BC
SCHM icon

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

Bulwark 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 		$91.3K Hold
2,683
– – 0.05% 70
2026
Q2 		$98.9K Hold
2,683
– – 0.06% 65
2026
Q1 		$83.1K Sell
2,683
-16
-0.6% -$509 0.05% 61
2025
Q4 		$81.2K Hold
2,699
– – 0.06% 60
2025
Q3 		$80K Buy
2,699
+640
+31% +$18.6K 0.06% 62
2025
Q2 		$57.8K Buy
+2,059
New +$54.3K 0.05% 59

Other funds holding SCHM

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Financial Solutions Advisory Group
Financial Solutions Advisory Group Chicago, Illinois $788M AUM
Summit Asset Management
Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return

Bulwark Capital's SCHM Position: Q3 2026 in Review

Bulwark Capital held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2026 at 2,683 shares worth $91.3K. The position accounts for 0.05% of the portfolio, ranked #70.

Bulwark Capital first reported a position in SCHM in Q2 2025 and has held it in 6 quarters since. The position peaked at $98.9K in Q2 2026. 707 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Bulwark Capital held 2,683 shares of Schwab US Mid-Cap ETF worth $91.3K as of Q3 2026.
  • Bulwark Capital left its Schwab US Mid-Cap ETF share count unchanged in Q3 2026.
  • Schwab US Mid-Cap ETF made up 0.05% of Bulwark Capital's portfolio in Q3 2026, its #70 holding.
  • Bulwark Capital first reported a position in Schwab US Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
  • Bulwark Capital's Schwab US Mid-Cap ETF position peaked at $98.9K in Q2 2026.
  • 707 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

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