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Wellington-Altus USA’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wellington-Altus USA’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 		$126K Hold
4,065
– – 0.09% 177
2026
Q1 		$150K Hold
4,065
– – 0.09% 190
2025
Q4 		$122K Buy
+4,065
New +$121K 0.09% 181

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MGIA
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Jones Financial Companies
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AA
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HighTower Advisors
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Cerity Partners
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LWMT
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Wealth Enhancement Advisory Services
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Wellington-Altus USA's SCHM Position: Q2 2026 in Review

Wellington-Altus USA held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 4,065 shares worth $126K. The position accounts for 0.09% of the portfolio, ranked #177.

Wellington-Altus USA first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $150K in Q1 2026. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Wellington-Altus USA held 4,065 shares of Schwab US Mid-Cap ETF worth $126K as of Q2 2026.
  • Wellington-Altus USA left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.09% of Wellington-Altus USA's portfolio in Q2 2026, its #177 holding.
  • Wellington-Altus USA first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Schwab US Mid-Cap ETF position peaked at $150K in Q1 2026.
  • 1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.