Atomic Invest
SCHM icon

Atomic Invest’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Atomic Invest’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 		$40.2K Hold
1,183
– – 0.01% 181
2026
Q2 		$43.1K Hold
1,183
– – ﹤0.01% 137
2026
Q1 		$35.5K Hold
1,183
– – 0.02% 137
2025
Q4 		$35.9K Buy
+1,183
New +$35.3K 0.02% 107

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Advisory Alpha
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HighTower Advisors
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Cerity Partners
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Savant Capital
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Legacy Wealth Management (Tennessee)
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Wealth Enhancement Advisory Services
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Atomic Invest's SCHM Position: Q3 2026 in Review

Atomic Invest held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2026 at 1,183 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #181.

Atomic Invest first reported a position in SCHM in Q4 2025 and has held it in 4 quarters since. The position peaked at $43.1K in Q2 2026. 961 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Atomic Invest held 1,183 shares of Schwab US Mid-Cap ETF worth $40.2K as of Q3 2026.
  • Atomic Invest left its Schwab US Mid-Cap ETF share count unchanged in Q3 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of Atomic Invest's portfolio in Q3 2026, its #181 holding.
  • Atomic Invest first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Atomic Invest's Schwab US Mid-Cap ETF position peaked at $43.1K in Q2 2026.
  • 961 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Atomic Invest's 13F filing for Q3 2026, filed 13 Nov 2026.