Altus Wealth Group
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Altus Wealth Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Altus Wealth Group’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 		$365K Buy
10,731
+140
+1% +$4.96K 0.14% 93
2026
Q2 		$390K Buy
10,591
+3
+0% +$103 0.14% 104
2026
Q1 		$328K Sell
10,588
-177
-2% -$5.64K 0.13% 101
2025
Q4 		$324K Sell
10,765
-2,363
-18% -$70.4K 0.13% 102
2025
Q3 		$389K Sell
13,128
-1,520
-10% -$44.2K 0.16% 96
2025
Q2 		$411K Sell
14,648
-250
-2% -$6.6K 0.18% 90
2025
Q1 		$390K Sell
14,898
-116,518
-89% -$3.24M 0.18% 95
2024
Q4 		$3.64M Sell
131,416
-5,018
-4% -$143K 1.61% 13
2024
Q3 		$3.78M Sell
136,434
-18,510
-12% -$492K 1.62% 14
2024
Q2 		$4.02M Sell
154,944
-42,054
-21% -$1.1M 2.01% 12
2024
Q1 		$5.35M Sell
196,998
-17,844
-8% -$455K 2.68% 8
2023
Q4 		$5.39M Sell
214,842
-2,055
-0.9% -$47.1K 2.99% 8
2023
Q3 		$4.89M Buy
216,897
+9,588
+5% +$227K 3.1% 8
2023
Q2 		$4.91M Buy
207,309
+1,593
+0.8% +$35.9K 3.01% 7
2023
Q1 		$4.65M Sell
205,716
-105
-0.1% -$2.42K 3.13% 7
2022
Q4 		$4.5M Buy
205,821
+107,751
+110% +$2.36M 3.42% 5
2022
Q3 		$2.51M Hold
98,070
– – 2.49% 8
2022
Q2 		$2.51M Sell
98,070
-91,425
-48% -$2.11M 2.49% 8
2022
Q1 		$4.79M Sell
189,495
-14,685
-7% -$368K 3.93% 5
2021
Q4 		$5.47M Buy
204,180
+106,110
+108% +$2.83M 4.51% 4
2021
Q3 		$2.51M Sell
98,070
-13,371
-12% -$349K 2.49% 8
2021
Q2 		$2.91M Buy
111,441
+2,433
+2% +$62.8K 2.84% 8
2021
Q1 		$2.82M Buy
109,008
+4,254
+4% +$103K 2.8% 7
2020
Q4 		$2.38M Buy
+104,754
New +$2.18M 2.28% 8

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Altus Wealth Group's SCHM Position: Q3 2026 in Review

Altus Wealth Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.3% in Q3 2026, buying an estimated $4.96K and bringing the position to 10,731 shares worth $365K. The position accounts for 0.14% of the portfolio, ranked #93.

Altus Wealth Group first reported a position in SCHM in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.47M in Q4 2021. 580 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Altus Wealth Group held 10,731 shares of Schwab US Mid-Cap ETF worth $365K as of Q3 2026.
  • Altus Wealth Group bought 140 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $4.96K.
  • Schwab US Mid-Cap ETF made up 0.14% of Altus Wealth Group's portfolio in Q3 2026, its #93 holding.
  • Altus Wealth Group first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Altus Wealth Group's Schwab US Mid-Cap ETF position peaked at $5.47M in Q4 2021.
  • 580 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.