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White Pine Investment Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History

White Pine Investment Company’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 		$9.23M Buy
250,309
+6,505
+3% +$224K 1.97% 21
2026
Q1 		$7.55M Buy
243,804
+6,507
+3% +$207K 1.75% 25
2025
Q4 		$7.14M Buy
237,297
+10,410
+5% +$310K 1.68% 26
2025
Q3 		$6.72M Buy
226,887
+4,936
+2% +$144K 1.6% 27
2025
Q2 		$6.23M Buy
221,951
+1,720
+0.8% +$45.4K 1.55% 29
2025
Q1 		$5.77M Buy
220,231
+32,514
+17% +$905K 1.55% 27
2024
Q4 		$5.2M Buy
187,717
+104,278
+125% +$2.97M 1.41% 31
2024
Q3 		$2.31M Buy
+83,439
New +$2.22M 0.63% 47

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
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 22.94% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM

White Pine Investment Company's SCHM Position: Q2 2026 in Review

White Pine Investment Company increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.7% in Q2 2026, buying an estimated $224K and bringing the position to 250,309 shares worth $9.23M. The position accounts for 1.97% of the portfolio, ranked #21.

White Pine Investment Company first reported a position in SCHM in Q3 2024 and has held it in 8 quarters since. 663 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • White Pine Investment Company held 250,309 shares of Schwab US Mid-Cap ETF worth $9.23M as of Q2 2026.
  • White Pine Investment Company bought 6,505 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $224K.
  • Schwab US Mid-Cap ETF made up 1.97% of White Pine Investment Company's portfolio in Q2 2026, its #21 holding.
  • White Pine Investment Company first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 663 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on White Pine Investment Company's 13F filing for Q2 2026, filed 20 Jul 2026.