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Cassaday & Co Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cassaday & Co Wealth Management’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 		$139K Hold
3,768
– – ﹤0.01% 413
2026
Q1 		$117K Buy
+3,768
New +$120K ﹤0.01% 425

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Cassaday & Co Wealth Management's SCHM Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 3,768 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Cassaday & Co Wealth Management first reported a position in SCHM in Q1 2026 and has held it in 2 quarters since. 1,069 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Cassaday & Co Wealth Management held 3,768 shares of Schwab US Mid-Cap ETF worth $139K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #413 holding.
  • Cassaday & Co Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.