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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
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 		$84.3K 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

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

CoreCap Advisors's SCHM Position: Q2 2026 in Review

CoreCap Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 31% in Q2 2026, buying an estimated $68.6K and bringing the position to 8,417 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #706.

CoreCap Advisors first reported a position in SCHM in Q4 2021 and has held it in 12 quarters since. 312 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • CoreCap Advisors held 8,417 shares of Schwab US Mid-Cap ETF worth $310K as of Q2 2026.
  • CoreCap Advisors bought 1,994 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $68.6K.
  • Schwab US Mid-Cap ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #706 holding.
  • CoreCap Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
  • 312 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.