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

Arcataur Capital 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
Q2 		$4.86M Sell
131,888
-2,748
-2% -$94.6K 1.21% 16
2026
Q1 		$4.17M Sell
134,636
-1,528
-1% -$48.7K 1.16% 16
2025
Q4 		$4.09M Sell
136,164
-2,154
-2% -$64.2K 1.17% 17
2025
Q3 		$4.1M Sell
138,318
-3,227
-2% -$93.9K 1.21% 17
2025
Q2 		$3.97M Sell
141,545
-760
-0.5% -$20K 1.24% 17
2025
Q1 		$3.73M Sell
142,305
-4,022
-3% -$112K 1.27% 15
2024
Q4 		$4.05M Sell
146,327
-1,969
-1% -$56.1K 1.37% 16
2024
Q3 		$4.11M Sell
148,296
-429
-0.3% -$11.4K 1.39% 16
2024
Q2 		$3.86M Sell
148,725
-4,314
-3% -$113K 1.38% 16
2024
Q1 		$4.15M Sell
153,039
-1,671
-1% -$42.6K 1.49% 15
2023
Q4 		$3.88M Sell
154,710
-570
-0.4% -$13.1K 1.48% 16
2023
Q3 		$3.5M Sell
155,280
-387
-0.2% -$9.17K 1.46% 15
2023
Q2 		$3.69M Buy
+155,667
New +$3.51M 1.51% 15

Other funds holding SCHM

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Arcataur Capital Management's SCHM Position: Q2 2026 in Review

Arcataur Capital Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 2% in Q2 2026, selling an estimated $94.6K and leaving 131,888 shares worth $4.86M. The position accounts for 1.21% of the portfolio, ranked #16.

Arcataur Capital Management first reported a position in SCHM in Q2 2023 and has held it in 13 quarters since. 901 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Arcataur Capital Management held 131,888 shares of Schwab US Mid-Cap ETF worth $4.86M as of Q2 2026.
  • Arcataur Capital Management sold 2,748 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $94.6K.
  • Schwab US Mid-Cap ETF made up 1.21% of Arcataur Capital Management's portfolio in Q2 2026, its #16 holding.
  • Arcataur Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 901 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Arcataur Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.