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

Cottage Street 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 		$420K Buy
+11,405
New +$393K 0.16% 91

Other funds holding SCHM

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
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Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Cottage Street Advisors's SCHM Position: Q2 2026 in Review

Cottage Street Advisors opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 11,405 shares worth $420K. The stake represents 0.16% of the portfolio and ranks #91 among its holdings.

551 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Cottage Street Advisors held 11,405 shares of Schwab US Mid-Cap ETF worth $420K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Cottage Street Advisors position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.16% of Cottage Street Advisors's portfolio in Q2 2026, its #91 holding.
  • 551 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.