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Cassilly Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cassilly Financial Group’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 		$1.9M Buy
55,770
+10,436
+23% +$369K 1.27% 21
2026
Q2 		$1.67M Buy
45,334
+4,380
+11% +$151K 1.21% 21
2026
Q1 		$1.27M Buy
40,954
+2,562
+7% +$81.6K 1.1% 27
2025
Q4 		$1.15M Buy
+38,392
New +$1.14M 1.02% 27

Other funds holding SCHM

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Cassilly Financial Group's SCHM Position: Q3 2026 in Review

Cassilly Financial Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 23% in Q3 2026, buying an estimated $369K and bringing the position to 55,770 shares worth $1.9M. The position accounts for 1.27% of the portfolio, ranked #21.

Cassilly Financial Group first reported a position in SCHM in Q4 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Cassilly Financial Group held 55,770 shares of Schwab US Mid-Cap ETF worth $1.9M as of Q3 2026.
  • Cassilly Financial Group bought 10,436 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $369K.
  • Schwab US Mid-Cap ETF made up 1.27% of Cassilly Financial Group's portfolio in Q3 2026, its #21 holding.
  • Cassilly Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.