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Avidian Wealth Enterprises’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Avidian Wealth Enterprises’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 		$950K Buy
27,919
+8
+0% +$283 0.03% 341
2026
Q2 		$1.03M Buy
27,911
+5
+0% +$172 0.03% 312
2026
Q1 		$864K Buy
27,906
+371
+1% +$11.8K 0.03% 313
2025
Q4 		$828K Buy
27,535
+9
+0% +$268 0.03% 258
2025
Q3 		$816K Sell
27,526
-1,500
-5% -$43.7K 0.03% 258
2025
Q2 		$814K Sell
29,026
-67,780
-70% -$1.79M 0.03% 237
2025
Q1 		$2.54M Buy
96,806
+33,897
+54% +$944K 0.11% 106
2024
Q4 		$1.74M Buy
62,909
+5
+0% +$142 0.08% 132
2024
Q3 		$1.74M Buy
62,904
+12
+0% +$319 0.08% 134
2024
Q2 		$1.63M Buy
62,892
+50,169
+394% +$1.31M 0.07% 136
2024
Q1 		$345K Sell
12,723
-354
-3% -$9.03K 0.02% 331
2023
Q4 		$328K Sell
13,077
-4,230
-24% -$96.9K 0.02% 326
2023
Q3 		$390K Sell
17,307
-3,132
-15% -$74.2K 0.03% 286
2023
Q2 		$484K Buy
20,439
+2,895
+17% +$65.2K 0.03% 271
2023
Q1 		$397K Sell
17,544
-12,297
-41% -$283K 0.02% 334
2022
Q4 		$653K Buy
29,841
+12,195
+69% +$267K 0.04% 238
2022
Q3 		$356K Sell
17,646
-30,120
-63% -$672K 0.03% 293
2022
Q2 		$999K Buy
47,766
+2,247
+5% +$51.9K 0.07% 169
2022
Q1 		$1.15M Sell
45,519
-2,799
-6% -$70.2K 0.07% 174
2021
Q4 		$1.29M Buy
+48,318
New +$1.29M 0.08% 156

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

Avidian Wealth Enterprises's SCHM Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.03% in Q3 2026, buying an estimated $283 and bringing the position to 27,919 shares worth $950K. The position accounts for 0.03% of the portfolio, ranked #341.

Avidian Wealth Enterprises first reported a position in SCHM in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.54M in Q1 2025. 68 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Avidian Wealth Enterprises held 27,919 shares of Schwab US Mid-Cap ETF worth $950K as of Q3 2026.
  • Avidian Wealth Enterprises bought 8 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $283.
  • Schwab US Mid-Cap ETF made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #341 holding.
  • Avidian Wealth Enterprises first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Avidian Wealth Enterprises's Schwab US Mid-Cap ETF position peaked at $2.54M in Q1 2025.
  • 68 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.