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

Whipplewood 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	$1.46M	Sell	39,709 -2,550	-6%	-$87.8K	0.99%	26
2026 Q1	$1.31M	Sell	42,259 -1,547	-4%	-$49.3K	0.68%	36
2025 Q4	$1.32M	Buy	43,806 +598	+1%	+$17.8K	0.85%	34
2025 Q3	$1.28M	Sell	43,208 -1,164	-3%	-$33.9K	0.84%	37
2025 Q2	$1.24M	Buy	44,372 +35,626	+407%	+$940K	0.68%	33
2025 Q1	$1.08M	Sell	8,746 -33,178	-79%	-$924K	0.64%	37
2024 Q4	$1.16M	Buy	+41,924	New	+$1.19M	0.66%	35

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 $103B AUM 28.65% 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

Whipplewood Advisors's SCHM Position: Q2 2026 in Review

Whipplewood Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6% in Q2 2026, selling an estimated $87.8K and leaving 39,709 shares worth $1.46M. The position accounts for 0.99% of the portfolio, ranked #26.

Whipplewood Advisors first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Whipplewood Advisors held 39,709 shares of Schwab US Mid-Cap ETF worth $1.46M as of Q2 2026.
Whipplewood Advisors sold 2,550 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $87.8K.
Schwab US Mid-Cap ETF made up 0.99% of Whipplewood Advisors's portfolio in Q2 2026, its #26 holding.
Whipplewood Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.