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XXI Wealth LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

XXI Wealth LLC’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 		$329K Hold
8,916
– – 0.15% 160
2026
Q1 		$276K Hold
8,916
– – 0.16% 162
2025
Q4 		$268K Buy
+8,916
New +$266K 0.16% 150

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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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XXI Wealth LLC's SCHM Position: Q2 2026 in Review

XXI Wealth LLC held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 8,916 shares worth $329K. The position accounts for 0.15% of the portfolio, ranked #160.

XXI Wealth LLC first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • XXI Wealth LLC held 8,916 shares of Schwab US Mid-Cap ETF worth $329K as of Q2 2026.
  • XXI Wealth LLC left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.15% of XXI Wealth LLC's portfolio in Q2 2026, its #160 holding.
  • XXI Wealth LLC first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.