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Coastline Trust’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Coastline Trust’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 		$147K Hold
4,315
– – 0.01% 199
2026
Q2 		$159K Hold
4,315
– – 0.01% 215
2026
Q1 		$134K Buy
+4,315
New +$137K 0.01% 223
2024
Q4 		– Sell
-300
Closed -$8.31K – 449
2024
Q3 		$8.31K Buy
+300
New +$7.98K ﹤0.01% 392

Other funds holding SCHM

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FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
FPN
Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
TSWM
Triangle Securities Wealth Management Raleigh, North Carolina $522M AUM 18.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WF
Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return

Coastline Trust's SCHM Position: Q3 2026 in Review

Coastline Trust held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2026 at 4,315 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #199.

Coastline Trust first reported a position in SCHM in Q3 2024 and has held it in 4 quarters since. The position peaked at $159K in Q2 2026. 152 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Coastline Trust held 4,315 shares of Schwab US Mid-Cap ETF worth $147K as of Q3 2026.
  • Coastline Trust left its Schwab US Mid-Cap ETF share count unchanged in Q3 2026.
  • Schwab US Mid-Cap ETF made up 0.01% of Coastline Trust's portfolio in Q3 2026, its #199 holding.
  • Coastline Trust first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and has held it in 4 quarters since.
  • Coastline Trust's Schwab US Mid-Cap ETF position peaked at $159K in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.