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

Caldwell Sutter 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
Q2 		$4.88K Hold
132
– – ﹤0.01% 689
2026
Q1 		$4.09K Hold
132
– – ﹤0.01% 666
2025
Q4 		$3.96K Buy
132
+1
+0.8% +$30 ﹤0.01% 657
2025
Q3 		$3.89K Buy
+131
New +$3.81K ﹤0.01% 660

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Caldwell Sutter Capital's SCHM Position: Q2 2026 in Review

Caldwell Sutter Capital held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 132 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Caldwell Sutter Capital first reported a position in SCHM in Q3 2025 and has held it in 4 quarters since. 1,073 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Caldwell Sutter Capital held 132 shares of Schwab US Mid-Cap ETF worth $4.88K as of Q2 2026.
  • Caldwell Sutter Capital left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #689 holding.
  • Caldwell Sutter Capital first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,073 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.