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

Birchbrook’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	$4.73M	Sell	139,158 -6,443	-4%	-$228K	2.27%	10
2026 Q2	$5.37M	Sell	145,601 -10,518	-7%	-$362K	2.52%	10
2026 Q1	$4.83M	Sell	156,119 -2,935	-2%	-$93.4K	2.37%	10
2025 Q4	$4.78M	Sell	159,054 -3,787	-2%	-$113K	2.38%	9
2025 Q3	$4.83M	Sell	162,841 -3,043	-2%	-$88.6K	2.5%	9
2025 Q2	$4.65M	Sell	165,884 -19,302	-10%	-$509K	2.49%	9
2025 Q1	$4.85M	Sell	185,186 -17,300	-9%	-$482K	2.73%	9
2024 Q4	$5.61M	Sell	202,486 -4,844	-2%	-$138K	3.19%	7
2024 Q3	$5.74M	Sell	207,330 -471	-0.2%	-$12.5K	3.18%	6
2024 Q2	$5.39M	Sell	207,801 -3,369	-2%	-$88.1K	3.23%	6
2024 Q1	$5.73M	Sell	211,170 -8,181	-4%	-$209K	3.41%	6
2023 Q4	$5.51M	Buy	+219,351	New	+$5.03M	3.63%	6

Other funds holding SCHM

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

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

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Birchbrook's SCHM Position: Q3 2026 in Review

Birchbrook reduced its Schwab US Mid-Cap ETF (SCHM) stake by 4.4% in Q3 2026, selling an estimated $228K and leaving 139,158 shares worth $4.73M. The position accounts for 2.27% of the portfolio, ranked #10.

Birchbrook first reported a position in SCHM in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.74M in Q3 2024. 528 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

Birchbrook held 139,158 shares of Schwab US Mid-Cap ETF worth $4.73M as of Q3 2026.
Birchbrook sold 6,443 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $228K.
Schwab US Mid-Cap ETF made up 2.27% of Birchbrook's portfolio in Q3 2026, its #10 holding.
Birchbrook first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Birchbrook's Schwab US Mid-Cap ETF position peaked at $5.74M in Q3 2024.
528 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.