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Wetzel Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wetzel Investment Advisors’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 		$342K Sell
9,270
-61
-0.7% -$2.1K 0.12% 91
2026
Q1 		$289K Hold
9,331
– – 0.11% 106
2025
Q4 		$281K Hold
9,331
– – 0.11% 105
2025
Q3 		$277K Buy
+9,331
New +$272K 0.12% 101

Other funds holding SCHM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM

Wetzel Investment Advisors's SCHM Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.65% in Q2 2026, selling an estimated $2.1K and leaving 9,270 shares worth $342K. The position accounts for 0.12% of the portfolio, ranked #91.

Wetzel Investment Advisors first reported a position in SCHM in Q3 2025 and has held it in 4 quarters since. 770 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Wetzel Investment Advisors held 9,270 shares of Schwab US Mid-Cap ETF worth $342K as of Q2 2026.
  • Wetzel Investment Advisors sold 61 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $2.1K.
  • Schwab US Mid-Cap ETF made up 0.12% of Wetzel Investment Advisors's portfolio in Q2 2026, its #91 holding.
  • Wetzel Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 770 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.