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Aurora Private Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Aurora Private Wealth’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 		$887K Buy
26,063
+521
+2% +$18.4K 0.56% 47
2026
Q2 		$942K Sell
25,542
-3,663
-13% -$126K 0.6% 46
2026
Q1 		$878K Hold
29,205
– – 0.62% 40
2025
Q4 		$878K Buy
+29,205
New +$871K 0.58% 46
2025
Q2 		$895K Buy
31,922
+18,944
+146% +$500K 0.66% 38
2025
Q1 		$340K Sell
12,978
-5,574
-30% -$155K 0.27% 93
2024
Q4 		$514K Sell
18,552
-48
-0.3% -$1.37K 0.39% 68
2024
Q3 		$515K Buy
18,600
+36
+0.2% +$957 0.4% 66
2024
Q2 		$482K Sell
18,564
-111
-0.6% -$2.9K 0.42% 64
2024
Q1 		$504K Sell
18,675
-984
-5% -$25.1K 0.44% 65
2023
Q4 		$494K Sell
19,659
-177
-0.9% -$4.06K 0.47% 57
2023
Q3 		$447K Sell
19,836
-189
-0.9% -$4.48K 0.49% 59
2023
Q2 		$474K Buy
20,025
+2,022
+11% +$45.6K 0.54% 51
2023
Q1 		$407K Buy
18,003
+54
+0.3% +$1.24K 0.43% 66
2022
Q4 		$393K Sell
17,949
-370,323
-95% -$8.12M 0.45% 61
2022
Q3 		$7.83M Buy
388,272
+14,700
+4% +$328K 3.62% 5
2022
Q2 		$7.81M Buy
373,572
+5,979
+2% +$138K 3.52% 5
2022
Q1 		$9.3M Buy
367,593
+14,205
+4% +$356K 3.83% 4
2021
Q4 		$9.47M Buy
353,388
+11,652
+3% +$311K 4.11% 4
2021
Q3 		$8.73M Buy
341,736
+12,888
+4% +$337K 3.54% 6
2021
Q2 		$8.58M Buy
328,848
+20,760
+7% +$536K 3.44% 6
2021
Q1 		$7.64M Buy
308,088
+42,966
+16% +$1.04M 3.17% 6
2020
Q4 		$6.02M Buy
265,122
+9,192
+4% +$192K 2.55% 6
2020
Q3 		$4.73M Buy
255,930
+7,806
+3% +$145K 2.03% 12
2020
Q2 		$4.35M Sell
248,124
-179,694
-42% -$2.93M 2% 12
2020
Q1 		$6.01M Buy
427,818
+160,341
+60% +$2.94M 2.12% 10
2019
Q4 		$5.36M Buy
+267,477
New +$5.18M 1.9% 10

Other funds holding SCHM

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
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
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Aurora Private Wealth's SCHM Position: Q3 2026 in Review

Aurora Private Wealth increased its Schwab US Mid-Cap ETF (SCHM) stake by 2% in Q3 2026, buying an estimated $18.4K and bringing the position to 26,063 shares worth $887K. The position accounts for 0.56% of the portfolio, ranked #47.

Aurora Private Wealth first reported a position in SCHM in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.47M in Q4 2021. 418 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Aurora Private Wealth held 26,063 shares of Schwab US Mid-Cap ETF worth $887K as of Q3 2026.
  • Aurora Private Wealth bought 521 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $18.4K.
  • Schwab US Mid-Cap ETF made up 0.56% of Aurora Private Wealth's portfolio in Q3 2026, its #47 holding.
  • Aurora Private Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Aurora Private Wealth's Schwab US Mid-Cap ETF position peaked at $9.47M in Q4 2021.
  • 418 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

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