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Apeiron RIA’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Apeiron RIA’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 		$327K Hold
9,538
– – 0.07% 110
2026
Q2 		$352K Hold
9,538
– – 0.09% 121
2026
Q1 		$295K Hold
9,538
– – 0.07% 167
2025
Q4 		$304K Hold
9,538
– – 0.06% 165
2025
Q3 		$281K Hold
9,538
– – 0.06% 173
2025
Q2 		$268K Sell
9,538
-80
-0.8% -$2.11K 0.07% 177
2025
Q1 		$252K Hold
9,618
– – 0.08% 176
2024
Q4 		$267K Hold
9,618
– – 0.07% 177
2024
Q3 		$266K Hold
9,618
– – 0.08% 171
2024
Q2 		$250K Buy
9,618
+294
+3% +$7.69K 0.08% 181
2024
Q1 		$253K Hold
9,324
– – 0.07% 181
2023
Q4 		$234K Hold
9,324
– – 0.07% 181
2023
Q3 		$210K Hold
9,324
– – 0.07% 184
2023
Q2 		$221K Buy
9,324
+96
+1% +$2.16K 0.08% 179
2023
Q1 		$209K Hold
9,228
– – 0.07% 185
2022
Q4 		$202K Buy
+9,228
New +$202K 0.08% 181

Other funds holding SCHM

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Apeiron RIA's SCHM Position: Q3 2026 in Review

Apeiron RIA held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2026 at 9,538 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #110.

Apeiron RIA first reported a position in SCHM in Q4 2022 and has held it in 16 quarters since. The position peaked at $352K in Q2 2026. 68 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Apeiron RIA held 9,538 shares of Schwab US Mid-Cap ETF worth $327K as of Q3 2026.
  • Apeiron RIA left its Schwab US Mid-Cap ETF share count unchanged in Q3 2026.
  • Schwab US Mid-Cap ETF made up 0.07% of Apeiron RIA's portfolio in Q3 2026, its #110 holding.
  • Apeiron RIA first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Apeiron RIA's Schwab US Mid-Cap ETF position peaked at $352K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.