Act Wealth Management
SCHM icon

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

Act 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
Q3 		$251K Buy
7,373
+5
+0.1% +$177 0.07% 54
2026
Q2 		$272K Buy
7,368
+3
+0% +$103 0.08% 54
2026
Q1 		$228K Buy
+7,365
New +$235K 0.08% 55

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Act Wealth Management's SCHM Position: Q3 2026 in Review

Act Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.07% in Q3 2026, buying an estimated $177 and bringing the position to 7,373 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #54.

Act Wealth Management first reported a position in SCHM in Q1 2026 and has held it in 3 quarters since. The position peaked at $272K in Q2 2026. 475 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Act Wealth Management held 7,373 shares of Schwab US Mid-Cap ETF worth $251K as of Q3 2026.
  • Act Wealth Management bought 5 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $177.
  • Schwab US Mid-Cap ETF made up 0.07% of Act Wealth Management's portfolio in Q3 2026, its #54 holding.
  • Act Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Act Wealth Management's Schwab US Mid-Cap ETF position peaked at $272K in Q2 2026.
  • 475 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.