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

AWM Capital’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	$318K	Buy	9,347 +72	+0.8%	+$2.55K	0.02%	107
2026 Q2	$342K	Buy	9,275 +5	+0.1%	+$172	0.03%	97
2026 Q1	$287K	Buy	9,270 +4	+0%	+$127	0.03%	100
2025 Q4	$279K	Buy	9,266 +8	+0.1%	+$238	0.03%	86
2025 Q3	$274K	Buy	9,258 +6	+0.1%	+$175	0.02%	86
2025 Q2	$260K	Hold	9,252	–	–	0.03%	90
2025 Q1	$242K	Hold	9,252	–	–	0.03%	95
2024 Q4	$256K	Hold	9,252	–	–	0.03%	87
2024 Q3	$256K	Hold	9,252	–	–	0.03%	80
2024 Q2	$240K	Hold	9,252	–	–	0.04%	79
2024 Q1	$251K	Hold	9,252	–	–	0.04%	76
2023 Q4	$232K	Hold	9,252	–	–	0.04%	76
2023 Q3	$209K	Hold	9,252	–	–	0.04%	78
2023 Q2	$219K	Hold	9,252	–	–	0.05%	66
2023 Q1	$209K	Buy	+9,252	New	+$213K	0.06%	76
2022 Q1	–	Sell	-7,632	Closed	-$205K	–	63
2021 Q4	$205K	Hold	7,632	–	–	0.16%	55
2021 Q3	$209K	Buy	+7,632	New	+$199K	0.16%	61

Other funds holding SCHM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $788M AUM

Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return

AWM Capital's SCHM Position: Q3 2026 in Review

AWM Capital increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.78% in Q3 2026, buying an estimated $2.55K and bringing the position to 9,347 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #107.

AWM Capital first reported a position in SCHM in Q3 2021 and has held it in 17 quarters since. The position peaked at $342K in Q2 2026. 699 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

AWM Capital held 9,347 shares of Schwab US Mid-Cap ETF worth $318K as of Q3 2026.
AWM Capital bought 72 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $2.55K.
Schwab US Mid-Cap ETF made up 0.02% of AWM Capital's portfolio in Q3 2026, its #107 holding.
AWM Capital first reported a position in Schwab US Mid-Cap ETF in Q3 2021 and has held it in 17 quarters since.
AWM Capital's Schwab US Mid-Cap ETF position peaked at $342K in Q2 2026.
699 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on AWM Capital's 13F filing for Q3 2026, filed 16 Oct 2026.