CoreCap Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

CoreCap Advisors’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	$285K	Sell	8,390 -27	-0.3%	-$956	0.01%	719
2026 Q2	$310K	Buy	8,417 +1,994	+31%	+$68.6K	0.01%	706
2026 Q1	$197K	Buy	6,423 +750	+13%	+$23.9K	0.01%	808
2025 Q4	$171K	Buy	5,673 +1,314	+30%	+$39.2K	0.01%	844
2025 Q3	$129K	Buy	4,359 +75	+2%	+$2.18K	﹤0.01%	947
2025 Q2	$120K	Buy	4,284 +249	+6%	+$6.57K	﹤0.01%	923
2025 Q1	$106K	Buy	4,035 +772	+24%	+$21.5K	﹤0.01%	889
2024 Q4	$90.4K	Buy	3,263 +221	+7%	+$6.3K	﹤0.01%	964
2024 Q3	$84.2K	Buy	+3,042	New	+$80.9K	﹤0.01%	985
2024 Q2	–	Sell	-3,081	Closed	-$83.7K	–	2405
2024 Q1	$83.7K	Buy	+3,081	New	+$78.6K	﹤0.01%	912
2022 Q4	$12.7K	Buy	+579	New	+$12.7K	﹤0.01%	1466
2022 Q3	–	Sell	-657	Closed	-$14K	–	1791
2022 Q2	$14K	Buy	+657	New	+$15.2K	﹤0.01%	1375
2022 Q1	–	Sell	-1,686	Closed	-$45K	–	1793
2021 Q4	$45K	Buy	+1,686	New	+$45K	﹤0.01%	1030

Other funds holding SCHM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Financial Planning Navigators Maple Grove, Minnesota $274M AUM 13.83% 1-Year Est. Return

CoreCap Advisors's SCHM Position: Q3 2026 in Review

CoreCap Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.32% in Q3 2026, selling an estimated $956 and leaving 8,390 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #719.

CoreCap Advisors first reported a position in SCHM in Q4 2021 and has held it in 13 quarters since. The position peaked at $310K in Q2 2026. 337 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

CoreCap Advisors held 8,390 shares of Schwab US Mid-Cap ETF worth $285K as of Q3 2026.
CoreCap Advisors sold 27 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $956.
Schwab US Mid-Cap ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #719 holding.
CoreCap Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Schwab US Mid-Cap ETF position peaked at $310K in Q2 2026.
337 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.