Cheviot Value Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cheviot Value 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	$3.98K	Hold	108	–	–	﹤0.01%	346
2026 Q1	$3.34K	Hold	108	–	–	﹤0.01%	335
2025 Q4	$3.45K	Hold	108	–	–	﹤0.01%	334
2025 Q3	$3.23K	Hold	108	–	–	﹤0.01%	357
2025 Q2	$3.06K	Hold	108	–	–	﹤0.01%	340
2025 Q1	$2.82K	Buy	+108	New	+$3.01K	﹤0.01%	353

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cheviot Value Management's SCHM Position: Q2 2026 in Review

Cheviot Value Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 108 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Cheviot Value Management first reported a position in SCHM in Q1 2025 and has held it in 6 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Cheviot Value Management held 108 shares of Schwab US Mid-Cap ETF worth $3.98K as of Q2 2026.
Cheviot Value Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
Schwab US Mid-Cap ETF made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #346 holding.
Cheviot Value Management first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.