Wilkins Miller Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wilkins Miller Wealth Management’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	$1.55M	Buy	41,944 +2,067	+5%	+$71.1K	0.85%	34
2026 Q1	$1.23M	Buy	39,877 +207	+0.5%	+$6.59K	0.75%	35
2025 Q4	$1.19M	Buy	39,670 +5,345	+16%	+$159K	0.71%	36
2025 Q3	$1.02M	Buy	34,325 +1,918	+6%	+$55.8K	0.63%	43
2025 Q2	$909K	Sell	32,407 -60	-0.2%	-$1.58K	0.62%	44
2025 Q1	$851K	Buy	+32,467	New	+$904K	0.64%	40

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

SFG

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

GAM

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Wilkins Miller Wealth Management's SCHM Position: Q2 2026 in Review

Wilkins Miller Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 5.2% in Q2 2026, buying an estimated $71.1K and bringing the position to 41,944 shares worth $1.55M. The position accounts for 0.85% of the portfolio, ranked #34.

Wilkins Miller Wealth Management first reported a position in SCHM in Q1 2025 and has held it in 6 quarters since. 318 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Wilkins Miller Wealth Management held 41,944 shares of Schwab US Mid-Cap ETF worth $1.55M as of Q2 2026.
Wilkins Miller Wealth Management bought 2,067 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $71.1K.
Schwab US Mid-Cap ETF made up 0.85% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #34 holding.
Wilkins Miller Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
318 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.