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AlphaCore Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

AlphaCore Capital’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 		$1.03M Sell
27,891
-2,224
-7% -$76.5K 0.02% 458
2026
Q1 		$932K Sell
30,115
-8,426
-22% -$268K 0.02% 404
2025
Q4 		$1.16M Buy
38,541
+19,323
+101% +$576K 0.03% 378
2025
Q3 		$570K Buy
19,218
+1
+0% +$29 0.02% 415
2025
Q2 		$539K Buy
19,217
+6,188
+47% +$163K 0.02% 360
2025
Q1 		$341K Buy
13,029
+285
+2% +$7.94K 0.03% 345
2024
Q4 		$353K Hold
12,744
– – 0.08% 156
2024
Q3 		$353K Hold
12,744
– – 0.08% 145
2024
Q2 		$332K Buy
12,744
+11,694
+1,114% +$306K 0.08% 141
2024
Q1 		$28.5K Sell
1,050
-777
-43% -$19.8K 0.01% 162
2023
Q4 		$45.9K Sell
1,827
-96
-5% -$2.2K 0.01% 281
2023
Q3 		$43.4K Buy
1,923
+6
+0.3% +$142 0.01% 276
2023
Q2 		$45.4K Sell
1,917
-6
-0.3% -$135 0.01% 248
2023
Q1 		$43.5K Buy
1,923
+879
+84% +$20.2K 0.01% 170
2022
Q4 		$22.8K Buy
1,044
+3
+0.3% +$66 0.01% 123
2022
Q3 		$21K Hold
1,041
– – 0.01% 104
2022
Q2 		$22K Buy
1,041
+3
+0.3% +$69 0.01% 115
2022
Q1 		$26K Sell
1,038
-12
-1% -$301 0.01% 105
2021
Q4 		$28K Hold
1,050
– – 0.01% 79
2021
Q3 		$27K Buy
1,050
+3
+0.3% +$78 0.01% 92
2021
Q2 		$27K Hold
1,047
– – 0.01% 61
2021
Q1 		$26K Hold
1,047
– – 0.02% 43
2020
Q4 		$24K Sell
1,047
-993
-49% -$20.7K 0.02% 46
2020
Q3 		$38K Sell
2,040
-1,239
-38% -$23K 0.03% 43
2020
Q2 		$58K Buy
3,279
+6
+0.2% +$98 0.06% 43
2020
Q1 		$46K Sell
3,273
-2,541
-44% -$46.5K 0.04% 110
2019
Q4 		$117K Buy
+5,814
New +$113K 0.07% 78

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AlphaCore Capital's SCHM Position: Q2 2026 in Review

AlphaCore Capital reduced its Schwab US Mid-Cap ETF (SCHM) stake by 7.4% in Q2 2026, selling an estimated $76.5K and leaving 27,891 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #458.

AlphaCore Capital first reported a position in SCHM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.16M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • AlphaCore Capital held 27,891 shares of Schwab US Mid-Cap ETF worth $1.03M as of Q2 2026.
  • AlphaCore Capital sold 2,224 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $76.5K.
  • Schwab US Mid-Cap ETF made up 0.02% of AlphaCore Capital's portfolio in Q2 2026, its #458 holding.
  • AlphaCore Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • AlphaCore Capital's Schwab US Mid-Cap ETF position peaked at $1.16M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.