Wedmont Private Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wedmont Private Capital’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	$1.08M	Buy	30,281 +6	+0%	+$207	0.03%	327
2026 Q1	$982K	Buy	30,275 +3	+0%	+$96	0.03%	324
2025 Q4	$944K	Sell	30,272 -256	-0.8%	-$7.63K	0.03%	304
2025 Q3	$908K	Buy	30,528 +273	+0.9%	+$7.95K	0.03%	295
2025 Q2	$867K	Hold	30,255	–	–	0.04%	290
2025 Q1	$737K	Buy	30,255 +6	+0%	+$167	0.04%	279
2024 Q4	$835K	Buy	30,249 +6	+0%	+$171	0.04%	261
2024 Q3	$831K	Buy	30,243 +6	+0%	+$160	0.05%	238
2024 Q2	$806K	Buy	30,237 +7,956	+36%	+$208K	0.05%	235
2024 Q1	$598K	Buy	22,281 +975	+5%	+$24.9K	0.04%	287
2023 Q4	$529K	Buy	21,306 +63	+0.3%	+$1.44K	0.04%	292
2023 Q3	$476K	Buy	21,243 +3	+0%	+$71	0.05%	266
2023 Q2	$513K	Buy	21,240 +3	+0%	+$68	0.06%	239
2023 Q1	$473K	Buy	21,237 +702	+3%	+$16.2K	0.06%	234
2022 Q4	$461K	Buy	20,535 +228	+1%	+$5K	0.07%	218
2022 Q3	$410K	Hold	20,307	–	–	0.08%	192
2022 Q2	$425K	Sell	20,307 -606	-3%	-$14K	0.09%	160
2022 Q1	$533K	Hold	20,913	–	–	0.12%	133
2021 Q4	$547K	Buy	+20,913	New	+$558K	0.17%	102

Other funds holding SCHM

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Wedmont Private Capital's SCHM Position: Q2 2026 in Review

Wedmont Private Capital increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.02% in Q2 2026, buying an estimated $207 and bringing the position to 30,281 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #327.

Wedmont Private Capital first reported a position in SCHM in Q4 2021 and has held it in 19 quarters since. 400 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Wedmont Private Capital held 30,281 shares of Schwab US Mid-Cap ETF worth $1.08M as of Q2 2026.
Wedmont Private Capital bought 6 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $207.
Schwab US Mid-Cap ETF made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #327 holding.
Wedmont Private Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
400 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.