Armis Advisers
SCHM icon

Armis Advisers’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Armis Advisers’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 		$346K Buy
10,015
+1
+0% +$35 0.03% 347
2026
Q2 		$361K Buy
10,014
+1
+0% +$34 0.03% 333
2026
Q1 		$345K Buy
+10,013
New +$319K 0.03% 324

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Moneta Group Investment Advisors
Moneta Group Investment Advisors St Louis, Missouri $16.1B AUM 16.18% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 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

Armis Advisers's SCHM Position: Q3 2026 in Review

Armis Advisers increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.01% in Q3 2026, buying an estimated $35 and bringing the position to 10,015 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #347.

Armis Advisers first reported a position in SCHM in Q1 2026 and has held it in 3 quarters since. The position peaked at $361K in Q2 2026. 961 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Armis Advisers held 10,015 shares of Schwab US Mid-Cap ETF worth $346K as of Q3 2026.
  • Armis Advisers bought 1 Schwab US Mid-Cap ETF share in Q3 2026, an estimated $35.
  • Schwab US Mid-Cap ETF made up 0.03% of Armis Advisers's portfolio in Q3 2026, its #347 holding.
  • Armis Advisers first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Armis Advisers's Schwab US Mid-Cap ETF position peaked at $361K in Q2 2026.
  • 961 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.