy	348,034 +18,392	+6%	+$485K	0.05%	118
2025 Q1	$8.64M	Buy	329,642 +164,323	+99%	+$4.58M	0.05%	125
2024 Q4	$4.58M	Buy	165,319 +55,249	+50%	+$1.57M	0.05%	150
2024 Q3	$3.05M	Buy	110,070 +3,327	+3%	+$88.5K	0.03%	187
2024 Q2	$2.77M	Hold	106,743	–	–	0.04%	160
2024 Q1	$2.9M	Buy	106,743 +1,401	+1%	+$35.7K	0.04%	153
2023 Q4	$2.64M	Sell	105,342 -498	-0.5%	-$11.4K	0.04%	157
2023 Q3	$2.39M	Sell	105,840 -432	-0.4%	-$10.2K	0.04%	151
2023 Q2	$2.52M	Sell	106,272 -2,073	-2%	-$46.7K	0.04%	129
2023 Q1	$2.45M	Buy	108,345 +345	+0.3%	+$7.95K	0.04%	133
2022 Q4	$2.36M	Buy	108,000 +1,581	+1%	+$34.6K	0.04%	135
2022 Q3	$2.15M	Buy	106,419 +1,188	+1%	+$26.5K	0.04%	136
2022 Q2	$2.2M	Buy	105,231 +19,302	+22%	+$445K	0.05%	136
2022 Q1	$2.17M	Buy	85,929 +1,422	+2%	+$35.6K	0.05%	117
2021 Q4	$2.27M	Sell	84,507 -102	-0.1%	-$2.72K	0.05%	137
2021 Q3	$2.16M	Buy	84,609 +996	+1%	+$26K	0.04%	160
2021 Q2	$2.18M	Sell	83,613 -942	-1%	-$24.3K	0.06%	105
2021 Q1	$2.1M	Buy	+84,555	New	+$2.05M	0.05%	170
2020 Q2	–	Sell	-15,300	Closed	-$215K	–	484
2020 Q1	$215K	Buy	+15,300	New	+$280K	0.01%	469

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 $104B AUM 28.3% 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

Wealthspire Advisors (New York)'s SCHM Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Schwab US Mid-Cap ETF (SCHM) stake by 8% in Q2 2026, buying an estimated $472K and bringing the position to 186,296 shares worth $6.87M. The position accounts for 0.04% of the portfolio, ranked #218.

Wealthspire Advisors (New York) first reported a position in SCHM in Q1 2020 and has held it in 23 quarters since. The position peaked at $10.4M in Q3 2025. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Wealthspire Advisors (New York) held 186,296 shares of Schwab US Mid-Cap ETF worth $6.87M as of Q2 2026.
Wealthspire Advisors (New York) bought 13,720 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $472K.
Schwab US Mid-Cap ETF made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #218 holding.
Wealthspire Advisors (New York) first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and has held it in 23 quarters since.
Wealthspire Advisors (New York)'s Schwab US Mid-Cap ETF position peaked at $10.4M in Q3 2025.
1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.